CAI in the News

Radnor, PA – Capital Analysts added 2005 to its string of record breaking years, boosting total revenues by 13.6% over 2004, which was also a record breaking year. In December Investment News already ranked CAI # 28 among the Top 50 independent broker/dealers for 2004 gross revenues, up from #34 for 2003.

Radnor, PA – Capital Analysts Incorporated (CAI), a national, independent broker/dealer based in the Philadelphia area, has introduced an innovative program that pairs financial advisors who transfer to the B/D with a seasoned top producer with the firm.

RADNOR, PA — Capital Analysts Incorporated (CAI), an independent broker/dealer with offices nationwide, has again been named among the Top 50 Independent Broker/Dealers in the country, based on gross revenues. CAI President Named to Board of New Industry Organization

Bob Cogan, President of Capital Analysts Incorporated (CAI), has been instrumental in the formation of the new Financial Services Institute (FSI) and was invited to serve on its board of directors. This important new organization is a spin-off from the Financial Planning Association (FPA). The organization's primary mission is to be an advocacy group for independent broker/dealers. Additionally, Bob was recently reappointed to serve as an industry member to the National Association of Securities Dealers (NASD) Committee for Independent and Insurance Company Distribution. This committee reviews issues of importance to firms like CAI and makes recommendations to the NASD staff and the board. The NASD is one of the regulatory agencies for the financial services industry.

Here's how Capital Analysts caters to nearly 500 financial advisor.
By Trady Longo