Blog & News

Presented by College Aid Pro - College costs continue to rise and the four-year sticker price of college now exceeds $300,000 at some of our most prestigious institutions. As [...]

Please join us to learn more about Advyzon's industry-leading all-in-one technology solution. Along with a product overview, they will highlight some of their latest enhancements including deep integration with [...]

Presented by Morningstar - As regulations and client expectations intensify, so does the need for effective, proven risk tolerance testing and more-personalized portfolio creation. Learn how, with the right [...]

Imagine never having to print an account opening form. Instead, your client receives a pre-filled engagement, he/she applies an e-signature, and then it is ready to be sent to SSG. [...]

Please join us for our next SSG Technology Webinar. This webinar with be hosted by Dan Skiles, President of SSG. Dan will highlight some recent technology announcements for NetX360, NetXInvestor [...]

Session eligible for CFP CE - Presented by Jean Dunn from T. Rowe Price: The top 10% of earners under age 50 represent one of the biggest opportunities to grow [...]

In this webinar, John Prendergast, CEO, and Justin Shepard, Advisor Success Coach, will dive into how to adjust your technology stack to save more time and money so you can [...]

Join Tim Whiting, Chief Revenue Officer and Managing Director of Sales, as he provides an overview of the Investment & Wealth Institute (formerly IMCA) and its educational programs and CIMA [...]

Please join Founder & CEO Chad Blythe as he demonstrates the power of the 1-Page Financial Plan and how to return greater value through a more modern planning process. PlantechHub [...]

Join us for an exclusive Shareholders Service Group webinar as Mitch Dunn, Managing Director, Large Accounts at Riskalyze, will introduce you to the Risk Number, illustrating how advisors use Riskalyze [...]