Dan Skiles spent years working for large companies, typified by eight years at Charles Schwab Institutional. Now that he's an executive VP at the much smaller Shareholders Service Group custodian based in San Diego, Skiles says he now feels "an alignment with advisors," and that many advisors that he's known for years that run their own relatively small practices, "have become great coaches" for Skiles in his new role. They'll say, "I remember when I left Merrill Lynch, when I left a big company and had to give up some of those things and started my own firm, let me tell you about these two things that you guys need to stay focused on." He reports that long-time friend and advisor Greg Friedman, of Junxure software and principal of Salient-Friedman Wealth Management, has "been an entrepreneur all his life, and now I think he actually respects me." Skiles says "It's a new club that I didn't know existed and now I guess I'm a quasi-member."
This whitepaper, written by Phil Blancato, President and CEO of Ladenburg Thalmann Asset Management, provides in-depth analysis on the use of leading economic indicators in...
Why do we make decisions that aren’t always in our own best interest? This group of articles from the Investments & Wealth Monitor takes a...
This collection of articles from IMCA's Investments & Wealth Monitor focus on retirement planning.
Jul 09, 2015
In this session we’ll discuss whether or not factor investing is truly active management, and how to define and test whether a factor exists.
Jun 30, 2015
Join ThinkAdvisor & Wells Fargo in this webcast to learn a dynamic four criteria approach and how to gain portfolio flexibility.
Jun 09, 2015
Join ThinkAdvisor for this live, interactive webcast and hear from the winners of the 2015 SMA Mangers of the Year on impact investing strategies and...