Custodians/Fee Only

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Fidelity Investments Aligns Clearing And Custody Units

by FA Staff

Boston-based Fidelity Institutional has combined its clearing and custody businesses into one unit.

United Capital Recruits $2 Billion Firm


United Capital Financial Advisers has recruited a 23-person advisory firm with more than $2 billion in AUM to its partnership, the firm announced today.

Charles Schwab Says It Seeks New CFO


Charles Schwab Corp. is searching for a new CFO and is weeks away from introducing its ETF robo-advisor platform, says CEO Walt Bettinger.

Five Things To Watch In The RIA Space In 2015


Changing demographics and generational wealth transfers will lead to tremendous shifts in the RIA business.

Fidelity 2014 Profit Surged, But Equity Outflows Doubled


Fidelity Investments said on Thursday operating profit rose 29 percent to $3...

Time to Worry: Investors Are Confident Again


New data from Fidelity shows that while the world panicked late last year, many individual investors in the U.S. were buying stocks.

Magic Johnson: Surround Yourself With The Best People You Can Find


At the recent TD Ameritrade conference, Magic Johnson stole the show.

Indexing’s Existential Controversy

by Jeff Schlegel & Evan Simonoff

Rob Arnott on the rise of smart-beta indexes (and their critics).

Robo Assets Grew Significantly In ’14

by Jeff Schlegel

According to Corporate Insight, total assets managed by 11 leading robo-advisors reached $19 billion as of early December, up 65% since April 2014.

Independents To Top Wirehouses In Asset Market Share By ’19

by FA Staff

The combined asset market share among independent advisor channels should top that of the wirehouses in the next four years, Cerulli says.

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