Unicorn Found!

UNICORN FOUND “…perfectly-integrated technology is a unicorn.”                              -Deborah Stavis, CEO, Stavis & Cohen Financial “Technology and client demands are among the toughest challenges for more of this year’s top broker-dealer advisors,” wrote Rita Raagas[i] De Ramos in Financial Advisor IQ[ii] recently. The 2019 Financial Times 400[iii] top advisors cite these four things as the…

Anfield Joins Dynamic Lineup

Dynamic Wealth Advisors and Anfield Capital Management Announce Agreement to Bring More Institutional Caliber Model Portfolios to Wealth Managers   Phoenix, Arizona: November 1, 2018 – Dynamic Wealth Advisors and Anfield Capital Management today announced that they have entered into a sub-advisory agreement whereby Dynamic Managed Portfolios, the asset management group of Dynamic, adds fifteen…