Unicorn Found!

  UNICORN FOUND “…perfectly-integrated technology is a unicorn.”   -Deborah Stavis, CEO, Stavis & Cohen Financial     “Technology and client demands are among the toughest challenges for more of this year’s top broker-dealer advisors,” wrote Rita Raagas[i] De Ramos in Financial Advisor IQ[ii] recently. The 2019 Financial Times 400[iii] top advisors cite these four things…

Dynamic Introduces Annuity Solution

  Dynamic Wealth Advisors Partners with RetireOne for Insurance + Annuity Solutions Partnership grants firm’s wealth managers access to no-load fiduciary marketplace of next-gen risk-managed solutions by Jim Palumbo  San Francisco, Calif. – May 16, 2019 – Dynamic Wealth Advisors has partnered with RetireOne® to offer insurance and annuity back office services for the wealth…