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David Canter
Voices
What RIA sellers need to know
David Canter
EVP, Practice Management and Consulting
Fidelity Clearing & Custody Solutions
The big questions firm owners should be asking in a booming M&A market.
With stark warnings about scale, IBDs make their pitch to RIAs
Executives from Pershing and Fidelity say smaller firms can find a home in the hybrid space.
Why RIAs should — and shouldn't — discount their fees
Firms with over $250 million in AUM are unbundling more service offerings, a new study shows.
Advisors warned: Wake up to seismic industry changes
Executives say wealth management’s evolution means automation, lower salary expectations and niche practices.
How RIAs are fighting the 'war for talent'
A career path with established performance goals has become a critical element of compensation.
Fidelity taps Canter as head of RIA business
The 17-year industry veteran says organic growth is the biggest issue facing advisory firms.
How the big time M&A game is changing
Fidelity report: What RIA buyers want and what sellers need to know.
Why advisers must alter fee structures — or risk falling behind
Margins are down and expenses are up, Fidelity's new benchmarking study finds. Pricing models need to be re-visited.
RIA sellers guide: Who's buying, and what they want
Breaking down the benefits and red flags of the industry's leading acquirers.
