Updated Friday, August 1, 2014 as of 9:58 AM ET
- RIAs
6 Tips From a High-Performing RIA
Thursday, March 28, 2013
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As the executive vice president of practice management and consulting for Fidelity, David Canter meets with dozens of advisor firms each year. After the company released a recent benchmarking study defining the marks of a high-performing firm, Canter offered an example -- Truepoint, a Cincinnati RIA with $1.3 billion in assets under management, and $7.5 million in 2012 revenue.

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