Blog & News
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Too many holdings, too little time? During this webinar, Michael Kubik from T. Rowe Price, will cover "The Art of Clean Up," which is a consultative portfolio clean up service. [...]
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In our presentation, we will demonstrate the value trading and rebalancing brings to your tech stack. Our industry is rapidly advancing in technology and rebalancing software is an important part [...]
Shareholders Service Group (SSG) Partners with AdvisorPeak
Shareholders Service Group (SSG) and AdvisorPeak are pleased to announce a new agreement for the benefit of advisors who custody with SSG. Independent registered investment advisors that utilize the brokerage [...]
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https://vimeo.com/414149459
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Presented by Edwin Choi, Co-Founder, and CEO, Capitect. Learn how Capitect's modern performance reporting and client billing solutions enable you to meet the rising expectations of today’s clients. Starting at [...]
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Presented by Sarah Stanley Fallaw, Ph.D., co-author of The Next Millionaire Next Door and the founder of DataPoints LLC. Each client will have a unique response to the global pandemic [...]
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Presented by Kevin Lozer, Co-Founder, Holistiplan. Holistiplan, a tax planning software solution, helps financial planners be more comprehensive AND more efficient. Created by two CFP® professionals, Holistiplan drastically reduces the [...]
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Presented by Daniel Gregoire from RightCapital. Recent tax changes associated with the SECURE Act have left customers and prospects wondering how their financial future will be affected. Join us for [...]
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PreciseFP has made several enhancements since the first release and is excited to share those with Advisors during this webinar. PreciseFP is the industry leader in data-gathering and client engagement. [...]
Benjamin™ Announces New Relationship with Shareholders Service Group (SSG)
ATLANTA, GA (March 6, 2020) Today Benjamin™ announced a new relationship with Shareholders Service Group (SSG). Benjamin, the financial advisor industry’s first AI assistant that eliminates mundane and menial tasks, [...]