Dan Skiles

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  Advent Software to Acquire Black Diamond for $73 Million

  By James J. Green, AdvisorOne  |  May 13, 2011

  Portfolio management software firm says Black Diamond’s management and technology will drive its advisor strategy.

• Joining a New Club

  By James J. Green, AdvisorOne  |  April 1, 2010

  Dan Skiles spent years working for large companies, typified by eight years at Charles Schwab Institutional. Now that he's an executive VP at the much...

• Navigator

  By James J. Green, AdvisorOne  |  April 1, 2010

  Dan Skiles has been working with advisors since 1994, when he joined what was then a privately held Jack White & Co. in San Diego....

• Upgrades

  By Staff Writer  |  August 1, 2008

  Schwab Institutional has launched PortfolioServices, which SI's VP of technology, Dan Skiles, calls an outsourced version of Schwab Performance Technologies' PortfolioCenter PMS application. The Web-based...

• Uneasy Partners

  By Janet Aschkenasy  |  February 1, 2008

  Jeffrey Palmer remembers what it was like back in the 1990s when his firm employed 30 different custodians nationwide, and relied on four staff members...

• Give Them What They Want

  By Lauren Barack  |  November 1, 2007

  Brian Stimpfl has no delusions that TD Ameritrade can provide every possible technology solution to all of its customers. On the other hand, Stimpfl knows...

• The Gatekeepers

  By Lauren Barack  |  January 1, 2007

  Andy Brincefield has offered his clients Web-based access to portfolio reports for years. But he finds that the clients who want to see their portfolios...

• UPGRADES

  By Staff Writer  |  August 1, 2006

  The Fidelity Charitable Gift Fund announced in late June the Charitable Investment Advisor Program, which allows independent investment advisors to provide discretionary investment management to...

• Preparing For Disaster; Offering Help To Those In Need

  By Staff Writer  |  November 1, 2005

  The devastation resulting from Hurricanes Katrina and Rita has prompted many advisors to revisit their disaster preparedness plans, but even those with good plans in...

• Preparing for Disaster

  By James J. Green, AdvisorOne  |  September 22, 2005

  Advisors should do real-world testing of disaster plans, counsels Schwab's Skiles