Wednesday, November 9, 2011
Dynamic Wealth Management Today
http://www.dynamicwmanagement.com/index.php
Welcome to the official Dynamic Wealth Management Group website.
Our group has the unique capability to fully master the heart of the international business and finance center, enabling us to deliver powerful solutions from our investment platform both to fulfill individual investment needs and to support the aspirations of our business partners.
Latest News
Jefferson County, Alabama to file for largest municipal bankruptcy
Alabama's Jefferson County is set to file for the largest municipal bankruptcy in U.S. history after commissioners failed to approve a settlement on the county's billions in debts.
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[Read More...]
Southern Co.'s Tom Fanning bets big on nukes
"Sleepy" hasn't been the right word for the electric utility industry in many years, but the business has felt particularly strong zaps lately. The Japanese earthquake and tsunami rewrote the future of nuclear power, which had been in the midst of a renaissance. The Environmental Protection Agency wants to impose the most stringent emissions rules the industry has ever faced. And the rapid development of shale gas in the U.S. could revolutionize electrical generation. These are tense times for any utility -- especially one like Southern Co., which is building a major new nuclear power plant near Augusta, Ga., and generates most of its electricity by burning coal. Running the enterprise since last December has been Tom Fanning, 54, who joined the company right out of Georgia Tech. He's well prepared: Among his 14 previous jobs at the company have been CFO, CIO, strategy chief, and CEO of one of Southern's operating companies, Gulf Power. It helps that Southern is the world's most admired utility (tied with NextEra Energy in Fortune's latest ranking) and by far the most valuable utility in America. Fanning talked recently with Fortune's Geoff Colvin about nuclear power's future (bright), the smart grid (smart), those proposed new EPA rules (impossible), and much else.
About Dynamic Wealth Management
http://dynamicwmanagement.com/about.php
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.
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 has selling arrangements with a large number of mutual fund companies. Many of these mutual fund companies are leaders in the industry and offer expertise in different investment categories.
Dynamic Wealth Management has selling arrangements with a large number of mutual fund companies. Many of these mutual fund companies are leaders in the industry and offer expertise in different investment categories.
Unit Investment Trusts
We offer one of the widest selections of Unit Investment Trusts available, including equity, municipal and taxable fixed income trusts. Dynamic Wealth Management creates sector trusts of companies based on work of our global research analysts.
We offer one of the widest selections of Unit Investment Trusts available, including equity, municipal and taxable fixed income trusts. Dynamic Wealth Management creates sector trusts of companies based on work of our global research analysts.
Managed Accounts
If you are looking for the advantages that a professional money manager can offer, Dynamic Wealth Management provides a broad range of fee-based money management programs.
If you are looking for the advantages that a professional money manager can offer, Dynamic Wealth Management provides a broad range of fee-based money management programs.
ABOUT
http://dynamicwealth.ca/index.php/about
Dynamic Wealth Management Inc. is a full-service wealth management firm providing a broad range of financial services to the Greater Toronto Area.
We can help you formulate a comprehensive custom-tailored financial and retirement plan that will help you achieve all your financial goals, while minimizing the risk you are exposed to. We can do this by offering a complete range of financial products such as Mutual Funds, Life Insurance, Segregated Funds, Group Insurance and Mortgages from the best companies in the industry!
We promise to provide you with knowledgeable, honest and trustworthy advice and will always put your best interests first. By working with us, you will not only be working with someone who knows you financially, but with someone who knows you on a personal level. We believe that our outstanding service and personal touch set us apart from everyone else!
Tuesday, September 13, 2011
Dynamic Wealth Management Headlines: Zurich Steps Closer to Entering Latin America Market
http://dynamicwealthmanagementtips.com/2011/07/dynamic-wealth-management-headlines-zurich-steps-closer-to-entering-latin-america-market/
Zurich Financial Services Group says it has signed a definitive agreement with Banco Santander SA to buy a majority interest in the bank’s Latin America insurance operations.
