Blog

Monday, January 15, 2024

The old ways of doing business aren’t working like they used to, even as demand for wealth advisory services is rising. Incorporating AI can help financial advisors reach new clients.

Friday, December 8, 2023

Empower has been added as a custodian to GPS. TPFG Advisors can now open Empower accounts and submit trading authorization on GPS.

Thursday, November 30, 2023

We’re proud to announce that our Strategy PLUS SDBA Model Portfolio program was named a WINNER of a 2023 Luminaries Award in the FINANCIAL & INVESTMENT INNOVATION category.

Wednesday, November 29, 2023

We are pleased to announce that MML IMA is now available in GPS. Additionally, we have made improvements to the service request form and added instructions for opening a Fidelity Brokeragelink account.

Thursday, November 16, 2023

The client experience is not merely a buzzword but a fundamental factor that distinguishes exceptional advisors.

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Monday, November 13, 2023

The latest updates and the addition of Schwab PCRA new account type in GPS that would make opening an account with Schwab faster and more convenient in GPS.

Monday, November 13, 2023

In the dynamic and ever-evolving landscape of financial advising, professionals are constantly seeking ways to enhance efficiency, streamline operations, and provide superior services to their clients. One powerful solution that has...

Monday, October 16, 2023

October brings with it not only the fall season but also an excellent opportunity to emphasize the importance of financial planning. This month serves as a reminder to review, reflect, and refine client financial goals and strategies.

Friday, October 13, 2023

The past few months in the markets are a reminder of a not-so-successful alligator hunting experience. Dr. Elio Chiarelli, Jr., PhD, AIF® paints a unique picture of his view of the recent market environment.

Saturday, September 23, 2023

In recent years, a seismic shift has been taking place in the realm of workplace retirement accounts, such as 401(k), 403(b), and 457 plans. The traditional approach of offering these plans as mere savings vehicles has evolved into a...

Friday, September 22, 2023

A powerful strategy that has gained traction among investment professionals is "sleeving." Sleeving refers to dividing a portfolio into multiple sleeves, each managed separately and tailored to specific objectives or investment strategies.

Friday, September 22, 2023

The convergence of wealth management and the retirement business has emerged as a promising and highly profitable opportunity for financial advisors.

Friday, September 8, 2023

The Pacific Financial Group’s business challenge was to overhaul the forms processes in support of RIAs and broker-dealer firms, to reduce NIGOs and improve the advisor-client experience. Read a case study on how we are doing just that.

Friday, September 1, 2023

This article explores the complex relationship between Gen Z's investment strategy and their emotions, which include optimism, caution, and a strong desire for influence.

Wednesday, August 23, 2023

The adoption and utilization of artificial intelligence is accelerating fast. The boundless potential and value of AI across different industries is also attracting plenty of investors.

Monday, August 21, 2023

Industry recognition for our Strategy PLUS Turnkey Asset Management Platform keeps coming in! We’re proud to announce that our Strategy PLUS SDBA Model Portfolio program was named a finalist for the 2023 Luminaries Awards in the...

Friday, August 18, 2023

Information in advance regarding business process changes related to the merger between Schwab and TD Ameritrade later this year.

Monday, August 14, 2023

Retirees with Advisors Have More Monthly Income Than Those Who Don’t. Their income is nearly twice as much as what the average retiree has, says a new Schroders’ study on U.S. retirement issues.

Tuesday, July 11, 2023

TPFG Insights: Does your advisory practice have a clear path to growth? Bryan Powell, Sr. Dir., Practice Management, with Janus Henderson Investors outlines three actionable strategies to help advisory teams..

Monday, June 19, 2023

We’re proud to announce that for the second consecutive year, our Strategy PLUS SDBA Model Portfolio program was named a finalist for the 2023 Wealth Management Industry Awards in the TAMP-Model Marketplace category.Strategy...

Wednesday, June 14, 2023

As I look at the portfolios in the Capital Defender Series, it is very much a financial garden. Just as pests and weeds can sneak into a garden, unwanted guests can sneak into our portfolios. Selecting the right investments is critical.

Tuesday, June 6, 2023

We are thrilled to announce that long-time staffer Marin Fujiwara has been named Advisor Relationship Manager, with a specific focus on building deeper trust and loyalty with key TPFG producers.

Thursday, May 18, 2023

With approachable warmth and authenticity, CEO Megan Meade has been our innovator and guiding soul for over 30 years.The Pacific Financial Group (TPFG) was originally founded in the Pacific Northwest in the mid-eighties.

