 There are three things that are perpetually on their [Advisors] minds. Number one is “How do I grow, how do I continue to grow, how can I grow faster, how do I make sure that my growth is not just generated by market returns?”Abby David Canter, Fidelity Clearing & Custody Solution |
David Canter: The Case for Merging Now
Steve Garmhausen | Barron's, July 2019
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Summary: DAVID CANTER LIKES TO THINK of his team at Fidelity Clearing & Custody Solutions as business consultants who just happen to be in the wealth management vertical. “Our orientation,” says the man in charge of serving some 3,000 registered investment advisors, “is, ‘How can we help our clients to grow and succeed and endure in the marketplace?’”
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