Third-Party Administrator CLS Investments, wants to help educate advisers on how to grow their practices. A new program was launched called CLS AdvisorIQ which will produce white papers, reports, video sessions and general content to help financial advisers in their every day practices.
The first report in the series, “Expand Your Referral Network: Tap Into the $16 Trillion Qualified Plan Market Through Partnerships with TPAs,” shows advisers the opportunity to target retirement plans by partnering with TPAs.
