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Peter Mangan taunts rival RIA custodians as Shareholder Services Group adds weapons, advisors

San Diego event celebrates emerging advisors and their emerging custodian

Author Guest Columnist Tim Welsh April 27, 2015 at 5:37 PM
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Peter Mangan: If you don't become asset custodians, we won't become investment advisors.

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Mentioned in this article:

MarketCounsel | HamburgerLaw
Compliance Expert, RIA Set-up Firm, Regulatory Consultant
Top Executive: Brian Hamburger

Nexus Strategy
Consulting Firm
Top Executive: Timothy D. Welsh

CRM Software
Top Executive: Greg Friedman

Consulting Firm
Top Executive: Bill Winterberg

Consulting Firm
Top Executive: Michael Kitces

Karyn DeJong

Karyn DeJong

April 27, 2015 — 9:25 PM

Great article about a terrific conference! SSG delivered a conference packed full of engaging content and valuable networking opportunities. Bill Winterberg added fuel with his 'live from Coronado’ approach… and a great time was had by all! One of my favorite conferences just keeps getting better!

Pete Giza

Pete Giza

April 29, 2015 — 4:49 AM


When I was at RedBlack I had the privilege to work with Dan Skiles on a technology partnership. In the end we were able bring advanced software to burgeoning RIA firms. It was a great experience and it was exciting to watch SSG’s growth then add it is today. You always knew when you were talking to Dan or Peter that they were serious about their niche and going somewhere. I also had the privilege of attending their first venue which provided an atmosphere of friendship and valuable networking. Congratulations for giving the power to the emerging firm.

Pete Giza | VP Bus Dev | WealthSite Inc

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