Fidelity Clearing & Custody Solutions

The accounts will be managed through Wealthscape, allowing advisers access to their client’s finances to help manage rising healthcare costs.

Carolyn Clancy, head of the BD segment, says its 200 client firms need more tools and capabilities in a new era of wealth management.

“The amount of capital available to this industry is small relative to the size of the need,” says one new lender.

Still, advisors thinking of selling are urged not to procrastinate.

Third-party providers can boost AUM, but due diligence is critical.

Firms who resist or fail to understand advisors’ needs will lose the game, according to a panel of executives.

Advisors report what they love — and hate — about tech at companies holding client assets.

Firms who "do nothing" will be in a "precarious position," advisors are warned at a Fidelity conference.

The asset manager and custodial giant found positive correlations in several metrics for companies that focus on inclusion.

The tax-focused IBD is betting on a switch to Fidelity and Envestnet while undergoing a cultural shift.

M&A data varies widely among providers.

The IBD network disclosed the renewal of its clearing agreement, along with three firms’ intention to self-report possible mutual fund violations to the SEC.

Blucora CEO John Clendening says the cuts to head count should taper off by next year, when the firm will have dropped as many as 1,000 reps in 16 months.

The change is needed to better align the interests of RIAs and the custodians that serve them.

Banks and wirehouses have a head start on data, while RIAs face challenges, according to a new report.

The definition of independence for advisors is changing, according to a new report.

The new platform aims to scoop up mass-market clients with just $5,000 in investable assets.

The nation's largest IBDs are growing again, but are they innovating fast enough to keep up with the industry's transformation?

Aside from filling an obvious gender gap, new evidence is emerging about the reasons why firms should promote diversity.