Boston
05 May 2017
Reporter: Mark Dugdale
Fidelity names new RIA leader
Fidelity Clearing & Custody Solutions has appointed David Canter as head of its registered investment adviser (RIA) segment, following the departure of Bob Oros.

Canter will oversee sales and relationship management for the RIA segment. Oros left Fidelity in January after five years in the role.

A year after joining Fidelity in 2009 as COO of the RIA custody business, Canter was tapped to strengthen and expand the practice management and consulting offering.

Senior vice president of business analytics and consulting Matthew Chisholm has been promoted to take over from Canter as head of the practice management and consulting group.

“David Canter has deep knowledge of the RIA business, community and our clients,” said Sanjiv Mirchandani, president of Fidelity Clearing & Custody Solutions. “He is a trusted consultant and thought leader. David’s fresh vision will continue to help our clients and talented associates succeed and grow today and in the future.”

He added: “Matthew Chisholm’s ability to apply data and strategic insights to solve business challenges has made him a tremendous asset to our clients. He has a keen focus on capitalising on growth opportunities and will continue to serve our clients well as he takes on this expanded role.”

More news
The latest news from Asset Servicing Times
Join Our Newsletter

Sign up today and never
miss the latest news or an issue again

Subscribe now
BNP Paribas: ESG investment seeing increased interest
25 May 2017 | London | Reporter: Stephanie Palmer
The survey report noted that 77 percent of asset owners already incorporate ESG aspects into their strategies
Nasdaq to support Chilean CSD in post-trade tech
25 May 2017 | Santiago | Reporter: Stephanie Palmer
Based on the Nasdaq Financial Framework the solution will replace Depósito Central de Valores’s existing core system
Funds need to keep an eye on BEPS negotiations
24 May 2017 | London | Reporter: Becky Butcher
Fund participants were encouraged at Guernsey’s Fund Forum to pay close attention to negotiations over base erosion and profit sharing (BEPS) rules
Northern Trust expands UAE operations
24 May 2017 | Abu Dhabi | Reporter: Stephanie Palmer
Northern Trust has opened a new branch office in Abu Dhabi, as part of a continuing focus on business in the UAE
R3 raises record funds for DLT development
24 May 2017 | London | Reporter: Stephanie Palmer
The R3 group has raised $107 million in two tranches of fundraising, securing the largest ever investment in distributed ledger technology to date
Promotions abound at Interstrust in Jersey
24 May 2017 | Jersey | Reporter: Stephanie Palmer
Intertrust in Jersey has made a spate of promotions, including elevating Sherin Sugeeswaran to the role of associate director in the fund services team
RSRCHXchange boosts research offering with data consumption partnership
23 May 2017 | London | Reporter: Stephanie Palmer
Institutional research marketplace RSRCHXchange has partnered with corporate access management solution provider CorpAxe in order to make research consumption data available to the buy side
More news