Senior Finances Worse in Retirement

MORE THAN 1/3 OF SENIORS SAY THEIR FINANCES ARE WORSE IN RETIREMENT A Harris Poll[i] commissioned by Transamerica Center for Retirement Studies® (TCRS) found that today’s retirees are living a precarious existence.   January 17, 2019 (Dynamic Wealth Advisors) A recent Harris poll shows that today’s retirees are living a financially precarious existence. How did this…

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A Different Kind of TAMP

A Different Kind of TAMP   The term “TAMP” is fairly well known among the investment advisory industry. For those not as familiar, TAMP means, Turnkey Asset Management Program. According to Investopedia, “TAMPs let professionals delegate asset management responsibilities to someone else who specializes in it.” In addition, “TAMPs also handle account administration, billing and…

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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…

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More Advisors Using Third Party Money Managers

Wealth managers are racing toward scalability, efficiency, and continuity solutions. A recent survey by FlexShares, entitled The Race to Scalability 2018, confirms the trend of previous surveys, revealing that wealth managers are choosing third-party managers for all or part of their investment management. The proportion of outsourcing advisors has gradually increased to 43%, up from…

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