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Fidelitys David Canter takes a hard look at the most-important issues for independent RIAs in the coming year.
January 5
Fidelity Clearing & Custody Solutions -
Former chief executive Paul Purcell will stay on as chairman of Baird.
January 5 -
Scott Bessent, who oversaw George Soross $30 billion fortune for the last four years, will be managing $4.5 billion by the end of the first quarter, one of the largest hedge fund startups ever.
January 5 -
Stockholders lose out, bondholders to control company.
January 4 -
The former wirehouse advisors make their move to the bank channel with SunTrust Private Wealth Management.
January 4 -
Here's what industry insiders and elite members of the Top 40 Under 40 say it takes to make it to the top.
January 4 -
On Wall Street unveils the biggest producers under age 40 at the super regional and regional broker-dealers.
January 4 -
Chicago-based NextCapital announced a $16 million funding deal in mid-December that includes support from Manulife and AllianceBernstein. It had already found investors in 2014 from Russell Investments and Transamerica Ventures Fund.
January 4 -
See which advisors topped this year's list of the biggest producers under age 40.
January 4 -
Its not easy being one of the largest RIA firms in the nation. The leaders are doing everything it takes to lure the right talent, grow their practices and remain truly independent.
January 4






