"I want to thank everyone for supporting Dynasty Financial Partners, who make this recognition possible. To our investors, our resource partners, our amazing clients, the Tampa/St. Pete community, our spectacular team at Dynasty, and my friends and family, Thank You! We are so blessed at Dynasty to live our American Dream by helping others live theirs!”
In spite of the pandemic—or perhaps because of it—a recent study showed that client retention is at an all-time high for financial professionals. However, as the environment normalizes, it’s important for financial advisors to be ever mindful of how quickly sentiment can change. Clients always have a choice when it comes to whom they work with.
"As part of Envestnet's suite of wealth solutions exchanges, Trucendent enables trust services, facilitating discussions about how to secure a family's financial future with the assistance of trusted fiduciaries. Trucendent and NetLaw are empowering advisors to deliver the Intelligent Financial Life™.
Got a client eager to exit the stock market in pursuit of bank products and other fixed-return solutions? Show them this great article from Flexible Plan Investments.
The new firms are adding several distinctive, limited distribution strategies, including Baillie Gifford's International Alpha ADR and Carrick Lane's Put Writing strategies. Tom Johnson Investment Management is offering a comprehensive suite of fixed income solutions, while industry heavyweight MFS Investment Management is delivering a mix of six strategies focused on both domestic and international markets.
Goalsetter, an award-winning family financial education-focused spending and savings platform, is partnering with Envestnet, a leading provider of intelligent systems for wealth management and financial wellness, to provide financial advisors with the tools their clients need to help them reach their long-term goals for building generational wealth.
While each comes with pros and cons, one fact remains: Removing complexity across your investment management process is critical to optimizing efficiencies, growth, and client outcomes.
