Articles tagged "Peter Mangan"


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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 — 8:08 PM UTC

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 — 7:41 PM UTC

Fidelity will soon charge a big fee to small advisors

Boston-based custodian is on service crusade and economics need to work

September 24, 2010 — 3:52 AM UTC

As Black Diamond deal starts to click, small custodian gets another hot partner

Shareholders Service Group gives its 700 RIAs access to Envestnet's services

September 8, 2010 — 5:09 AM UTC

Several hundred small RIAs gain access to Black Diamond software at reduced rates

Shareholders Service Group will be one service point for its advisor clients

May 11, 2010 — 6:07 AM UTC
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