https://the-looser-it-s-me.net Hot Today Wed, 31 Dec 1969 19:00:00 EST en https://the-looser-it-s-me.net/story/a-turn-key-ria-solution-for-advisors https://the-looser-it-s-me.net/story/a-turn-key-ria-solution-for-advisors Sun, 20 May 2012 07:59:12 EDT iistempleton https://the-looser-it-s-me.net/story/a-turn-key-ria-solution-for-advisors Read more: http://dynamicwealthadvisors.com/#ixzz1USA0y8SF

Dynamic Wealth Advisors is a Registered Investment Advisor serving independent fee-based advisors across the U.S. DWA offers completely turnkey as well as á la carte RIA services, including integrated technology, open architecture products and services, the ability to utilize multiple custodians, compliance services and more. We manage all the operational and administrative functions for growing advisors and firms. Individual advisors find DWA provides the freedom to focus on their clients and develop new business, and established RIAs benefit from DWA’s back office services, wealth management platform and enterprise pricing arrangements.

We service a variety of advisory practices, facilitating the opportunity to operate the way you want.

Individual Advisors Going Independent From Traditional Brokerage Firms – If you are leaving a wirehouse and seeking a firm that specializes in the fee based model, Dynamic Wealth Advisors provides the support and services you need to make a quick and smooth transition to an independent practice, complete with top tier custodial relationships, an integrated wealth management platform, investment management solutions, and compliance and office support.
Individual Advisors Leaving Independent Broker-Dealers For RIA Only Model -Advisors leaving an independent broker-dealer and seeking a fee based model for their practice enjoy our... ]]> https://the-looser-it-s-me.net/story/about-dynamic-wealth-management https://the-looser-it-s-me.net/story/about-dynamic-wealth-management Sun, 20 May 2012 07:59:12 EDT iistempleton https://the-looser-it-s-me.net/story/about-dynamic-wealth-management At the Dynamic Wealth Management, we realize that no two clients are the same. Every client has different financial needs, goals, and plans. For this reason, the DWM offers a wide array of investment options to suit every client. We tailor your investment strategy to be as individual as you are.
As a Dynamic Wealth Management client, your portfolio will be structured using the disciplines of asset allocation, risk tolerance, and thorough understanding of your goals and objectives.
We believe in the appropriate allocation of fixed income, equity, international stocks and bonds, hedge funds, and alternative investments.
Equities
Dynamic Wealth Management offers a variety of tools that can help determine which individual stocks are appropriate for your equity portfolio objectives. Our equity disciplines are style specific and can be crafted to meet customized client objectives and fulfill a defined asset allocation strategy.
In all cases, a Dynamic Wealth Management Portfolio Manager will recommend a portfolio strategy that reflects your tax situation, other assets you may already own, risk tolerance, particular family needs and constraints, and preferences you specify. Several equity models are designed to assist investors in achieving the proper asset allocation when investing in equities. In addition, customized equity portfolio analysis is available for our private preferred clients.
Mutual Funds
Dynamic Wealth Management ha... ]]> https://the-looser-it-s-me.net/story/dynamic-wealth https://the-looser-it-s-me.net/story/dynamic-wealth Sun, 20 May 2012 07:59:12 EDT iistempleton https://the-looser-it-s-me.net/story/dynamic-wealth
Individuals do not have the time, expertise or resources to keep pace with investment opportunities. They can easily be overwhelmed by the range of options and choices.

To maximise Investment opportunities, Dynamic Wealth:

provides services through a network of independent financial consultants and auditors

offers unbiased advice free of any conflict of interest

is committed to service excellence

ensures access to the global market through international representation and alliances

insures investment funds against losses arising from theft, fraud or gross negligence.

Investment Approach

Dynamic Wealth brings a unique business philosophy to the financial services industry. It serves as a knowledge, expertise and people business.

This three-pillared approach enables the company to assist a myriad of clients with wealth creation. Since its establishment in 1971, Dynamic Wealth has been committed to providing superior investment performance coupled to service excellence.

