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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The Direction of the Advisory Industry

  DYNAMIC TAKES A LOOK AT THE DIRECTION OF THE INDEPENDENT ADVISORY INDUSTRY   Independent Advisors Continue on A Growth Trajectory While Building Their Firms to Weather Future Turmoil Recent RIA Benchmarking Studies by large custodians point to continued upward trajectory as advisors focus on client acquisition, marketing, and operational excellence Adding new clients has outsize…

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