Shareholders Service Group (SSG) and Russell Investments announce partnership to deliver practice management expertise to RIAs

- Russell Investments to be National Sponsor at the SSG Conference for RIAs and Partner on Monthly Best Practices Sessions

SEATTLE, December 5, 2018 — Shareholders Service Group announced today a new partnership with Russell Investments to provide business and practice management resources for the 1,600 independent RIAs that custody with SSG. As part of this groundbreaking agreement, Russell Investments will provide a range of multi-media practice management content through keynote speeches at the annual SSG Conference for RIAs, as well as in-person sessions and online demonstrations

“We are very excited to announce this year-long marketing agreement with Russell Investments,” said Dan Skiles, President of SSG. “As Russell Investments further expands its marketing reach into the RIA channel, advisors that use our brokerage and custodial services have the opportunity to expand and enhance their service models based upon the extended research and tools that Russell Investments provides.”

This seminal agreement between Russell Investments and SSG includes a national sponsorship of the 2019 SSG Conference for Independent RIAs, to be held April 24-26, 2019 at the prestigious Hilton La Jolla Torrey Pines. There, Russell Investments’ practice management experts will deliver a keynote presentation along with practice management sessions to help advisors run better businesses. To continue the momentum, education and conversation throughout the year, Russell Investments will also provide bi-monthly business and practice management webinars tailored for RIAs working with SSG.

“We look forward to delivering our suite of investment and business solutions to RIAs who leverage SSG's Advisor’s Advantage program,” said Paul Marino, Director, National Sales and Head of RIA, Bank Trust and Family Office at Russell Investments. “As the financial services industry continues to become more complex and competitive, we believe successful RIAs will look to partner with firms such as Russell Investments that have extensive overall capabilities including practice management, third party outsourcing, and individual strategies. We are pleased to begin this partnership with SSG.”

About Shareholders Service Group

Shareholders Service Group (SSG),, provides brokerage and custodial services exclusively for independent registered investment advisors (RIAs). SSG provides a full range of brokerage and back office service and support with a robust technology platform, access to a full suite of investment vehicles, and a highly experienced service team that only serves independent RIAs. The company was founded in 2002, and currently serves approximately 1,600 advisory firms throughout the country. The management team began serving independent RIAs in the 1980s.

About Russell Investments

With more than 80 years of experience, Russell Investments is a global investment solutions provider, dedicated to helping investors reach their long-term goals. Russell Investments offers investment solutions in 31 countries, manages more than US$287 billion in assets (as of Sept. 30, 2018) and provides consulting services on $2.4 trillion in assets (as of June 30, 2018). Russell Investments specializes in multi-asset solutions and investment and implementation services with a goal of delivering the best investment strategies, managers and asset classes to its clients around the world. Headquartered in Seattle, Washington, Russell Investments operates globally with 21 offices, providing investment services in the world’s major financial centers such as New York, London, Tokyo and Shanghai.

Steve Claiborne,

Important information:

The members of the Russell Investments group of companies are not affiliated in any manner with Shareholders Service Group. Russell Investments’ ownership is composed of a majority stake held by funds managed by TA Associates with minority stakes held by funds managed by Reverence Capital Partners and Russell Investments’ management.

Frank Russell Company is the owner of the Russell trademarks contained in this material and all trademark rights related to the Russell trademarks, which the members of the Russell Investments group of companies are permitted to use under license from Frank Russell Company. The members of the Russell Investments group of companies are not affiliated in any manner with Frank Russell Company or any entity operating under the “FTSE RUSSELL” brand.

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