Guest Columnist Tim Welsh

Great article about a terrific conference! SSG delivered a conference packed full of engaging content and valuable networking opportunities. Bill Winterberg added fuel with his 'live from Coronado’ approach… and a great time was had by all! One of my favorite conferences just keeps getting better!

Tim, 

When I was at RedBlack I had the privilege to work with Dan Skiles on a technology partnership. In the end we were able bring advanced software to burgeoning RIA firms. It was a great experience and it was exciting to watch SSG’s growth then add it is today. You always knew when you were talking to Dan or Peter that they were serious about their niche and going somewhere. I also had the privilege of attending their first venue which provided an atmosphere of friendship and valuable networking. Congratulations for giving the power to the emerging firm. 

Pete Giza | VP Bus Dev | WealthSite Inc

Peter Mangan taunts rival RIA custodians as Shareholder Services Group adds weapons, advisors

Peter Mangan: If you don't become asset custodians, we won't become investment advisors.

Peter Mangan SSG

Ashfield Capital Partners

Brian Hamburger

Dan Skiles

Tim Welsh

Greg Friedman

Bill Winterberg

Michael Kitces

Andy Hill

Lyman Howard

Jane Beule

This section contains news and coverage about the dozens of conferences held in the advisory industry every year. Those conferences range from annual events put on by the big custodians to small hands-on workshops hosted by law firms, consultants and tech companies, among others. RIABiz can't cover all the conferences, but this page includes our stories about those we have written about.

We hope that getting a flavor of the different gatherings helps you decide which are worthwhile attending and &mdash; if you're in the conference business yourself &mdash; what clicks with attendees and what doesn't. Have a suggestion for a conference we should cover? Email me, Brooke Southall at <a href="mailto:brooke@riabiz.com">brooke@riabiz.com</a>.

Conferences

Asset custodians are the central players in the RIA business and choosing one is the biggest decision most financial advisors will make to build their business. As the place where RIAs park their assets (the same way a captive broker would park assets at Merrill Lynch or UBS), custodians serve hundreds or thousands of these registered investment advisors and make big investments in technology and service on their clients' behalf.

This section features a series of articles under the “Asset Custody Project” label that cover these companies in a way that keeps advisors abreast of their progress – both with journalistic commentary and a common set of data so that advisors can easily compare them. The articles look at the strengths, weaknesses and niche capabilities of these companies.

&mdash; Brooke Southall

Here are links to the profiles of custodians:

 <li><a href="http://www.riabiz.com/a/11942001/">Equity Advisor Solutions</a></li>
 <li><a href="http://www.riabiz.com/a/4977738934910976/with-robo-advisors-on-the-rise-robo-custodian-apex-is-rising-them-a-diamond-mined-from-the-rubble-of-the-penson-worldwide-debacle">Apex Clearing</a></li>
 <li><a href="http://www.riabiz.com/a/11320001">Raymond James</a></li>
 <li><a href="http://www.riabiz.com/a/10207085">State Street</a></li>
 <li><a href="http://www.riabiz.com/a/1812010">Ceros Financial</a></li>
 <li><a href="http://www.riabiz.com/a/9033656">Fidelity</a></li>
 <li><a href="http://www.riabiz.com/a/7435709">Pershing</a></li>
 <li><a href="http://www.riabiz.com/a/1212007">Royal Bank of Canada</a></li>
 <li><a href="http://www.riabiz.com/a/133138">Scottrade</a></li>
 <li><a href="http://www.riabiz.com/a/8101589">Schwab</a></li>
 <li><a href="http://www.riabiz.com/a/8788433">TD Ameritrade</a></li>
 <li><a href="http://www.riabiz.com/a/124061">Trade-PMR</a></li>
 <li><a href="http://www.riabiz.com/a/1161005">Trust Company of America</a></li>
 <li><a href="http://www.riabiz.com/a/1490002">BNY Mellon</a></li>
 <li><a href="http://www.riabiz.com/a/5385142">Folio Institutional</a></li>
 <li><a href="http://www.riabiz.com/a/108011">Shareholders Service Group</a></li>
 <li><a href="http://www.riabiz.com/a/5933001">National Advisors Trust</a></li>
 <li><a href="http://www.riabiz.com/a/22600260/how-us-bank-appeared-on-the-scene-as-an-ria-custodian-and-where-it-might-find-love">US Bank</a></li>
</ul>

If you want a more chronological look at news about the custodians, just scroll down.

RIA Custodians

San Diego event celebrates emerging advisors and their emerging custodian

Peter Mangan taunts rival RIA custodians as Shareholder Services Group adds weapons, advisors

Karyn DeJong

Pete Giza

Related Moves

May 16, 2024 at 1:56 AM

May 7, 2024 at 5:04 AM

March 9, 2024 at 2:58 AM

February 14, 2023 at 3:15 AM

RIABiz Directory

White Paper Postings

Special Sections

Common Tags

Recent Articles

Popular Writers

RIABiz

Directory

Archives

Connect

Peter Mangan taunts rival RIA custodians as Shareholder Services Group adds weapons, advisors

Karyn DeJong

Pete Giza

Related Moves

May 16, 2024 at 1:56 AM

May 7, 2024 at 5:04 AM

March 9, 2024 at 2:58 AM

February 14, 2023 at 3:15 AM

RIABiz Directory

.css-1ry76po{display:inline;font-size:1em;color:#fff;}.css-1ry76po p{display:inline;}.css-1ry76po:hover,.css-1ry76po:focus{color:#c5d9eb;-webkit-text-decoration:underline;text-decoration:underline;}White Paper Postings

.css-1d1ry76{padding-top:12px;padding-bottom:12px;}Special Sections

Common Tags

Recent Articles

Popular Writers

RIABiz

.css-1wxybbc{display:inline;font-size:1rem;color:inherit;}.css-1wxybbc p{display:inline;}.css-1wxybbc:hover,.css-1wxybbc:focus{color:#c5d9eb;-webkit-text-decoration:underline;text-decoration:underline;}Directory

Archives

Connect

White Paper Postings

Special Sections

Directory