2015 articles in the press about Shareholders Service Group as well as press releases about the firm and articles written by SSG’s Dan Skiles in Financial Planning are displayed below. Contact 800-380-7370 with any questions or info@ssginstitutional.com

Press Releases

  • SSG Partners With Andy Gluck’s Advisor Products
  • Junxure Announces SSG Alliance
  • Advisor Partners and Shareholders Service Group Provide Advisors with Cost-Effective Asset Allocation Portfolio Solution
  • Shareholders Service Group Partners With Total Rebalance Expert
  • SSG Promotes Dan Skiles to President
  • Laser App Software Expands Relationship with Shareholders Service Group to Automate Forms Processes for Advisors
  • SSG to Offer Envestnet’s Integrated Wealth Advisory Platform
  • Black Diamond Inks Deal with Shareholders Service Group

Columns by Dan Skiles in Investment Advisor/ ThinkAdvisor

  • How Secure is your Wireless Connection?
  • Perfecting Your Tech Image
  • Summer School: 4 Tips to Protect your Tech
  • Who Are Your Technology Players? Don’t Overlook your Employees
  • Spend Wisely on Technology
  • Use Technology to Protect Clients’ Personal Information
  • How to Measure Your Firm’s Overall Efficiency

Recent Articles

  • Dan Skiles- Investment Advisor Magazine’s Top 25 Most Influential People
  • Sharholders Service Group Will Make Noise in the Marketplace
  • Custodian Gets Another Hot Partner
  • The UpStarts
  • A small RIA custodian in San Diego faces a new challenge: accelerating growth

All press and media inquiries may be sent to Barry Boyte, EVP, Marketing at bboyte@ssginstitutional.com