The Zurich, Switzerland-based insurer says the agreement is “materially unchanged from what was announced” on Feb. 22.
The carrier went on to say that it and Madrid, Spain-based Banco Santander expect the transaction to be completed before the end of this year.
Earlier this year, Zurich announced it signed a 25-year distribution agreement with Banco Santander where it would acquire 51 percent of the bank’s insurance business in Latin America and Santander would keep the remaining 49 percent.
Zurich will pay Santander $1.67 billion in a combination cash and financed deal for its book of business.
The insurer will have access to 5,600 bank branches and an additional 36 million customers in five South American countries.
Thirty percent of the business is general insurance, primarily homeowners insurance, and the bulk of the rest is in life products.
In 2010, Santander’s Latin American insurance operations delivered a net profit of $328 million.
Zurich says the deal would make the company the 6th largest non-life insurer in the region, increasing its market share in the region to 3 percent. Once complete, Zurich becomes the 3rd largest life insurer in the region and the 4thlargest insurer overall in Latin America.
Monday, September 12, 2011
Dynamic Wealth Management Headlines: 6 Questions to Ask Your Financial Adviser
http://dynamicwealthmanagementtips.com/
Making the decision to hire a financial adviser is often a tough one for many investors. Once you’ve made this decision, how do you go about finding the right adviser for you? Here are six questions to ask:
How are you compensated? While one could argue that no method of adviser compensation is totally without bias, fee-only advisers come the closest. Fee-only advisers receive no compensation from the sale of investment or insurance products. Can an adviser who receives a significant portion of their compensation from the sale of financial products really be counted on to recommend solutions that are in your best interest?
[See 50 Best Funds for the Everyday Investor.]
Will my assets be housed with an independent third-party custodian? This applies if the adviser will be providing on-going investment advice. Examples of third-party custodians include Charles Schwab, Fidelity, TD Ameritrade, and most other brokerage firms and mutual fund companies. A third-party custodian provides periodic (monthly or at least quarterly) statements independent of any reports provided by the adviser. Bernie Madoff’s failure to use an independent custodian enabled him to defraud investors for so many years. If an adviser tells you that you don’t need this type of arrangement, end the meeting and leave immediately. This is a deal-killer and should raise many red flags.
Do you have experience working with clients whose situation is similar to ours? Ask the adviser about their client base. If you are a corporate employee looking for help planning for the exercise of your stock options, you should ask the adviser about their knowledge and experience in dealing with clients like you. For example, an adviser who deals primarily with teachers might not be the right choice for you. Likewise if the adviser’s typical client has a minimum of $1 million to invest and your portfolio is more modest, this adviser might not be a good fit for you.
Dynamic Wealth Management Headlines: Acer Hacked; Hackers Assure a Press Conference in 24hrs
http://dynamicwealth-management.com/2011/06/dynamic-wealth-management-headlines-acer-hacked-hackers-assure-a-press-conference-in-24hrs/
Security seems to have become the bone of contention for the major players in the tech space, today. It is if there isn’t enough mockery made out of security in the recent PSN hack case, that yet another player in the market has had its security compromised. In yet another instance, popular technology brand, Acer is now finding itself grappling with a data breach that has reportedly cost it the details of over 40,000 customers. The details compromised includes their names, addresses, phone numbers, e-mail addresses, as also the names of the products purchased by the customers.
A screenshot of the data compromised
As reported by The Hacker News, the hacking group, Pakistan Cyber Army is a well-known hacking outfit. Although, the motive behind the attack is still unclear, the hackers themselves have assured a detailed press conference to brief others about their motives, to be arranged very soon. At the press conference, the hacking group intends to give out all the data that’s in their possession.
This latest attack has exposed as to just how flaky is the security of most data, supposedly locked up in the systems of these major players in the space.