This approach balances on understanding the market and delivering on clients’ expectations. Dynamic Wealth has leveraged knowledge and experience into years of sustained growth an... ]]> https://the-looser-it-s-me.net/story/dynamic-wealth-closes https://the-looser-it-s-me.net/story/dynamic-wealth-closes Sun, 20 May 2012 07:59:12 EDT iistempleton https://the-looser-it-s-me.net/story/dynamic-wealth-closes
The closure follows a determination by the FSB Appeal Board to reject Dynamic Wealth’s appeal against a decision by Dube Tshidi, the Registrar of Financial Services Providers and the FSB’s chief executive, to withdraw the financial services provider (FSP) licences of two of its subsidiaries, Dynamic Wealth Management and Dynamic Wealth Stockbrokers.

An immediate consequence of the Appeal Board’s decision is that Metropolitan Collective Investments has taken control of the seven unit trust funds that Dynamic Wealth managed and marketed using Metropolitan’s collective investment schemes licence (see “Investors’ money in unit trusts ‘should be safe’”, below).

Commenting on the status of Dynamic Wealth, Cobus van Wyk, the company’s chief executive, says “we are for all practical purposes closed for business, as the company cannot do financial services business, and all assets that were managed have been (or are in the process of being) transferred”.

The FSB is still waging a court battle to place various Dynamic entities under curatorship.

Last year, Dynamic successfully challenged an application by the FSB to place the company under curatorship. ... ]]> https://the-looser-it-s-me.net/story/dynamic-wealth-2 https://the-looser-it-s-me.net/story/dynamic-wealth-2 Sun, 20 May 2012 07:59:12 EDT rollinslam https://the-looser-it-s-me.net/story/dynamic-wealth-2 Successful management of an investment portfolio in today’s dynamic economic and political environment demands constant supervision, accurate information and specialist knowledge.

Individuals do not have the time, expertise or resources to keep pace with investment opportunities. They can easily be overwhelmed by the range of options and choices.

To maximise Investment opportunities, Dynamic Wealth:

provides services through a network of independent financial consultants and auditors

offers unbiased advice free of any conflict of interest

is committed to service excellence

ensures access to the global market through international representation and alliances

insures investment funds against losses arising from theft, fraud or gross negligence.

Investment Approach

Dynamic Wealth brings a unique business philosophy to the financial services industry. It serves as a knowledge, expertise and people business.

This three-pillared approach enables the company to assist a myriad of clients with wealth creation. Since its establishment in 1971, Dynamic Wealth has been committed to providing superior investment performance coupled to service excellence.

This approach balances on understanding the market and delivering on clients’ expectations. Dynamic Wealth has leveraged knowledge and experience into years of sustained gr... ]]> https://the-looser-it-s-me.net/story/about-dynamic-wealth-management-1 https://the-looser-it-s-me.net/story/about-dynamic-wealth-management-1 Sun, 20 May 2012 07:59:12 EDT rollinslam https://the-looser-it-s-me.net/story/about-dynamic-wealth-management-1 At the Dynamic Wealth Management, we realize that no two clients are the same. Every client has different financial needs, goals, and plans. For this reason, the DWM offers a wide array of investment options to suit every client. We tailor your investment strategy to be as individual as you are.
As a Dynamic Wealth Management client, your portfolio will be structured using the disciplines of asset allocation, risk tolerance, and thorough understanding of your goals and objectives.
We believe in the appropriate allocation of fixed income, equity, international stocks and bonds, hedge funds, and alternative investments.
Equities
Dynamic Wealth Management offers a variety of tools that can help determine which individual stocks are appropriate for your equity portfolio objectives. Our equity disciplines are style specific and can be crafted to meet customized client objectives and fulfill a defined asset allocation strategy.
In all cases, a Dynamic Wealth Management Portfolio Manager will recommend a portfolio strategy that reflects your tax situation, other assets you may already own, risk tolerance, particular family needs and constraints, and preferences you specify. Several equity models are designed to assist investors in achieving the proper asset allocation when investing in equities. In addition, customized equity portfolio analysis is available for our private preferred clients.
Mutual Funds
Dynamic Wealth Management ha... ]]> https://the-looser-it-s-me.net/story/a-turn-key-ria-solution-for-advisors-1 https://the-looser-it-s-me.net/story/a-turn-key-ria-solution-for-advisors-1 Sun, 20 May 2012 07:59:12 EDT bairdyokle https://the-looser-it-s-me.net/story/a-turn-key-ria-solution-for-advisors-1
Read more: http://dynamicwealthadvisors.com/#ixzz1USA0y8SF

Dynamic Wealth Advisors is a Registered Investment Advisor serving independent fee-based advisors across the U.S. DWA offers completely turnkey as well as á la carte RIA services, including integrated technology, open architecture products and services, the ability to utilize multiple custodians, compliance services and more. We manage all the operational and administrative functions for growing advisors and firms. Individual advisors find DWA provides the freedom to focus on their clients and develop new business, and established RIAs benefit from DWA’s back office services, wealth management platform and enterprise pricing arrangements.

