Dynamic Wealth Advisors Expands in Arizona

Scottsdale, Arizona: April 27, 2017 – Dynamic Wealth Advisors expands in Arizona with the addition of Roger Bracken in North Scottsdale. Mr. Bracken, who was responsible for overseeing $200,000,000 in assets for approximately 200 clients at his previous firm, specializes in investment consulting, wealth management, financial planning and retirement planning. for high net worth clients. …

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Does your firm have a client and advisor-centric technology platform?

Earlier this year, Investment News featured a three-part series sponsored by Salesforce and Accenture focused on the ever-changing wealth management industry. Part three of the series was entitled, “Building a Client-centric and Advisor-centric Platform”. The article addresses client-centric first, and outlines what many RIA firms have already recognized; Understanding their clients’ financial goals Offering timely,…

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