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The Wealth Advisor

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The Wealth Advisor is today’s most relied-on source of news and education for planners and advisors. We scan the news so you don’t have to, sending you what you don’t want to miss…but don’t always have time to find yourself without poring through dozens of publications. The Wealth Advisor sends you a handy once-a-week list of the most important news, hand-picked by our staff for its importance to investment advisors and their practices.

Dynamic Welcomes 5 New Wealth Advisory Practices in the First Half of 2023

Dynamic Advisor Solutions dba Dynamic Wealth Advisors, a professional services provider for wealth advisors, welcomed five new wealth advisory practices to its nationwide network of advisor clients during the first half of 2023. They include the first advisor in Minnesota to join the Dynamic network, and bring Dynamic’s advisor representation in Arizona to 20, No. 1 in the network with the highest number of advisors, and California to 18, No. 2.