Dan Skiles

About the Author

Dan Skiles

Dan Skiles, EVP, is involved in all aspects of managing Shareholders Service Group, which provides dedicated services for independent registered investment advisors from its San Diego headquarters. Specific areas of focus include technology, finance, operations and strategy. Prior to joining SSG, Dan served as Vice President of Advisor Technology Solutions at Charles Schwab & Co. He began his career at Jack White & Company in 1994.

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  Is Your Technology Up to Date or Out of Touch?

  By Dan Skiles  |  May 22, 2012

  From a technology perspective, it truly is a great time to be an advisor.

• Toys or Tools: The Mobile Revolution

  By Dan Skiles  |  April 24, 2012

  There’s no doubt that advisors are quickly adopting mobile technology.

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  Considering E-Signatures

  By Dan Skiles  |  March 26, 2012

  Electronic signature technology (e-signature) has been around for a number of years.

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  How Serious Are You About Securing Your Data?

  By Dan Skiles  |  March 1, 2012

  Advisors today have access to more client data than ever before, but in this day and age, advisors can’t afford to get sloppy with security.

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  2012 Tax Season Survival Guide: 22 Days of Tax Planning Advice

  By Dan Skiles  |  February 1, 2012

  Some best practices and operational procedures to make tax season for all advisors—not just tax preparers—a little less hectic.

• Five Tech Steps to Start 2012 Right

  By Dan Skiles  |  December 28, 2011

  Moving from one year to the next provides a natural opportunity to evaluate and plan.

• New Cost Basis Reporting Best Practices

  By Dan Skiles  |  November 28, 2011

  We have almost completed our first year under the IRS’s new cost basis regulations and reporting requirements.

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  Business Resumption Planning: It’s The Little Things

  By Dan Skiles  |  November 1, 2011

  In September, my office was hit with a power outage.

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  How Scalable Is Your Firm’s Technology?

  By Dan Skiles  |  October 1, 2011

  Whenever we experience significant market volatility—specifically to the downside—the pressure on advisors to respond efficiently and effectively can increase dramatically.

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  Are You In a Technology Rut?

  By Dan Skiles  |  August 24, 2011

  There is little we do to run a business today that doesn’t involve some form of technology.