Articles tagged "Shareholders Service Group"
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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
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 at 7:36 PM
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
20 months in: A field dispatch from an advisor who started an RIA in a strange city with no clients
After stints as a Beverly Hills broker for Merrill and a salesman for Schwab, the Navy veteran went deep into academia to learn his trade
December 23, 2015 at 7:49 PM
The 10 biggest threats to the RIA business heading into 2014
The fiduciary planning model is taking shots from every angle but the jugular looks inaccessible
December 27, 2013 at 11:02 PM
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 at 3:55 AM
How I picked technology -- from Black Diamond-in-SSG to Dudamobile -- to use in my startup RIA
We're free of legacy systems and just in time for mobile computing, cloud storage, and social media's adoption by the masses
February 12, 2013 at 5:23 PM
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 at 4:22 PM
Not without criticism, TD Ameritrade opens an 'insurance agency' for RIAs that want to provide annuities
Schwab says it will also use more annuities to meet the swelling demand for retirement income but Jefferson National's CEO questions the custodians' focus on traditional annuities
September 28, 2012 at 4:19 PM
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 at 3:29 AM
Black Diamond is setting its sights on smaller advisors and other things I learned over breakfast with Reed Colley
Advent Custodial Data and Moxy are now part of the Black Diamond arsenal and pricing may become attainable for small RIAs with moxie
June 6, 2012 at 2:44 AM
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 at 3:34 AM
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 at 5:38 PM
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 at 4:04 PM
Volatile markets spark interest in rebalancing software - along with questions about how much is necessary
The Wall Street Journal publishes an article looking at rebalancing's efficacy and tops execs at Tamarac and RedBlack offer thoughts
