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?

Benchmarking can help you tweak your Wealth Management Department to strengthen service and revenue

Top Compliance Questions Credit Union Executives Should Ask

Top 3 Things CEOs Need to Know

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PFG In the News

Click on a link below to discover what’s new at PFG.

PFG Welcomes OCCU & USE CU

PFG Received Distinguished OSJ Partner Award from SAI!

Press Release: PFG Recognized as the Top Branch with Securities America based on 2019 Production

CUE Financial chooses PFG as its Succession Solution

Priority Financial Group (PFG) Expands Executive Team, Appointing Susi Bennett as Chief Operating Officer

P FG Partners with Riskalyze

Priority Financial Group Selects Securities America, Inc. as new Broker-Dealer partner

Securities America Adds Priority Financial Group

PFG Builds on its Quality Advisor University

Securities offered through Securities America, member FINRA/SIPC. Advisory services offered by PFG Advisors. Priority Financial Group, PFG Advisors and Securities America are separate entities.

CLICK HERE FOR A COPY OF PFG ADVISORS' RELATIONSHIP SUMMARY (FORM CRS)

CLICK HERE FOR A COPY OF SECURITIES AMERICA, INC'S RELATIONSHIP SUMMARY (FORM CRS).

Free and simple tools are available to research firms and financial professionals at investor.gov/CRS, which also provides educational materials about broker-dealers, investment advisors, and investing.

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Resources & Insights

Access Resources and Insights