Wednesday, April 12, 2023

The Pacific Financial Group (TPFG) announced the launch of its new client onboarding system – Guided Paperwork Solution (GPS), designed to streamline the client onboarding process and enhance the client experience.

Tuesday, March 28, 2023

Congratulations to our partners at Janus Henderson for being recognized with two Refinitiv Lipper Fund Awards.

Tuesday, March 28, 2023

Do Bad Things Only Come in 3’s…or more? I wrote about the collapse of SVB and Signature Bank a couple of weeks ago. Perhaps there is light at the end of the tunnel as other banks come to the rescue.

Tuesday, March 21, 2023

Female investors are at a disadvantage when it comes to retirement preparedness. Here are 6 tips to get women on track for retirement.

Tuesday, March 14, 2023

Given recent events, we're providing the TPFG perspective on the recent collapse of Silicon Valley Bank (SVB).

Thursday, March 9, 2023

March Madness, as we know it today, came from humble beginnings to describe the excitement surrounding the Illinois state high school basketball tournaments. It first appeared in print almost sixty years ago and is credited to Henry...

Tuesday, February 28, 2023

Our goal has always been to make top-tier investment management available and affordable to every retirement saver, regardless of account size.

Thursday, February 23, 2023

Volatility is no fun for most investors, but these four things may help investors achieve their long-term goals.

Monday, February 13, 2023

Reconciling the market rally with a cooling economy: TPFG Strategy PLUS Strategist Partner and Head of Equity Research Matt Peron explains how investors can navigate the disconnect between a slowing economy and a market rally by...

Monday, January 30, 2023

Former Lincoln Financial Executive leads the National Account Team focused on Widening SDBA Model Portfolio Distribution.

Wednesday, January 18, 2023

TPFG is pleased to announce our sponsor support for OneVoice 2023, the annual kickoff event for the Financial Services Institute (FSI).The Financial Services Institute has a clear mission that aligns perfectly as our own - ensure that...

Tuesday, January 17, 2023

Janus Henderson survey findings can help financial professionals better educate and engage with younger investors.

Thursday, January 5, 2023

2023 begins with important news from TPFG. In response to hundreds of advisors wanting greater access to our Strategy PLUS Model Portfolio Marketplace for retirement plan participants, we lowered our fees. 

Friday, December 23, 2022

If you are like me, around this wonderful time of year, you have several family traditions that you look forward to not only completing, but also passing onto the next generation. 

Tuesday, December 20, 2022

Opportunities to Strengthen Client Relationships: Matt Sommer, Head of Defined Contribution and Wealth Advisor Services at Janus Henderson, discusses how findings from Janus Henderson’s 2022 Retirement Confidence Report...

Tuesday, December 13, 2022

A discussion of the latest tools that help advisory firms deliver personalization at scale, increase capacity and drive business momentum.

Friday, December 2, 2022

We are very excited to announce that Judith Cheng has joined our leadership team as our new Chief Investment Officer.Judith has extensive experience in investment strategy, analysis, and research, most recently with DWS and BNY Mellon....

Friday, November 11, 2022

As we ended the first half of 2022, equities have officially entered bear market territory and at the same time, the magnitude of the downturn in fixed income securities is of historic proportions.

Friday, November 4, 2022

Every year, a group of friends and I make the journey to South Dakota for our annual pheasant hunt. Other than the 27-hour drive from Florida to the middle of South Dakota, it is an event that I look forward to each year. This year was...

Sunday, October 9, 2022

Whether you are building, joining or looking to improve your financial advisory team, the goal should be to create something that adds up to more than the sum of its parts.

Monday, October 3, 2022

TPFG has a due diligence relationship with Wilshire, one of the most respected names in the industry for manager research. Wilshire gives Weekly Market Updates with charts and Quarterly webinars that you can access through TPFG.

Tuesday, September 27, 2022

The Pacific Financial Group (TPFG), a wealth management innovator and leader in Self-Directed Brokerage Account Management (SDBA) announced a partnership with CapIntel, a leading Toronto-based financial technology company.

Monday, September 26, 2022

Recessions can be complicated, misunderstood and downright scary. But, most of all, they're hard to predict. Capital Group helps educate and prepare us with their 2022 GUIDE TO RECESSIONS.

Wednesday, September 14, 2022

Strategy PLUS SDBA Model Portfolio program has been named a finalist for the 2022 Wealth Management Industry Awards in the TAMP-Model Marketplace category.

Tuesday, August 23, 2022

Learn how to create meaningful connections with clients and prospects by seeking to surprise and delight them through unexpected actions.

