Displaying 4 results
David Canter joins CAIS as strategic advisor
Alternative investments platform reaffirms support for RIAs as it taps industry veteran.
Fidelity’s outgoing RIA boss, David Canter, joining Bluespring Wealth as president
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.
David Canter to exit Fidelity’s RIA custody business
The popular Fidelity exec has been in charge of the firm's registered investment adviser business since 2017, and has worked for Fidelity since 2009.
Schwab’s Clark, Fidelity’s Canter challenge Kitces over custody fees
Executives from the largest custodians offered Michael Kitces the opportunity to debate his ideas for restructuring custody fees. Kitces took to Twitter to accept the challenge.
