Third-party money manager CLS Investments announced the launch of a new multimedia educational initiative for financial advisors on Monday.
The CLS AdvisorIQ series will consist of white papers, videos, podcasts, webinars and other industry reports that offer advisors insight and how-to guidance on the best ways to expand and optimize their businesses. The knowledge will be culled from CLS as well as from sister companies Orion Advisor Services, which provides portfolio accounting and back office services, and Gemini Fund Services, a mutual fund accounting and administration company all of which are subsidiaries of NorthStar Financial Services Group.
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