Tuesday, August 16, 2022

Interactive events will deliver timely new client acquisition and practice growth strategies to financial advisors utilizing retirement plan brokerage windows and in-plan advice.The Pacific Financial Group (TPFG), a wealth management...

Monday, August 1, 2022

Janus Henderson Investors Retirement Director explains why it’s critical for today’s financial professionals to recognize and understand cultural differences to establish trust with clients and prospects.

Monday, July 11, 2022

The Pacific Financial Group Announces Organizational Changes and Elevates the Next Wave of Executive Leadership.

Monday, June 27, 2022

Capital Group released its 2022 Midyear Outlook, which offers long-term perspectives on the global economy as well as opportunities in equity and fixed income investing.

Wednesday, June 22, 2022

It’s glaringly obvious that advisors need to get better at finding, attracting, and working with younger clients.

Wednesday, June 22, 2022

According to the Conway Center for Family Business, family businesses account for 64% of the U.S. Gross Domestic Product (GDP), yet 57% of family businesses have no formal succession plan.

Friday, May 6, 2022

What is Environmental, Social, and Governance (ESG)? In the early days of socially responsible investing, managers screened out or "boycotted" certain companies, but now SRI has become a much bigger global initiative.

Monday, April 4, 2022

April marks the start of Financial Literacy Month, a nationally recognized movement to raise public awareness about the importance of financial wellness.

Wednesday, March 16, 2022

Inflationary pressures have clearly worsened, largely driven by energy prices as well as other commodity prices due to the Russia-Ukraine crisis. Kristina Hooper, Chief Global Market Strategist at Invesco provides perspective.

Monday, March 14, 2022

TPFG is pleased to announce a new relationship with WILSHIRE, one of the most well-known names in manager research.

Wednesday, March 9, 2022

Investors have faced several headwinds thus far in 2022.  Inflation has continued to advance higher, and the Federal Reserve has shifted its focus away from stimulating the economy and toward quantitative tightening and interest rate hikes.

Thursday, March 3, 2022

According to Schwab’s SDBA Indicators Report, plan participants who remained resilient throughout 2021 saw their balances end the year on a strong note. For Advisors, new SDBA client growth opportunities are everywhere. TPFG can help.

Thursday, February 24, 2022

Wednesday, February 2, 2022

By any measure, 2021 was a transformational year in the independent wealth space. This year is shaping up to be even more evolutionary.

Monday, January 31, 2022

Nearly two years since the beginning of COVID, prospects and clients are still concerned. Some are reluctant to meet. Some can’t wait. Everything has changed. Read this practical guide to mastering the virtual sale.

Tuesday, January 18, 2022

There have been many studies conducted about the benefits and costs of professional financial advice. Research has focused on portfolio performance and return generation. But are investors who receive professional guidance also more likely

Wednesday, December 1, 2021

Janus Henderson's Michael Futterman, the Head of Knowledge Labs® Professional Development explains and offers some ideas for going beyond the usual gestures as autumn and the holiday season approaches

Tuesday, November 23, 2021

The Pacific Financial Group (TPFG), an SEC Registered Investment Advisory firm and pioneer in Self-Directed Brokerage Account Management, is pleased to announce the addition of Invesco to its Strategy PLUS™ platform. Invesco has...

Monday, November 22, 2021

Roll Over Beethoven If Ludwig were alive today, had a retirement account, and you were his financial advisor, there are some things you would need to know before giving him a "rollover recommendation".

Tuesday, October 26, 2021

Addressing Investor Fears There are lots of things to be afraid of in the world we live in, so don’t add yourself to that list. Meaning, most humans have an instinctive aversion to danger, with one of the most feared dangers...

Tuesday, September 14, 2021

Because most of us haven’t figured out how to transfer thoughts from our brains to another’s without written or spoken words, we rely heavily on language to communicate almost everything. As a financial professional, the...

Wednesday, September 8, 2021

EVP Cory Kendall Expands His Role at the Self-Directed Brokerage Leader The Pacific Financial Group (TPFG), an SEC Registered Investment Advisory firm and leader in Self-Directed Brokerage Account Management, has named industry veteran...

Wednesday, August 4, 2021

Overviews PFG Strategy Overview Invesco/Janus Henderson/Fidelity Overview ESG Models Overview Model Strategies Overview New Fact Sheets and Materials Mapping/Comparison Chart Snapshots FAQ

Tuesday, July 13, 2021

Learn How to Embed Your Valuable Advice Early. 1. Understand Embedded Finance. Simply put, embedded finance provides the every-day consumer access to financial products like payments, credit, investments, insurance, etc. through...

