AdviceIQ Signs CFD Investments as Enterprise Client

NEW YORK--()--AdviceIQ, a New York based digital branding platform for financial advisors, today welcomed CFD Investments as its latest enterprise client. CFD is a leading broker dealer firm offering comprehensive products, services and planning solutions to financial advisors nationwide. As a result of the new agreement, eligible CFD advisors will now be able to leverage AdviceIQ to increase their online visibility among a booming audience of individual investors.

“We are extremely proud to provide their clients with the ‘AdviceIQ boost,’ and equally honored to be featured amongst CFD’s impressive pool of advisor solutions.”

Brent Owens, CFD Investments CEO, spoke enthusiastically about the unique deal, which enables CFD advisors, whose credentials have been vetted and certified as trustworthy by AdviceIQ, to appear in daily rankings, articles, and in-depth profiles syndicated across USA Today,, Morningstar, The Street, and other popular websites in the AdviceIQ media network.

“CFD equips advisors with the creative, cutting edge products they need to meet their clients’ financial goals and expectations,” said Owens. “With the addition of AdviceIQ to our array of client-focused solutions, advisors can attest to the integrity of their offering and will be better positioned than ever to earn their clients’ confidence while guiding them toward the best possible financial resources.”

Nicholas Stuller, President and CEO of AdviceIQ, also praised the new partnership, “CFD Investments is a resilient, focused and dynamic broker dealer,” said Stuller. “We are extremely proud to provide their clients with the ‘AdviceIQ boost,’ and equally honored to be featured amongst CFD’s impressive pool of advisor solutions.”

About AdviceIQ

AdviceIQ is a digital hub for advisor-submitted articles, localized advisor rankings, and in-depth advisor profiles. Designed to provide consumers with rich financial content, AdviceIQ also employs geo-targeted syndication technology to help investors find local advisors. All featured advisors are vetted by AdviceIQ RCR™, the strictest regulatory review in the industry.

AdviceIQ is the founding sponsor of National Financial Advisor Week, a national event held annually as of September 15, 2014, that aims to spread awareness about the positive impact financial advisors provide investors in the achievement of their financial goals.

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AdviceIQ is a product of AIQ, Inc., which also publishes the Meridian-IQ directory of financial advisors licensed by over 725 fund companies, broker dealers, and software firms.

About CFD Investments

CFD is dedicated to providing Registered Representatives, Life Insurance Agents, and Investment Adviser Representatives with the necessary support, tools, techniques, quality financial products, and technology to achieve their clients' goals and objectives. Learn more at


Jehanne Wyllie, 646-867-6464
Marketing Communications
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Laura Stephens, 212-223-0651