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For independent advisors looking to support their clients in an often unpredictable market, alternative investments can effectively mitigate risk and boost potential returns. Through proper planning and execution, the inclusion of alternative investment opportunities in client portfolios as part of a comprehensive asset allocation strategy offers an opportunity for greater portfolio diversification. CG Advisor Network…

LPL Financial LLC announced April 18, 2023 that CG Advisor Network (CGAN), an entity of the RIA CG Advisory Services, has selected LPL as its primary custodian and exclusive broker-dealer. They reported having served approximately $3.1 billion in advisory and brokerage assets*, previously at TD Ameritrade and Geneos Wealth Management. Headquartered in Haslett, Michigan, CG…

Our detailed transition project plan and dedicated service team will support you every step of the way as you realize and implement your ideal business model. We work to understand every aspect of your firm vision to align it with your goals. When all the pieces are in place, we’re here to organize and execute…

Words from our CEO, Tony Mazzali, and President, Jeff Casey: If you’re not utilizing standardization, integration, and automation of data, you’re already behind. Today’s wealthtech landscape is saturated with seemingly endless solutions for every facet of the financial advisor business, from all-in-one behemoth platforms to niche, highly focused products. So it’s unsurprising that research indicates…