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Economic Research Report: Time will Tell
Anyone hoping for excitement from the recent Fed statement was severely disappointed. As expected, the federal funds rate was lifted 25 basis points (bps) to a range of 5.25 to 5.50%. With the exception of the rate hike and slight wording changes – the “modest” pace of economic growth strengthened slightly to “moderate” – last…
Read MoreA Guide to Alternative Investments
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…
Read MoreLPL Financial Welcomes 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…
Read More5 Key Drivers of Enterprise Value for Advisory Firms
Whatever your firm’s goals are – whether you’re interested in selling your business, pursuing a minority partnership, or building a generational firm that will outlast your own involvement, creating and improving your firm’s enterprise value is critical to your success. And even as our industry continues to evolve, we believe the following five areas of…
Read MoreInvestment Platform: Customization. Control. Freedom.
On Average, Advisors spend 40% of their time on asset management but for advisors who want to grow and scale their businesses, their time is better spent focused on building and deepening client relationships. According to Invesco research, to inspire referrals from clients, advisors need to have 12 meaningful interactions with them per year –…
Read MoreOur Streamlined Process
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…
Read MoreThe Future of Financial Advice is Here
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…
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