Shareholders Service Group

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  Mario Draghi: The 2012 IA 25 Extended Profile

  By James J. Green, AdvisorOne  |  May 22, 2012

  What seems clear, even in the midst of what appears to be a crisis without end in the eurozone, is that Draghi’s leadership at the ECB has averted a much more serious disaster on the Continent.

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  5 Tips to Help Advisors Use Pinterest, a ‘Virtual Pinboard’

  By Danielle Andrus, AdvisorOne  |  May 1, 2012

  If Facebook and Twitter aren’t enough, there’s a new social media platform that may help advisors with their marketing campaigns.

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  What ‘Better’ Regulation Might Look Like

  By James J. Green, AdvisorOne  |  March 26, 2012

  A favorite complaint of advisors is regulation.

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  Smart Tax Planning Now: 22 Days of Tax Planning Advice for 2012—Final Update

  By James J. Green, AdvisorOne  |  March 22, 2012

  AdvisorOne's annual monthlong special report providing a calendar of practical advice and strategic insights on a host of tax planning topics for advisors and their clients.

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  Valliere at SSG: Economy Is ‘Healing’ but Watch Out for Iran

  By James J. Green, AdvisorOne  |  March 6, 2012

  Chief political strategist at Potomac Research Group optimistic on economy and markets, but warns of fallout from possible Iran attack and of increased ‘paralysis’ in Congress after elections.

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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.

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  FSI Reports Record Attendees for Annual OneVoice Conference

  By James J. Green, AdvisorOne  |  January 18, 2012

  More than 600 registrants and 65 exhibitors already for Jan. 23-25 conference for independent broker-dealer advocacy group.