With Finity360, CG Financial Services has increased advisor technology adoption and halved the number of applications it needs to make its technology vision a reality. PHILADELPHIA, Penn., July 20, 2022 – CG Financial Services, a growing financial advisory firm with…

A Suite of Apps That Can Transform Your Business with Gerry Murphy | Advisorpedia Gerry Murphy is the CEO of Arcus Partners, a forward-thinking, fintech and service-focused company whose team and unique brands align with their clients, partners and investors to…