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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

Author Guest Columnist Tim Welsh April 25, 2016 at 7:41 PM
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Dan Skiles: The reality with today's advisor technology is that you can compete with anyone -- you don't have legacy issues.


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Mentioned in this article:

TD Ameritrade
Asset Custodian
Top Executive: Tom Nally

Nexus Strategy
Consulting Firm
Top Executive: Timothy D. Welsh

Junxure
CRM Software
Top Executive: Greg Friedman

Technology Tools for Today
Consulting Firm
Top Executive: Joel Bruckenstein

Shareholders Service Group
Asset Custodian
Top Executive: Peter Mangan



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