David Canter, Head of RIA Segment, Fidelity Clearing & Custody Solutions met with Julie Cooling, Founder & CEO, RIA Channel at Fidelity’s Inside Track 2019 Conference to discuss what’s trending in the RIA channel, and how Fidelity is supporting its growth.
Recognizing the increasing momentum behind the RIA industry, Canter and his team at Fidelity have dedicated considerable resources to aid client growth and sustainability.
The firm leverages on-the-ground consulting to help RIAs identify opportunities for organic or inorganic growth, as well as trends of scalability. On the technology front, Fidelity helps clients deliver a differentiated digital experience through its Automated Managed Platform, AMP. The digital managed account solution offers intuitive account opening, integrations with eMoney, and facilitates an easy transition from planning to implementation.
Beyond supporting their own clients, Fidelity aims to amplify the voice of the entire RIA community.
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