Fidelity Clearing & Custody Solutions

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.

Even as more planners see opportunities in the rule, a large cohort are reconsidering their careers.

These trends are expected to be at the top of RIA agendas next year, says Fidelity's David Canter.

Here is advice on everything from handling the unexpected death of a partner to upgrading technology.