Dan Skiles, SSG’s Tech Guru: The 2014 IA 25 Profile
Technology, yes, but in his new role at Shareholders Service Group Skiles offers insights into more than just the latest software.
Shareholders Service Promotes Dan Skiles to President
Technology and business expert raised to presidency of rapidly growing custodian Shareholders Service Group.
At SSG, a Focus on Compliance, Including Expert Advice for State- and SEC-Registered RIAs
Some states are shifting field examiners to handle registration duties for the “Big Switch,” says Chris Winn of AdvisorAssist; states reaching out to RIAs, says NCS’ Kellli Capitano.
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.
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....
Scoping the Competition
At the annual TD Waterhouse conference, the buzz w