FUNDRAISING NEWS | October 29, 2024
Tags: Technology, RIA
Commonwealth Financial Network is providing a fee-only platform that will offer advisors a new way to affiliate with the independent broker-dealer and RIA, according to an October 28 report from Financial Advisor IQ.
The Continuum channel is set to start its operations in November and will be a regulated entity registered to the SEC, allowing investment advisor representatives to affiliate with its corporate RIA while also acting as a service provider for Form ADV filers.
From the start, Continuum will leverage Orion Advisor Solutions and Fidelity Institutional Wealth Management Services but aims to recruit more custodians as the platform expands.
Source: https://www.financialadvisoriq.com/c/4666434/616824/commonwealth_launches_channel_with_orion?
Written By: Dakota
Dakota is a group of extraordinary people who try and do extraordinary things every day while playing at the highest level of professionalism in their domain.
October 22, 2024
November 08, 2024
October 30, 2024
925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481
© Dakota 2024 | Terms of Use | Privacy Policy | California Privacy Policy