Tuesday, June 1, 2021

Company among a select group of women-owned and led firms. The Pacific Financial Group (TPFG), an SEC Registered Investment Advisory firm and leader in Self-Directed Brokerage Account Management, has again been named a top asset...

Tuesday, May 25, 2021

As a financial professional making suitable recommendations, you need to “know your client”. Many times though, we don’t know everything. Sometimes clients can be forgetful or have a personality type that...

Tuesday, April 27, 2021

TPFG challenges you to empower our youth on their path to financial wellness with easy, but important tips and resources.

Monday, April 19, 2021

Investors remain optimistic as the rally in global equities continues, with most indices posting all-time highs during the first quarter. Fixed income sectors, notably intermediate and long-term Treasuries, have faced the headwind of...

Monday, March 29, 2021

Over the last few months, intermediate and longer-term Treasury yields have begun to rise. The 10 Year Treasury is currently at 1.64%, about 100 basis points higher than last spring and summer. The increase in yields has caused many market

Friday, March 12, 2021

The U.S. economy is poised for a sharp rebound due to the widespread distribution of the Covid-19 vaccine and strong fiscal support. President Biden signed a $1.9T stimulus package which includes direct payments...

Wednesday, February 3, 2021

We are pleased to announce a new addition to our senior staff. Matt Hamilton has joined TPFG as President. His role is to unify and optimize the efforts of our National Accounts, Private Wealth, Strategic...

Friday, January 29, 2021

This past week has generated some exciting headlines in the financial media. GameStop, a video game retailer, appears to be the subject of a short squeeze, causing the stock price to skyrocket over 1000% since the start of the year.

Wednesday, December 23, 2020

The pandemic induced recession has broken the mold of a typical economic slowdown. One area that looks very different is the state of the consumer. This covers a broad range of measures such as savings, wages, and debt. While many are still

Friday, December 11, 2020

Economic and market conditions continue to evolve rapidly. In the short term, we are facing a resurgence in COVID-19 cases and renewed restrictions. However, we have promising news on a vaccine. The Pfizer-BioNTech vaccine has been approved

Monday, November 16, 2020

Scheduled to Go Live in Early 2021, the Integration Will Strengthen Transparency & Documentation Capabilities for Enterprises and Advisors NEWPORT BEACH, Calif. and CHICAGO, Nov. 12, 2020 /PRNewswire/ -- RiskPro and Envestnet, Inc....

Tuesday, October 20, 2020

Historically, investor risk profiling begins with an investor completing a risk tolerance questionnaire and then getting a label like “conservative”, or “aggressive”. We created RiskPro® because we found...

Tuesday, September 15, 2020

Validation Amid a Crisis The outbreak the COVID-19 virus rocked the global economy and financial markets. Understandably, fear and panic spread among millions of investors. Through it all, RiskPro® performed impeccably. From the...

Tuesday, September 15, 2020

The year of 2020 makes me think of many things, including some of my favorite John Lennon lyrics…. “Nobody told me there’d be days like these……. strange days indeed, most peculiar Mama, whoa!” 1...

Monday, September 14, 2020

The Week on Wall Street Stocks traveled a volatile path last week as investors appeared concerned about the upcoming elections, an uncertain economy, and more delays with additional fiscal stimulus. The Dow Jones Industrial Average...

Monday, September 14, 2020

Key Points: Election headlines are everywhere. Historically, volatility does not increase pre-election. Stay focused on long term goals and plan. There is no shortage of headlines this election season that may cause investors to...

Tuesday, September 8, 2020

The Week on Wall Street A late week sell-off sent stocks broadly lower as investors took some profits after stocks reached all-time highs earlier in the week. The Dow Jones Industrial Average slid 1.82%, while the Standard & Poor’s...

Monday, August 31, 2020

In May of 2020, The Pacific Financial Group, Inc. proudly launched the Strategy PLUS™ suite of professionally managed model portfolios for group retirement plans participants whose options were lacking, and no longer keeping...

Tuesday, August 25, 2020

On February 19, the S&P 500 reached an all-time high of 3,386. Shortly thereafter investors began to price in the economic impact from the COVID-19 pandemic, causing the market to make its most abrupt trip ever into bear market...

Tuesday, July 7, 2020

Carla Martin Director of National Accounts Industry veteran Carla Martin has joined The Pacific Financial Group (TPFG) asDirector of National Accounts. In her role, Carla is responsible for leading all firm initiatives related to...

Thursday, June 4, 2020

Key Points: Strategies are built for a variety of potential outcomes. Economic data is improving. Deployed 10% cash into equities across PFG Strategies. Markets and economies are complex systems driven by a wide range of variables....