Photos: Mike Mareen/Shutterstock; Erik Svoboda/Shutterstock
It's hard to believe it is 2020. We have seen so much growth and change from a technology product perspective in our profession, yet perhaps not enough progress has been made for some systems. For example, back in 2010, desktop-based applications were fairly common in an advisor's office. Now, almost everything is cloud based or some version of a "hybrid" type solution, leveraging installed components connected with a cloud environment.
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Dan Skiles
Dan Skiles is President of Shareholders Service Group, and his focus includes technology, finance, operations and strategy. Prior to joining SSG, Dan served as Vice President of Advisor Technology Solutions at Charles Schwab & Co., Inc. He began his career at Jack White & Company in 1994. Dan may be reached at [email protected]
