Shareholders Service Group

Shareholders Service Group

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Business head: Peter Mangan

No. clients: 1411

Min. assets: None

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In the News

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.

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.

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 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 in a name? For TCA by ETrade, everything

August 18, 2018 - Has Trust Company of America hitched its wagon to a star or turned its back on loyal clients? It depends on whom you ask. Either way, the $275 million acquisition in April of TCA by discount broker ETrade has the custodian world buzzing. In one corner...

    Notes
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