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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DWA Has Expanded on the West Coast

Dynamic Wealth Advisors Has Expanded on West Coast, Affiliates with Edward LeBeau of Legacy Financial Advisors    Scottsdale June 8, 2017 – Dynamic Wealth Advisors has expanded in Southern California with the addition of Edward LeBeau of Legacy Financial Advisors in Orange County.    Mr. LeBeau, who was responsible for overseeing $700 million in assets…

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How Women Are Shaping Our Industry

As Paula Wieck highlighted in her recent article, women offer a unique and refreshing set of skills and perspectives, and it is exciting to see the percentage of female leadership rising in the business community. Giving credit where credit is due, it is important to recognize and support the accomplishments of women in corporate America.…

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