![]() David Canter, executive vice president and head of practice management and consulting at Fidelity Institutional Wealth Services.
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Summary: What separates high-performing RIA firms from their competition? One factor: a pragmatic approach to technology, according to the 2013 Fidelity RIA Benchmarking Study. The annual study aims to tease out the drivers of RIA outperformance, separating the top quartile of RIAs, which it calls high-performing firms, from the rest. The top firms saw 1.5 times the growth, 1.3 times the profitability and 1.5 times the productivity of other firms in 2013.
![]() David Canter, executive vice president and head of practice management and consulting at Fidelity Institutional Wealth Services.
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