Shareholders Service Group

Shareholders Service Group


Business head: Peter Mangan

No. clients: 1411

Min. assets: None

In the News

What's next for Shareholders Service Group?

May 20, 2019 - To understand what's next for great custodians, you need to understand how they got here. Peter Mangan explains how SSG has grown "gracefully" and how it plans to expand in the next year.

The secret to understanding your clients? Know thy past

May 20, 2019 - If you want to understand your clients' decision making, take a look into the decisions they've made in their past. Live from the Shareholders Service Group Conference, Sarah Fallaw of DataPoints explains how the data can offer amazing insights.

SSG's Skiles: The future of financial planning

May 2, 2019 - With an overwhelming demand for advice, advisers stand at the fulcrum of opportunity and bandwidth. Dan Skiles of Shareholders Service Group explains the secret to success.

What's next in fintech?

May 2, 2019 - The fintech industry is evolving quickly, but Brian McLaughlin of RedTail has his finger on the pulse. Check out some of his insights from the Shareholders Service Group Conference in San Diego.

SSG's Mangan: How to build trust

May 1, 2018 - Trust is the most essential, and most evasive, factor to building a great practice. How can you earn and keep your client's trust? Peter Mangan of Shareholders Service Group explains.

Scottrade advisers test custodial waters

August 7, 2017 - As TD Ameritrade Holding Corp. closes in on its September acquisition of Scottrade Financial Services, some competitor custodians have been quietly watching, waiting and rolling out the red carpet to Scottrade advisers who might choose to leave in the...

Shareholders Service Group to offer Jemstep Advisor Pro to RIAs

February 17, 2017 - Jemstep Advisor Pro, a client engagement and investment management tool, is being made available to the more than 1,500 RIA firms that do business with Shareholders Service Group, Jemstep's parent, Invesco, said in a press release. The Jemstep digital...

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