Dynamic Advisor Solutions Launches ESG Factor Models
With the rapid rise of environmental, social and governance (ESG) investing, Dynamic is making it easier for advisors to offer this style of “responsible investing” to clients, affording them the opportunity to effectuate change through their investment preferences. ESG factors cover the spectrum of issues, including how corporations respond to climate change and minimize their […]
Dynamic Advisor Solutions Recognized Among America’s Best TAMPs 2021 Edition
The Wealth Advisor’s complimentary guide presents 30 TAMP solution providers representing nearly $2 trillion in managed wealth PHOENIX, March 3, 2021—Dynamic Advisor Solutions dba Dynamic Wealth Advisors, a professional services provider with a complete, virtual business solution for successful wealth advisors, is recognized among America’s Best TAMPs 2021 by The Wealth Advisor, a Marina Media, LLC […]
Former Naval Flight Officer Now Flying as Financial Advisor
by Karen DeMasters Patrick Huey, a former Navy flight officer, took his love of precision and applied it to his second career – being a financial advisor. Huey, who considered going into education after being honorably discharged from the Navy 15 years ago, said he sort of fell into the financial industry after deciding teaching […]
Dynamic Advisor Solutions Announces 17 New Wealth Advisors in 2020, Expands Nationwide Network
A ‘Vibrant Mix of Professionals’ Expands the Professional Services Provider’s Nationwide Network PHOENIX, Dec. 21, 2020—Dynamic Advisor Solutions dba Dynamic Wealth Advisors, a professional services provider with a complete, virtual business solution for successful wealth advisors, announced today the addition of 17 new wealth advisors to its nationwide network of advisor clients in 2020. Of […]
Advisor Uses Motorcycle Trips to Inspire Herself and Clients
by Karen DeMasters Financial advisor Rachel Sloan uses her cross-country trips on her BMW motorcycle—one of them alone—to help her live in the moment. She then tries to transfer that spark to her clients. Sloan, who spent a decade working on Wall Street, has changed her life more than once to get as much fulfillment […]
#FASuccess Ep 205: Differentiating from the Crowd by Pursuing a Specialized Clientele of Cross-Border (Swiss) Expatriates With Marina Hernandez
EXECUTIVE SUMMARY Welcome back to the 205th episode of Financial Advisor Success Podcast! OPEN PODCAST My guest for today’s podcast is Marina Hernandez. Marina is an Investment Advisor Representative with Dynamic Wealth Advisors dba Swiss American Wealth Advisors. All investment advisory services are offered through Dynamic Wealth Advisors. She also offers tax preparation services under MHTax, this is considered an […]
Wealth Advisor: Dynamic Didn’t Flinch In the Pandemic
by Scott Martin As the COVID year winds down, the wealth management landscape has split into firms that broke down and those that were built to handle the challenge of operating under quarantine. Dynamic Advisor Solutions is in that latter group. The Phoenix-based TAMP was created in the wake of the 2009 crash to be resilient, […]
Dynamic Advisor Solutions Welcomes Woman-Owned Affiliate in Southern Adirondacks
Sloan Advisory Group helps clients gain financial confidence along life’s journey PHOENIX, Nov. 12, 2020—Dynamic Advisor Solutions dba Dynamic Wealth Advisors announced today a new advisory practice to its network: Sloan Advisory Group in Glens Falls, N.Y. The affiliation expands the Dynamic network across the U.S., which comprises approximately 80 advisory practices, both IARs […]
Rob Isbitts Talks ETFs
Rob Isbitts On an October 2020 Money Life Market Call with host Chuck Jaffe, Rob Isbitts, founder and chief investment strategist of Sungarden Investment Management, talks ETFs. Click Play to listen. Rob Isbitts is an Investment Advisor Representative with Dynamic Wealth Advisors dba Sungarden Investment Management. All investment advisory services are offered through Dynamic Wealth Advisors.
Dynamic Advisor Solutions Announces New Affiliate, Victory Independent Planning
Dynamic is honored to welcome Victory Independent Planning, LLC, a family firm led by a military veteran, to the Dynamic family. Serving clients with offices in Camas, Wash. and Marco Island, Fla., the firm offers a range of services from budget and tax planning to investing and charitable giving. Victory Independent Planning was founded in […]