Security seems to have become the bone of contention for the major players in the tech space, today. It is if there isn’t enough mockery made out of security in the recent PSN hack case, that yet another player in the market has had its security compromised. In yet another instance, popular technology brand, Acer is now finding itself grappling with a data breach that has reportedly cost it the details of over 40,000 customers. The details compromised includes their names, addresses, phone numbers, e-mail addresses, as also the names of the products purchased by the customers.
As reported by The Hacker News, the hacking group, Pakistan Cyber Army is a well-known hacking outfit. Although, the motive behind the attack is still unclear, the hackers themselves have assured a detailed press conference to brief others about their motives, to be arranged very soon. At the press conference, the hacking group intends to give out all the data that’s in their possession.
This latest attack has exposed as to just how flaky is the security of most data, supposedly locked up in the systems of these major players in the space.
Friday, August 12, 2011
New Women’s Practice Group Launches BIG with Inaugural Women’s Symposium – Healthy, Wealthy
http://www.openpr.com/news/187110/New-Women-s-Practice-Group-Launches-BIG-with-Inaugural-Women-s-Symposium-Healthy-Wealthy.html
(openPR) - Wealth by Design for Women℠, a newly launched women’s practice group of HoyleCohen Wealth Management, shows its support of women in San Diego by hosting Healthy, Wealthy & Wise Women’s Symposium – What Every Women Needs to Know. The event is scheduled to take place on Saturday, October 1, 2011 to kick-off Breast Cancer Awareness Month at the San Diego Del Mar Marriott.
San Diego, CA, August 10, 2011 -- Wealth by Design for Women℠, a newly launched women’s practice group of HoyleCohen Wealth Management, shows its support of women in San Diego by hosting Healthy, Wealthy & Wise Women’s Symposium – What Every Women Needs to Know. The event is scheduled to take place on Saturday, October 1, 2011 to kick-off Breast Cancer Awareness Month at the San Diego Del Mar Marriott. It will offer women a day of dynamic speakers and concurrent educational workshops to address women’s health, wealth, and emergency preparedness.
(openPR) - Wealth by Design for Women℠, a newly launched women’s practice group of HoyleCohen Wealth Management, shows its support of women in San Diego by hosting Healthy, Wealthy & Wise Women’s Symposium – What Every Women Needs to Know. The event is scheduled to take place on Saturday, October 1, 2011 to kick-off Breast Cancer Awareness Month at the San Diego Del Mar Marriott.
San Diego, CA, August 10, 2011 -- Wealth by Design for Women℠, a newly launched women’s practice group of HoyleCohen Wealth Management, shows its support of women in San Diego by hosting Healthy, Wealthy & Wise Women’s Symposium – What Every Women Needs to Know. The event is scheduled to take place on Saturday, October 1, 2011 to kick-off Breast Cancer Awareness Month at the San Diego Del Mar Marriott. It will offer women a day of dynamic speakers and concurrent educational workshops to address women’s health, wealth, and emergency preparedness.
Dynamic Wealth Management Today
http://www.dynamicwmanagement.com/index.php
Welcome to the official Dynamic Wealth Management Group website.
Our group has the unique capability to fully master the heart of the international business and finance center, enabling us to deliver powerful solutions from our investment platform both to fulfill individual investment needs and to support the aspirations of our business partners.
Latest News
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Research and Analysis
http://www.dynamicwmanagement.com/reaserch-analysis.php
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.
Company Profile
About DWM Fund Services
http://www.dynamicwmanagement.com/dwm-fund.php
DWM Fund Services delivers offshore fund services to a wide range of institutions, investment professionals, financial advisers and individuals.
Our aim is to provide a professional and efficient approach to the set-up and ongoing administration to a variety of fund structures including:
- Exempt International Schemes
- Closed-ended Investment Funds
- Overseas Funds
- Qualifying Investor Funds
- Specialist Investor Funds
Our services include:
- Fund Creation
- Ongoing Administration
- Provision of Corporate Officers
- NAV Calculation
- Shareholder Servicing
- Accounts Production and Distribution
- Statutory Records Maintenance
- Corporate Services
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