Shareholders Service Group

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  Top 7 Tech Trends for Advisors in 2013

  By Joyce Hanson, AdvisorOne  |  December 19, 2012

  Technology is not just about Excel spreadsheets anymore. Big tech changes are ahead for advisors in 2013.

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  An Annuity RIAs Will Love? SSG’s Dan Skiles Explains

  By John Sullivan, AdvisorOne  |  October 2, 2012

  Can RIAs ever love annuities? Apparently so.

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  The Tab for Independence

  By Ellen Uzelac  |  August 23, 2012

  Can advisors across the spectrum afford to go independent, no matter their asset level? Opinion is mixed.

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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.