Articles from Dynamic Advisor Solutions

Dynamic Advisor Solutions dba Dynamic Wealth Advisors has named Brian Bowen to the new role of Director of Advisor Integration, bringing more than two decades of financial services experience to a role focused on enhancing practice management and advisor support across the firm’s national network.

As part of a broader AI strategy to drive efficiency and innovation for wealth advisors, Dynamic Advisor Solutions dba Dynamic Wealth Advisors (Dynamic) has partnered with Jump, a leading provider of AI solutions for financial advisors and other financial services providers, to enhance its Wealth360™ platform. This integration alleviates cumbersome administrative tasks —such as meeting preparation, note-taking, compliance documentation, CRM updates and client follow-ups — allowing advisors to dedicate more time to their clients and business growth.

Dynamic Advisor Solutions dba Dynamic Wealth Advisors, a national Registered Investment Advisor (RIA) and professional services provider for wealth advisors, announced the official launch of Portfolio360, a custom-developed advisor portal to ease integration and minimize disruption for third-party RIAs using its asset management services.

Dynamic Advisor Solutions dba Dynamic Wealth Advisors, a professional services provider for wealth advisors, welcomed five new wealth advisory practices to its nationwide network of advisor clients during the first half of 2023. They include the first advisor in Minnesota to join the Dynamic network, and bring Dynamic’s advisor representation in Arizona to 20, No. 1 in the network with the highest number of advisors, and California to 18, No. 2.

Dynamic Advisor Solutions dba Dynamic Wealth Advisors, a professional services provider for wealth advisors, announced the promotions of two key members of the firm’s Investment Management team, Konstantin “Kostya” Etus, CFA® and Lucas Felbel.

Dynamic Advisor Solutions dba Dynamic Wealth Advisors, a professional services provider for wealth advisors, announced a collection of enhanced ETF strategies developed to meet the needs of a range of client situations from basic to highly complex. The Dynamic Strategies were designed by the firm’s asset management leadership team, taking into consideration the evolving life stages of a client’s investment journey to align with long-term investment goals. The portfolios were created to be global, well-diversified and balanced, ranging from 100% to 30% equity in 10% increments.

Dynamic Advisor Solutions dba Dynamic Wealth Advisors, a professional services provider for wealth advisors, today announced that Steve Kulesza, CFP® has joined the firm as Chief Business Development Officer. As a member of the Dynamic leadership team reporting to Founder and Chief Executive Officer Jim Cannon, Kulesza will lead the firm’s revenue growth and practice initiatives, including advisor recruitment, asset management growth and other services such as Dynamic Concierge, the firm’s premium support service.

Dynamic Advisor Solutions dba Dynamic Wealth Advisors, a professional services provider for wealth advisors, announced an enterprise-level agreement with CAIS, the leading alternative investment platform servicing the wealth management and asset management industries. As Dynamic continues to accelerate development of institutionalized asset management services, the partnership with CAIS allows Dynamic’s advisor affiliates to access a range of alternative investment capabilities, addressing Dynamic’s need for high-net-worth client solutions.

Dynamic Advisor Solutions dba Dynamic Wealth Advisors, a professional services provider for wealth advisors, is listed for the third consecutive year in the 2022 edition of America’s Best TAMPs™, published by The Wealth Advisor, part of Marina Media, LLC.

Dynamic Advisor Solutions dba Dynamic Wealth Advisors, a professional services provider for wealth advisors, recently welcomed its first new Investment Advisor Representative (IAR) of 2022: Bill Hansen joined Dynamic Wealth Advisors dba Crooked Tree Capital Advisors in Petoskey, Mich. Established in 2012 by John Marshall, CFA®, CFP®, AIF®, Crooked Tree has been an affiliate advisory firm of Dynamic for nearly a decade. Dynamic’s U.S. network comprises approximately 80 wealth advisory practices in 17 states; it includes Independent Advisor Representatives (IARs) and Registered Investment Advisors (RIAs), serving nearly 5,000 clients and $3.5 billion in assets.

Dynamic Advisor Solutions dba Dynamic Wealth Advisors, a professional services provider for wealth advisors, welcomed eight new wealth advisors to its nationwide network of advisor clients in 2021. Of the new advisors, two joined existing Dynamic practices.

Dynamic Advisor Solutions dba Dynamic Wealth Advisors, a professional services provider for wealth advisors, recently welcomed a new member to the team: Konstantin (Kostya) Etus, CFA® joined Dynamic in a new role as Head of Strategy, Investment Management and Portfolio Services, as the firm seeks to accelerate development of institutionalized asset management services.

Dynamic Advisor Solutions dba Dynamic Wealth Advisors, a professional services provider for wealth advisors, announced Complete 401(k), an end-to-end retirement solution for retirement plan advisors burdened with the day-to-day responsibilities of managing plan business. Dynamic’s Complete 401(k) professionals manage plan administration, compliance and fiduciary responsibilities, mitigating liability risk and presenting an opportunity for advisors to engage with their plan sponsor clients in a scalable, efficient and cost-effective way.

Dynamic Advisor Solutions dba Dynamic Wealth Advisors, a professional services provider for wealth advisors, has partnered with FeeX to provide a Premium Service option that integrates held-away accounts. Partnering with FeeX allows Dynamic’s network of advisors to actively manage and trade on their clients’ 401(k), 403(b) and other held-away accounts without triggering custody, empowering advisors to actively manage some of their clients’ largest accounts as part of a comprehensive, balanced plan.

Dynamic Advisor Solutions dba Dynamic Wealth Advisors, a professional services provider for wealth advisors, announced today Concierge, a premium, personalized service for advisory practices across its network. An alternative solution to outsourcing to a virtual assistant or hiring staff in a practice, Concierge provides a dedicated team at Dynamic to perform administrative tasks. Dynamic’s U.S. network comprises approximately 80 wealth advisory practices and includes Independent Advisor Representatives (IARs) and Registered Investment Advisors (RIAs), serving nearly 4,500 clients and approximately $3 billion in assets.

Dynamic Advisor Solutions dba Dynamic Wealth Advisors, a professional services provider for wealth advisors, launched a line of Environmental, Social and Governance (ESG) model portfolios across its U.S. network of approximately 80 wealth advisory practices. Both Independent Advisor Representatives (IARs) and Registered Investment Advisors (RIAs) comprise the Dynamic network, serving nearly 4,500 clients and approximately $3 billion in assets.