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.

• Year-End Tech Tips to Remember

  By Dan Skiles  |  December 1, 2010

  If you are like me, you have a to-do list of items that need your attention.

• Is It Time to Switch Your Portfolio Management System?

  By Dan Skiles  |  November 1, 2010

  You can easily argue that the investment portfolio management system is one--if not the most--important technology in an advisor's office.

• Four Security Best Practices That All Advisors Should Implement

  By Dan Skiles  |  October 1, 2010

  When you think about the security around your technology systems and your firm's data, what level of confidence do you have? Are your computers protected...

• Server Rack--Don't Forget Physical Security

  By Dan Skiles  |  October 1, 2010

  How secure is your server? If you are like most of us, your first thought is in regard to the anti-virus program installed on your...

• Is the Password Enabled on Your Mobile Device?

  By Dan Skiles  |  October 1, 2010

  A simple but commonly overlooked security step is to enable the password on your mobile device. In the unfortunate event that your mobile device is...

• The Technology Coach: Quarter-End Performance Reporting Tips

  By Dan Skiles  |  September 1, 2010

  It may seem like 2010 just began, but it is already September. Are you ready for the end of the third quarter? Specifically, is your...

• The Technology Coach: Advisors: What Is Your Mobile Technology Strategy?

  By Dan Skiles  |  August 1, 2010

  August is one of the best months to think about new ideas--or in some cases give unsuccessful old ideas a second try with new thinking....

• The Technology Coach: It's Mid-Summer Technology Review Time

  By Dan Skiles  |  July 1, 2010

  Ah, summer! For all of us, now is the time to take a step back and enjoy a well-deserved break. For advisors, however, the slightly-less...

• A True Backup Test

  By Dan Skiles  |  July 1, 2010

  To conduct a legitimate test of your backup system, simply viewing the backed up files on a removable hard drive is not enough. A good...

• Buddy Up for Safety

  By Dan Skiles  |  July 1, 2010

  What does your firm do if you must evacuate your office for a couple of days or even weeks? One of the best ways to...