Articles tagged "SSG"
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With Vanguard and Venrock as backers, Altruist is taking careful aim at RIA custody power, with SSG a big building block and an even bigger sign
The Los Angeles custody startup is playing small ball and bully ball with an approach aimed as much at TAMPs and fintechs as RIA custodians.
March 16, 2023 at 4:29 AM
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
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
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
