Blog & News
2020 T3/Inside Information Advisor Software Survey Puts SSG as Top Rated Custodial Platform
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 highest-rated custodial platform in the [...]
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On April 20, 2023, we hosted a virtual Town Hall with Altruist’s Founder and CEO, Jason Wenk. Below, watch our discussion, sharing how our merger will provide you with [...]
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On March 23, 2023, we hosted a virtual Town Hall with Altruist’s Founder and CEO, Jason Wenk. Below, watch our discussion, sharing how our merger will provide you with numerous [...]
Altruist acquires award-winning SSG custodial platform to expand services offering
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, and accessible to everyone. LOS ANGELES [...]
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CircleBlack's mission is to make it easier for advisors to transform the financial lives of their clients. Our modern cloud-based platform provides performance reporting, rebalancing, billing and client communication [...]
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As the Federal Reserve's campaign against inflation continues to weigh on stocks and bonds, many liquidity investments are riding the rate hikes to pursue attractive returns. Join Federated Hermes' [...]
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The FAFSA Simplification Act will make sweeping changes to an already confusing and complex financial aid process. With great change comes great opportunity. Join us to learn what challenges [...]
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A decumulation planning software service that provides truly dynamic retirement income planning, tax-smart distributions and an auto-populated, one-page interactive dashboard to track retirement and ongoing distributions. Income Lab's advanced [...]
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David leads Portfolio Management and Research for Markin and regularly speaks with advisors that use the services of SSG. David has been an invited speaker at numerous family offices, [...]
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Presented by Helen Yang, CFA, Founder and CEO of Andes Wealth Technologies. If you are not satisfied with the risk tolerance and onboarding solutions on the market, come to [...]
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The presentation will review model portfolios for how they may be adversely impacted in economic scenarios such as a soft landing, hard landing, or stagflation. Stress tests will be [...]