Resources & Insights
Access Resources and Insights
In addition to assisting you in benchmarking your financial planning program’s performance, and the day-to-day management of your investment, insurance and estate planning programs, we offer resources that you can access here.
PFG Investing In Turbulent Times
- In this webinar, Michael Melby, Chief Investment Officer, puts the current crises into perspective and provides insights into what investors can do while working with their financial advisor.
Riskalyze & PFG Case Study
- See why co-founder and President of PFG, Michael Prior, says that from a compliance standpoint, the Risk Assessment gives PFG advisors a simple way to record client alignment with a recommended portfolio.
Peer to Peer – How are you doing?
Top Compliance Questions Credit Union Executives Should Ask