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.
Dynasty Financial Partners has finalized terms to become the anchor corporate tenant at 400 Central, a premier, mixed-use tower under construction in downtown St. Petersburg. This investment underscores Dynasty’s dedication to growing its workforce and solidifying its future as one of the leading technology and wealth management platforms for independent financial advisors.
As a financial advisor, you’re often expected to be a guide through every phase of your clients’ financial lives. Whether it’s a large tax bill, tuition, or a real estate closing, clients often need fast, flexible access to liquidity.
However, selling investments to raise cash—especially under pressure—can disrupt a well constructed portfolio and delay long-term financial goals. Liquidating assets can trigger unwanted capital gains taxes or force clients to sell at less-than-ideal times.
Download the 6.20.25 Dynamic Portfolio Perspectives for advisors’ use with clients
By Dynamic’s Asset Management Team
Estate planning is often associated with extreme wealth, but it’s essential for clients at every level. It ensures assets are transferred with clarity and care, reduces confusion, avoids delays and protects families during difficult times.
While concerns around the dollar have largely surfaced from investors and Wall Street, the issue of our national debt has made its way from Washington D.C. to nearly every dinner table and water cooler across the country.
The United States national debt stands at a cool $36 Trillion dollars¹ . A truly staggering number for most folks to comprehend. But this isn’t the first time we’ve gawked at such a gaudy number. As a Time article from 1972 shows², we’ve been having this chat for decades.