The established RIA services provider is joining forces with the leading modern custodian to accelerate a joint mission to make financial advice better, more affordable, [...]

Fast-growing independent RIA custodian adds innovative performance reporting and billing platform to provide over 1,600 advisors with preferred pricing and access to critical operational technology [...]

PROVIDENCE, R.I., [August 25, 2020] /PRNewswire/ -- Wealthbox, a leading CRM technology for financial advisors, today announced a partnership with Shareholders Service Group (SSG) that [...]

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 [...]

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 [...]

The anxiously awaited results from the 2020 T3/Inside Information Advisor Software Survey have been published and Shareholders Service Group (SSG) is proud to be the [...]