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."
Combined fee-based and commission-based businesses are on the rise. See how this adaptable model offers flexibility, while helping you maximize opportunities with access to a...
In this presentation, CEO of Cambridge Eric Schwartz shares with you details on solving the challenges facing independent advisors, including business continuity and succession planning.
New investor attitudes toward risk call for a new approach by advisers. Download this whitepaper to discover financial options you might have ignored in the...
Jun 30, 2015
Join ThinkAdvisor & Well 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...
May 14, 2015
Join leading advisors from Laserfiche to learn how to harness ECM power and efficiency to your firm.