Articles tagged "Dan Skiles"
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With Vanguard and Venrock as backers, Altruist is taking careful aim at RIA custody power, with SSG a big building block and an even bigger sign
The Los Angeles custody startup is playing small ball and bully ball with an approach aimed as much at TAMPs and fintechs as RIA custodians.
March 16, 2023 at 4:29 AM
Peter Mangan and wily Dan Skiles host pre-elite RIAs on their Torrey Pines turf with bragging rights and a sense of SSG style
Shareholder Services Group's 1,600 hundred strong advisor army marches on its stomach as it racks up three firms a week without much marketing and few retail branches
May 1, 2019 at 6:01 AM
Small RIA custodians eye 400-plus RIAs who may come into play thanks to TD Ameritrade-Scottrade deal -- but with a cultivated calm
Accepting RIA orphans is less automatic than more-the-merrier policy of RIA inclusion that traditionally held sway at TradePMR, Folio Institutional, Trust Company of America, Equity Advisor Solutions and Shareholders Service Group grow, learn and seek profits
June 12, 2017 at 7:36 PM
With Pershing as canvas, Dan Skiles and Peter Mangan paint a picture of a budding RIA custodian
Shareholders Service Group has 1,500 RIA firms and counting and displayed a satisfying air of permanence at its San Diego conference
May 1, 2017 at 4:14 PM
How an eclectic trio of RIA custodians are willfully gaining ground with snail-like precision -- Part 2 of 3
Lazarus-like RBC has another new leader, as does Trust Company of America and Shareholders Service Group, which is selling itself as a Pershing reseller of high security, but with more agile service
June 15, 2016 at 8:08 PM
Feeling RIA custody oats, Dan Skiles and Peter Mangan attract smaller RIAs but big-name lights to SSG event
The ex-Schwab RIA software chief delivered keynote at his Shareholders Service Group confab
April 25, 2016 at 7:41 PM
Peter Mangan taunts rival RIA custodians as Shareholder Services Group adds weapons, advisors
San Diego event celebrates emerging advisors and their emerging custodian
April 27, 2015 at 5:37 PM
Five RIA happenings: MarketCounsel shapes up; Zohar emerges, a new RIA-focused recruiting firm pops up and two more
Zohar reappears; Dan Skiles cements his status in San Diego and TD's selects Mitt Romney as its keynote next month
December 9, 2013 at 7:42 PM
Reed Colley steps down from executive-level duties after selling Black Diamond
With bucks in the bank and his Advent mission largely accomplished, the 36-year-old entrepreneur is eyeing ventures, offering his two cents at Advent when asked
September 26, 2013 at 3:55 AM
Suresh Kumar moves on to BNY Mellon and Pershing and NetX360 adjust to life without the maestro
The Jersey City-based clearing and custody company is filling the big shoes of its former chief information officer with two of his former underlings
October 9, 2012 at 4:22 PM
After a year under wraps, Laser App unveils a new "anywhere" product at its sixth annual conference in San Diego
Laser App Anywhere is, from its cloud, fundamentally different from the company's legacy desktop, server-based software products
August 27, 2012 at 3:29 AM
A year after the Advent-Black Diamond deal, the merged company is making some big chess moves
Reed Colley switches coasts as new hire Mike Golaszewski heads the other way to Jacksonville and the Advent-Black Diamond sales teams merge
May 21, 2012 at 3:34 AM
Laserfiche user conference draws a big crowd that wants to toss filing cabinets
Dan Skiles, Bill Winterberg and Joel Bruckenstein lent an RIA air to the 1,600-person event
January 31, 2012 at 5:38 PM
Charles Goldman will give a speech and Shareholders Service Group will make noise in the marketplace
Over 300 independent RIAs are expected in San Diego along with Spenser Segal, Lou Stanasolovich, Bob Veres and Norm Boone
December 14, 2011 at 4:04 PM
Fidelity gives its execs a one-day crash course in RIA practice management
As a harbinger of a bigger initiative, the financial services giant called Mssrs. Skiles, Welling, Hurley and Rogers to a room in Boston
