Shareholders Service Group Conference 2012

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  Fellow Advisors, All Your Models Are ‘Garbage’: John Mauldin

  By James J. Green, AdvisorOne  |  March 2, 2012

  After the developed world, and eventually even the U.S., deleverages, asset allocation models can be brought back. Is France the next Greece, or is it Japan?

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  Charles Goldman to Advisors: Be Paranoid About Your Business

  By James J. Green, AdvisorOne  |  March 2, 2012

  Former Schwab, Fidelity executive warns SSG advisors at conference to avoid arrogance, focus on forming a vision for their firms and not to overlook power of wirehouses.

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  At SSG, a Focus on Compliance, Including Expert Advice for State- and SEC-Registered RIAs

  By James J. Green, AdvisorOne  |  March 2, 2012

  Some states are shifting field examiners to handle registration duties for the “Big Switch,” says Chris Winn of AdvisorAssist; states reaching out to RIAs, says NCS’ Kellli Capitano.

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  At SSG Conference, CEO Mangan Focuses on Trust and Independence

  By James J. Green, AdvisorOne  |  March 1, 2012

  At first national conference of Shareholders Service Group, leader Peter Mangan says fiduciary standard shows investors who they can trust.