SEI is a custodian for growth-minded RIAs with integrated open-architecture technology, wealth management solutions, and investment offering. A strategic business unit of SEI and serving the independent financial advisor market for nearly 30 years, Independent Advisor Solutions works with over 7,400 advisors and supports approximately $101.7 billion in advisors’ total platform assets (as of June 30, 2024). For more information, visit seic.com/advisors. 

Commonwealth Financial Network®, a national firm dedicated to providing advisor-focused business solutions, recognizes the strength in its community of women advisors and is committed to creating a space where all feel supported, valued, and empowered, as well as providing the tools to elevate their success. Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides a suite of business solutions that empowers more than 2,000 independent financial advisors nationwide. Privately held since 1979, the firm has headquarters in Waltham, Massachusetts, and San Diego, California.

Cambridge is a financial solutions firm focused on serving independent financial professionals and their clients while preserving its internal control. Cambridge offers a broad range of choices for independent financial professionals regarding solutions for advice, growth, technology, and independence. Cambridge’s national reach includes: Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Cambridge Investment Research, Inc. – an independent broker-dealer, member FINRA/SIPC, that is among the largest internally controlled independent broker-dealers in the country.

RFG Advisory is a fully-supported platform designed to help Independent Advisors build their businesses without compromise. RFG empowers Advisors with a wide range of services, including transition and talent support, marketing and growth, back-office solutions, investment services, technology, IT support, and more. RFG’s award-winning, fully integrated platform enables Advisors to thrive while organically growing their businesses. Advisors at RFG are supported through a community dedicated to helping them increase their enterprise value and build something bigger than themselves.

Founded in 1927, The American College of Financial Services is the nation’s largest nonprofit educational institution devoted to financial services professionals. Holding the highest level of academic accreditation, The College has educated over 200,000 professionals across the United States through certificate, designation, and graduate degree programs. Its portfolio of applied knowledge also includes just-in-time learning and consumer financial education programs. The College’s faculty represents some of the foremost thought leaders in the financial services industry. Visit TheAmericanCollege.edu and connect with us on LinkedIn, Twitter, Instagram, Facebook, and YouTube. Discover all the ways you can expand your opportunities with us.

Our mission at InvestmentNews is to be the leading source of news, analysis, and insights for financial advisors and wealth-management professionals. We are dedicated to providing timely and accurate information that helps our audience make informed decisions, stay ahead of industry trends and grow their businesses.

We proudly maintain the highest standards of journalistic and editorial integrity, and we are dedicated to fostering a community of knowledge-sharing and collaboration among our readers and contributors. Our goal is to be a trusted and indispensable resource for the financial services industry, delivering value and innovation through our news coverage, research, events, and multimedia platforms.

Above all, we are passionate about empowering financial advisors and helping them succeed in serving their clients and achieving their business objectives. InvestmentNews strives every day to be a catalyst for growth and positive change in the wealth management industry and to inspire the next generation of financial advisors.