Efficient Advisors Offers Gladstone Analytics

PHILADELPHIA, Aug. 18, 2016 /PRNewswire/ -- Efficient Advisors (EA), a third-party asset manager and strategist, announced a strategic partnership with Gladstone Associates, a premier corporate advisory firm for the financial services industry, to provide EA's advisors with access to the Gladstone Analytics software suite of assessments and tools. Gladstone Analytics software enables advisors to gauge the health of their practice and grade themselves on their firm's business stability, client stability and overall market risk, then take appropriate steps to improve their firm's value.

Efficient Advisors supports financial advisors seeking to offer their clients a passive, structured investing approach based on academic discipline. By outsourcing the investment management function, advisors are able to focus more on working with clients. In addition to handling investments, EA also offers comprehensive back office services and practice management support.  

"Like Efficient Advisors, Gladstone Associates is committed to helping financial advisory firms perpetuate and grow into the future," said EA President Nicole Newlin. "By offering our advisors access to Gladstone Analytics, we can help them make the most informed decisions on critical business issues."

Paul Lally, president and co-founder of Gladstone, will speak to advisors at Efficient Advisors' 2016 Fall Summit in Chicago on September 29, on practice continuity and business succession planning.

"Gladstone Analytics was created to help advisors build the value of their businesses," said Lally. "It has morphed into not only an outstanding valuation tool, but also a great practice management and benchmarking solution. We are pleased that Efficient Advisors has selected us to share our technology platform with their advisory clients and provide additional guidance to their practices."

ABOUT EFFICIENT ADVISORS

Efficient Advisors is a privately held SEC Registered Investment Adviser, TAMP and strategist that creates portfolios ready for the emerging fiduciary environment, and fields a successful 3(38) offering for retirement-plan advisors. Founded in 2009 and headquartered in Philadelphia, Efficient Advisors has $1.2 Billion in assets under management and administration as of March 30, 2016. Efficient Advisor's open-architecture platform, low-cost portfolios and practice-management tools are designed to help independent advisors serve their clients' best interests effectively while helping their businesses to thrive. For more information, visit www.efficientadvisors.com.

ABOUT GLADSTONE ASSOCIATES

Gladstone Associates, LLC consults with successful investment advisors, broker-dealers and other independent financial institutions on corporate strategy, succession planning and transaction advisory services. Founded in Philadelphia in 2006, Gladstone provides complete business and M&A advisory services for business leaders and entrepreneurs. Gladstone Analytics is the business intelligence technology platform Gladstone developed for financial advisors who want to accurately value, benchmark and optimally run their practices. Its cutting-edge tools allow financial advisors to measure, monitor and maximize the value of their businesses. For more information, visit www.gstonellc.com or http://www.gladstoneanalytics.com.

SOURCE Efficient Advisors

Related Links

http://www.efficientadvisors.com