Subscribe

Fidelity’s outgoing RIA boss, David Canter, joining Bluespring Wealth as president

Bluespring

After a decade at Fidelity, Canter will take over leadership of Bluespring, the RIA roll-up subsidiary of Kestra Holdings, with a focus on M&A, firm strategy and organic growth.

Two days after an internal email at Fidelity Investments revealed the departure of the firm’s RIA custody leader, David Canter, Bluespring Wealth Partners announced Canter will be joining the advisory firm as its new president.

Canter, who's expected to stay at Fidelity through the end of July,

Subscribe or log in to read the rest of this content.

Related Topics: , ,

Learn more about reprints and licensing for this article.

Recent Articles by Author

Are AUM fees heading toward extinction?

The asset-based model is the default setting for many firms, but more creative thinking is needed to attract the next generation of clients.

Advisors tilt toward ETFs, growth stocks and investment-grade bonds: Fidelity

Advisors hail traditional benefits of ETFs while trend toward aggressive equity exposure shows how 'soft landing has replaced recession.'

Chasing retirement plan prospects with a minority business owner connection

Martin Smith blends his advisory niche with an old-school method of rolling up his sleeves and making lots of cold calls.

Inflation data fuel markets but economists remain cautious

PCE inflation data is at its lowest level in two years, but is that enough to stop the Fed from raising interest rates?

Advisors roll with the Fed’s well-telegraphed monetary policy move

The June pause in the rate-hike cycle has introduced the possibility of another pause in September, but most advisors see rates higher for longer.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print