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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

Author Brooke Southall December 14, 2011 at 4:04 PM
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Charles Goldman has kept a low profile but maintains an intense interest in the RIA business


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Mentioned in this article:

ActiFi, Inc.
Consulting Firm
Top Executive: Spenser Segal

Shareholders Service Group
Asset Custodian
Top Executive: Peter Mangan



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