At SSG Conference, CEO Mangan Focuses on Trust and Independence
At first national conference of Shareholders Service Group, leader Peter Mangan says fiduciary standard shows investors who they can trust.
Now and Then
Bob Reed's decision to build a firm that allowed all its employees to exercise their abilities has led to growth in assets under management and...
The Fast Track: Letting Go
Recently, I had my weekly call with my client Bob Reed, of Personal Financial Advisors, LLC in Covington, Louisiana. Like many advisors today, Bob was...
After the Flood
Bob Reed considers himself one of the lucky ones. When Hurricane Katrina took its unexpected final turn toward the Gulf Coast, the Covington, Louisiana, financial...
More Help For RIAs
I had an epiphany this morning," says Peter Mangan, "and I realized I was wrong." Thank heavens, I thought to myself. I like Mangan. I didn't...
The Return of Peter Mangan
Peter Mangan is back, and he is looking to run a custodial business catering to independent advisors again. Only this time, Mangan owns the firm....