Today’s advisors are embracing business growth as more than just a means of increasing profits. Successfully scaling your business is a strategic move that unlocks a realm of opportunities, aligning advisors with dynamic markets and changing client needs. In a rapidly changing industry, the key to successful growth is the ability to be flexible. In…
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Our 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…
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Empowering Your Focus on Clients and Growth
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 built 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
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
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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