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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Could DoL spur more breakaways?

A recent article published by Financial Advisor Magazine discussed Charles Schwab Corp. CEO, Walt Bettinger’s comments regarding the possibility of the DOL rule spurring more RIA breakaway business. Mr. Bettinger is quoted as saying, “One could envision a larger percentage of those brokers considering a movement into the independent RIA model.” Dynamic Wealth Advisors has…

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Breaking Away?

Breaking Away? Smart Advice to Plan Your Exit Taking the step to break away from your current firm and start your own can be an exciting time.   It also requires a significant amount of planning, and the support of professionals who have guided others through the process. REGISTER HERE WEBINAR Tuesday, October 24   |   1…

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