Tag

SSG

6 articles

Articles tagged "SSG"

Jason Wenk speaks to RIABiz by Zoom: "We're a lot bigger than people realize. I don't think it's going to be the case in 10 years."

Mar 16, 2023

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.

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

May 1, 2019

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

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

May 1, 2017

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

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

Apr 25, 2016

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

SSG

Articles tagged "SSG"

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

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

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

Feeling RIA custody oats, Dan Skiles and Peter Mangan attract smaller RIAs but big-name lights to SSG event

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