THIRD PARTY RESEARCH

Objective and Unbiased

At Williams Financial Group we understand the importance of providing our affiliated independent Financial Professionals and their clients with access to comprehensive and high quality financial research from across various segments to help generate new investment ideas.

Towards that end, we have created an open architecture platform and welcome any and all research that a Financial Professional requires.

We have selected National Financial as a preferred provider of independent and exclusive research. Whether you manage your clients' portfolios yourself or choose a third-party manager, National Financial provides you with access to over 100,000 pages of constantly updated, vital information on the latest news and stock information, over 10,000 online, investment strategy reports and industry leading economic forecasts. 

National Financial Research Offerings include:

Third-Party Providers
Company Profiles Research
Standard & Poor’s®
Thomson Reuters

Economic Research
Argus Research
Decision Economics Inc.

Independent Research
Argus Research
Ativo Research LLC
Columbine Capital Services, Inc.
Ford Equity Research
Investor’s Business Daily
MarketGrader
Standard & Poor’s®
Zacks Investment Research, Inc.

Mutual Fund and Equity Research
Morningstar® Advisor Workstation
Morningstar® Mutual Fund Analytics

Quantitative Research
Market Edge®
MarketGrader

Street Research
Bradesco
Canaccord Adams
Stifel Nicolaus
SunTrust Robinson Humphrey