Shareholders Service Group Partners with AdvisorPeak

Shareholders Service Group Partners with AdvisorPeak

SALT LAKE CITY, May 4, 2020 — 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 advisors that utilize the brokerage and...
AdvisorPeak Announces Operation Rebalance

AdvisorPeak Announces Operation Rebalance

Trading and rebalancing platform open to financial advisors free of charge through end of second quarter 2020. SALT LAKE CITY, April 1, 2020 /PRNewswire/ — AdvisorPeak today announced Operation Rebalance, a platform experience designed to provide investment...