Articles tagged "Dan Skiles"


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Small RIA custodians eye 400-plus RIAs who may come into play thanks to TD Ameritrade-Scottrade deal -- but with a cultivated calm

Accepting RIA orphans is less automatic than more-the-merrier policy of RIA inclusion that traditionally held sway at TradePMR, Folio Institutional, Trust Company of America, Equity Advisor Solutions and Shareholders Service Group grow, learn and seek profits

June 12, 2017 — 7:36 PM UTC

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 — 4:14 PM UTC

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

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

San Diego event celebrates emerging advisors and their emerging custodian

April 27, 2015 — 5:37 PM UTC

Five RIA happenings: MarketCounsel shapes up; Zohar emerges, a new RIA-focused recruiting firm pops up and two more

Zohar reappears; Dan Skiles cements his status in San Diego and TD's selects Mitt Romney as its keynote next month

December 9, 2013 — 7:42 PM UTC

Reed Colley steps down from executive-level duties after selling Black Diamond

With bucks in the bank and his Advent mission largely accomplished, the 36-year-old entrepreneur is eyeing ventures, offering his two cents at Advent when asked

September 26, 2013 — 3:55 AM UTC

Suresh Kumar moves on to BNY Mellon and Pershing and NetX360 adjust to life without the maestro

The Jersey City-based clearing and custody company is filling the big shoes of its former chief information officer with two of his former underlings

October 9, 2012 — 4:22 PM UTC

After a year under wraps, Laser App unveils a new "anywhere" product at its sixth annual conference in San Diego

Laser App Anywhere is, from its cloud, fundamentally different from the company's legacy desktop, server-based software products

August 27, 2012 — 3:29 AM UTC

A year after the Advent-Black Diamond deal, the merged company is making some big chess moves

Reed Colley switches coasts as new hire Mike Golaszewski heads the other way to Jacksonville and the Advent-Black Diamond sales teams merge

May 21, 2012 — 3:34 AM UTC

Laserfiche user conference draws a big crowd that wants to toss filing cabinets

Dan Skiles, Bill Winterberg and Joel Bruckenstein lent an RIA air to the 1,600-person event

January 31, 2012 — 5:38 PM UTC

Charles Goldman will give a speech and Shareholders Service Group will make noise in the marketplace

Over 300 independent RIAs are expected in San Diego along with Spenser Segal, Lou Stanasolovich, Bob Veres and Norm Boone

December 14, 2011 — 4:04 PM UTC

Fidelity gives its execs a one-day crash course in RIA practice management

As a harbinger of a bigger initiative, the financial services giant called Mssrs. Skiles, Welling, Hurley and Rogers to a room in Boston

October 31, 2011 — 12:37 AM UTC

A key Schwab web manager jumps cross country to Pershing

Mike Golaszewski will likely join in NetX360-related efforts

November 19, 2010 — 7:39 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