Fidelity Clearing & Custody Solutions

Talent wars are pushing compensation packages higher.

National Financial Services accused the brokers' former IBD of breach of contract in a case displaying the complexities of such moves.

The securities-backed lending platform provides liquidity to borrowers and transparency to advisors, the investment banking giant says.

At least three dual practices with nearly $1.5 billion in client assets have left since the No. 1 IBD unveiled the new guidelines.

The big questions firm owners should be asking in a booming M&A market.

Focus Financial adds a $4 billion wealth management firm to its expanding roster.

The CEO of the firm’s parent says it expects to trim hundreds more advisors from its ranks over coming months.

As investment management becomes a supporting service, software providers are facing disruption.

Executives from Pershing and Fidelity say smaller firms can find a home in the hybrid space.

A collaboration with Lincoln has yielded 30 platform enhancements for advisors, with more to follow.

Independent firms need capital, but some top executives question private equity's benefits.

Investors want more clarity and better options when it comes to fees.

Firms need to deliver value differently in a changing industry, a Fidelity study found.

A career path with established performance goals has become a critical element of compensation.

The 17-year industry veteran says organic growth is the biggest issue facing advisory firms.

Fidelity report: What RIA buyers want and what sellers need to know.

The former Fidelity RIA head replaces a 30-year company veteran.

The move comes as a surprise; "active search" for a replacement underway.

Margins are down and expenses are up, Fidelity's new benchmarking study finds. Pricing models need to be re-visited.