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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

Monday, April 25, 2016 – 7:41 PM by Guest Columnist Tim Welsh
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Dan Skiles: The reality with today's advisor technology is that you can compete with anyone -- you don't have legacy issues.

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Oisín's snippets: Charles Schwab brand goes up on Omaha's TD Ameritrade stadium, home of college baseball world series • Interactive Brokers lands an RIA custody insider, Charlie Latimer, to climb the custodian ladder

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Goldman Sachs nabs TD Ameritrade's Darla Sipolt for RIA custody; Kate Healy, Jim Dario and Peter Dorsey are among 1,000 staffers cut by Schwab post TD merger

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October 27, 2020 – 1:20 AM

See more related moves

Mentioned in this article:

TD Ameritrade
Asset Custodian
Top Executive: Tom Nally

Nexus Strategy
Consulting Firm
Top Executive: Timothy D. Welsh

Junxure
CRM Software
Top Executive: Greg Friedman

Technology Tools for Today
Consulting Firm
Top Executive: Joel Bruckenstein

Shareholders Service Group
Asset Custodian
Top Executive: Peter Mangan




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