Inflows, outflows, ups, downs—should your clients buy the new video game ETF or stick to the more traditional NASCAR ETF? It can all get a bit overwhelming.
ETF strategist and money manager CLS Investments, from the same family of businesses as Orion Advisor Services and Gemini Fund Services, launched a new service to provide information and education on the space.
The AdvisorIQ education series “will provide tools and resources financial advisors need to better manage and grow their practices,” according to the company.
The series will explain business management, marketing and investment planning strategies through a series of industry reports and white papers and by presenting examples of successful advisors and their step-by-step approach to winning new business, creating operational efficiencies and enhancing the service they offer to clients.
“The advisors will see it as a value-add,” said Todd Clarke, CEO of CLS Investments. “There are no subscriptions or fees, and [AdvisorIQ] allows the advisor to research product-specific information.”
The first report in the series, “Expand Your Referral Network: Tap Into the $16 Trillion Qualified Plan Market through Partnerships with TPAs,” highlights the opportunity for advisors to target retirement plans by partnering with third-party administrators.