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…

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5 key drivers of enterprise value

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5 key drivers of enterprise value

5 Key Drivers of Enterprise Value for Advisory Firms

February 1, 2023

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…

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4 Ways Your Clients Can Benefit from Your Independence

January 25, 2023

The fast-growing movement to independence continues to gain momentum among today’s wealth managers, with a report from Cerulli Associates showing that 71% of advisors would prefer independence if they were to move to another firm. There are obvious benefits to building and implementing your own independent business model–more control, flexibility, and scalability immediately come to…

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Why More Independent Financial Advisors Are Considering Outsourcing

January 25, 2023

According to Fidelity research, 96% of advisors who made the move to an independent firm are happy with their decision. And Cerulli Associates indicates that by 2025, more than a quarter of the industry’s assets will be managed by advisors in RIA channels.  The top reasons behind making a move to independence underscore the ongoing…

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investment options

Investment Platform: Customization. Control. Freedom.

January 6, 2023

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 –…

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ria transition process

Our Streamlined Process

January 6, 2023

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…

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RIA growth

Empowering Your Focus on Clients and Growth

January 6, 2023

We have the platform and technology solutions to support you on every step of the advisory journey while offering the freedom of independence. We’re build for advisors, by advisors. The CG Advisor Network (CGAN) was born from the pursuit of true independence, founded in 2005 by financial advisors working in captive advisor models. After taking…

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The Future of Financial Advice is Here

January 5, 2023

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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Biden’s Proposed Tax Increases and Strategies to Consider

March 15, 2022

Legislation introduced on September 13th, 2021 provides more clarity on tax increases the Biden administration is seeking to enact through the American Families Plan. The bill includes a host of tax increases on households earning more than $400,000 along with significant reforms to the estate and gift tax exemption, reducing the amount back to an…

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