Shareholders Service Group, RIA Custodian For New And Small RIAs, Partners With Advisor Products

Shareholders Service Group, a custodian to newly-formed and small RIAs, has partnered with Advisor Products, providing  SSG’s 1,500 RIAs with a source of advisor websites and client portals for external communications.

SSG’s high proportion of “emerging RIAs” and younger advisors, are a good fit for Advisors Products. While any advisor who wants to use the most modern tools and techniques could easily use our solutions, Advisor Products tools are well-suited to a tech-savvy advisors, who often are younger than the average advisor.

SSG chose to work with Advisor Products in the context of my long personal relationship with its principals, Dan Skiles, Peter Mangan, and Barry Boyte, who I've worked with many times for over two decades. The video below is Dan Skiles’ opening remarks at a webinar announcing Shareholders Service Group's (SSG) partnership with Advisor Products to SSG advisors, and you can learn about our discount program at SSG Institutional's YouTube Channel.


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