Fidelity's David Canter on What's Driving the Momentum to Independence
Mindy Diamond | WealthManagement.com, September 2018
Read the article online >Summary: [Podcast] David Canter, Executive Vice President and head of the RIA segment at Fidelity Clearing & Custody Solutions, joins Mindy to explore the mindset and motivations of the increasing number of advisors making the move to independence, as well as the expanding role custodians play in the space. (Hint: It’s no longer solely about safe asset custody.)
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