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The TPFG Guided Paperwork Solution (GPS) streamlines the task of submitting new accounts to TPFG. With GPS, advisers can conveniently group and send all the necessary account-related forms to clients for electronic signing through DocuSign®.
TPFG's Chief Investment Officer Judith Cheng moderates our quarterly Asset Allocation Committee Meeting. A series of informative Strategist presentations on the performance of our suite of Strategy PLUS model portfolios.
TPFG Portfolio Manager Dan Helmick moderates our quarterly Asset Allocation Committee Meeting. A series of informative Strategist presentations on the performance of our suite of Strategy PLUS model portfolios.
Strategy PLUS performance overview from our Portfolio Management team.
Co-Chair Megan Meade hits the red carpet a the recent Wealthie Awards in New York City and talks about what makes TPFG unique.
Our Portfolio Management Executives give us an overview of our Strategy PLUS performance, our newly launched funds from Fidelity®, Invesco, and Janus Henderson, and nine new models on our Strategy PLUS platform.
Capital Group Research and Practice Management Execs share valuable insights into their 2021 Advisor Benchmark Survey. Find out what the highest growth advisors do differently.
Your financial advisor and the Pacific Financial Group would like you to understand the additional choices that may be available to you in your employer’s group retirement plan.
To kick off the new year, we brought together our elite group of industry strategists to share unique viewpoints on the market and the year ahead in investing.
Quarterly Asset Allocation Committee Meeting. Listen in as our strategist partners share updates on their models and their economic views.
Learn how to help your clients towards their retirement goals, while they are still working!
TPFG Introduces Strategy PLUS™, a new flagship investment platform.
In this video, learn how to use and navigate the Advisor Portal.
In this video, explore the Client Portal and learn how to use it.
In this video, discover how you can audit your portfolios.
In this video, learn how to run and understand Report and Queries.