In today’s challenging environment, investors are looking for a different model for financial advice. Independent RIAs are independent, fee-based and free from conflicts of
SSG serves over a thousand independent RIAs around country, ranging from experienced advisory firms to small, start-up businesses, to registered reps transitioning to the fee-basis model.
June 24, 2019. San Diego, CA and Boston, MA - Shareholders Service Group (SSG) and Blueleaf announce a new strategic partnership that will provide Blueleaf’s proprietary product access, special pricing and exclusive practice management consulting to the 1,600 Independent RIAs that use the brokerage and custodial services of SSG. As part of the strategic partnership, SSG executives will partner with Blueleaf on long-term product roadmap and feature development.
Shareholders Service Group (SSG), www.ssginstitutional.com, provides brokerage and custodial services exclusively for independent registered investment advisors (RIAs).
Blueleaf powers the augmented advisory experience. Blueleaf’s industry-leading platform includes automated reporting and communication capabilities to help advisors serve their clients, grow their business and live their lives.