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Articles tagged "Peter Mangan"


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Dan Skiles constructively wields the largest staff lunch budget in RIA custody

Peter Mangan and wily Dan Skiles host pre-elite RIAs on their Torrey Pines turf with bragging rights and a sense of SSG style

Shareholder Services Group's 1,600 hundred strong advisor army marches on its stomach as it racks up three firms a week without much marketing and few retail branches

May 1, 2019 at 6:01 AM

SSG software chief Dan Skiles makes his creative contribution to an advisor-crowdsourced painting.

With Pershing as canvas, Dan Skiles and Peter Mangan paint a picture of a budding RIA custodian

Shareholders Service Group has 1,500 RIA firms and counting and displayed a satisfying air of permanence at its San Diego conference

May 1, 2017 at 4:14 PM

Joshua Pace: Some advisors have grown so frustrated that they make a change to go to independent custodians. We don't compete on any level with advisors.

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 at 8:08 PM

Dan Skiles: The reality with today's advisor technology is that you can compete with anyone -- you don't have legacy issues.

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 at 7:41 PM

Mike Durbin: We’ve very comfortable with the move but as you might imagine, advisors have reacted negatively.

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 at 3:52 AM

Peter Mangan: We were interested in them longer than they were interested in us.

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 at 5:09 AM

Peter Mangan: If there’s a knock, it’s that there’s so many features that it makes it difficult for advisors to find the ones they need

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 at 6:07 AM

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