Updated Friday, August 1, 2014 as of 9:58 AM ET
- RIAs
6 Tips From a High-Performing RIA
Thursday, March 28, 2013

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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