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June 21, 2012updated 04 Apr 2017 3:38pm

First Allied expands advisory platform

San Diego-based independent broker First Allied Securities, a subsidiary of First Allied Holdings, has expanded its advisory platform, Guided Portfolio Solutions (GPS).

By Verdict Staff

Designed to provide its affiliated advisors with a seamless and streamlined approach to conducting fee-based business, GPS allows advisors to tailor client investment solutions based on individual risk tolerance and objectives across all programs managed on the platform.

First Allied said the high level of efficiency within GPS has also allowed them to significantly reduce ticket charges and address a main barrier to advisors executing their own investment strategies.

First Allied president and CEO Adam Antoniades said the company aimed to develop an advisory platform that would increase advisors’ profitability, help advisors construct investment solutions for their clients; and be priced competitively.

Antoniades also explained that First Allied is currently working on further enhancements to its advisory platform including, among others, retirement planning capabilities, which will be released in regular intervals going forward.

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