Dynamic Wealth Advisors Adopts BasisCode Compliance Software Platform

Dynamic Wealth Advisors Adopts BasisCode Compliance Software Platform SCOTTSDALE, Ariz. and ATLANTA, September 18, 2017 – Dynamic Wealth Advisors (www.dynamicwealthadvisors.com), an advisory and practice development firm servicing independently-owned advisory practices throughout the U.S., has implemented BasisCode Compliance LLC’s software platform to improve compliance management for its own RIAs and the independent RIAs for whom it…

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What’s Most Important To Your Practice?

According to a recent survey by Fidelity Investments and WealthManagement.com, solid, customizable platforms, flexible technology, compliance support and help with client acquisition are the most important factors relating to job/practice satisfaction. The survey conveyed that firms who focus on improving these factors tend to have higher retention, and attract advisors who value high performance and…

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