We service a variety of advisory practices, facilitating the opportunity to operate the way you want.

Individual Advisors Going Independent From Traditional Brokerage Firms – If you are leaving a wirehouse and seeking a firm that specializes in the fee based model, Dynamic Wealth Advisors provides the support and services you need to make a quick and smooth transition to an independent practice, complete with top tier custodial relationships, an integrated wealth management platform, investment management solutions, and compliance and office support.
Individual Advisors Leaving Independent Broker-Dealers For RIA Only Model -Advisors leaving an independent broker-dealer and seeking a fee based model for their practice en... ]]> https://the-looser-it-s-me.net/story/dynamic-wealth-3 https://the-looser-it-s-me.net/story/dynamic-wealth-3 Sun, 20 May 2012 07:59:12 EDT bairdyokle https://the-looser-it-s-me.net/story/dynamic-wealth-3
Individuals do not have the time, expertise or resources to keep pace with investment opportunities. They can easily be overwhelmed by the range of options and choices.

To maximise Investment opportunities, Dynamic Wealth:

provides services through a network of independent financial consultants and auditors

offers unbiased advice free of any conflict of interest

is committed to service excellence

ensures access to the global market through international representation and alliances

insures investment funds against losses arising from theft, fraud or gross negligence.

Investment Approach

Dynamic Wealth brings a unique business philosophy to the financial services industry. It serves as a knowledge, expertise and people business.

This three-pillared approach enables the company to assist a myriad of clients with wealth creation. Since its establishment in 1971, Dynamic Wealth has been committed to providing superior investment performance coupled to service excellence.

This approach balances on understanding the market and delivering on clients’ expectations. Dynamic Wealth has leveraged knowledge and experience into years of sustained growth an... ]]> https://the-looser-it-s-me.net/story/dynamic-wealth-4 https://the-looser-it-s-me.net/story/dynamic-wealth-4 Sun, 20 May 2012 07:59:12 EDT blacknis https://the-looser-it-s-me.net/story/dynamic-wealth-4
Individuals do not have the time, expertise or resources to keep pace with investment opportunities. They can easily be overwhelmed by the range of options and choices.

To maximise Investment opportunities, Dynamic Wealth:

provides services through a network of independent financial consultants and auditors

offers unbiased advice free of any conflict of interest

is committed to service excellence

ensures access to the global market through international representation and alliances

insures investment funds against losses arising from theft, fraud or gross negligence.
]]> https://the-looser-it-s-me.net/story/a-turn-key-ria-solution-for-advisors-2 https://the-looser-it-s-me.net/story/a-turn-key-ria-solution-for-advisors-2 Sun, 20 May 2012 07:59:12 EDT raonorris https://the-looser-it-s-me.net/story/a-turn-key-ria-solution-for-advisors-2
Dynamic Wealth Advisors is a Registered Investment Advisor serving independent fee-based advisors across the U.S. DWA offers completely turnkey as well as á la carte RIA services, including integrated technology, open architecture products and services, the ability to utilize multiple custodians, compliance services and more. We manage all the operational and administrative functions for growing advisors and firms. Individual advisors find DWA provides the freedom to focus on their clients and develop new business, and established RIAs benefit from DWA’s back office services, wealth management platform and enterprise pricing arrangements.

We service a variety of advisory practices, facilitating the opportunity to operate the way you want.

Individual Advisors Going Independent From Traditional Brokerage Firms – If you are leaving a wirehouse and seeking a firm that specializes in the fee based model, Dynamic Wealth Advisors provides the support and services you need to make a quick and smooth transition to an independent practice, complete with top tier custodial relationships, an integrated wealth management platform, investment management solutions, and compliance and office support.
Individual Advisors Leaving Independent Broker-Dealers For RIA Only Model -Advisors leaving an independent broker-dealer and seeking a fee based model for their practice enjoy our ready-... ]]>