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The 'Great Debate'--pitting Bernie Clark and David Canter against Michael Kitces--collapses after the Schwab and Fidelity custody chiefs have second thoughts

In October, Canter laid down the challenge, Clark sided with him and the Nerd's Eye View publisher and RIA advocate called their bluff.

Author Lisa Shidler March 14, 2022 at 2:57 AM
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LPL's Marc Cohen will discuss RIA custody fees with Michael Kitces to fill the big void left by the heads of his firms's two largest RIA custody rivals.

RIA Custodians


Jeff Spears

Jeff Spears

March 15, 2022 — 3:18 PM
No debate needed. The reality is that old financial models and free don’t work. Debating this reality would be futile.

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February 10, 2023 at 3:39 AM

David Canter accepts demotion at Bluespring after zero closed deals in 2023, but only 14 months on the job is hardly a 'fair testing period,' M&A expert says

Stuart Silverman is replacing Canter on an interim basis after Canter replaced him as president 14 months ago; Canter accepted a 'senior advisor' job to hire his permanent replacement

August 25, 2023 at 3:18 AM

LPL makes 'Sixth Sigma black belt' ex-wirehouse counsel its chief legal officer, right after purchasing another full service broker. LPL says there is 'no connection,' and she was poached from Google

The Fort Mill S.C. broker dealer added Crown Capital Securities' captive brokers in Orange County, and is hiring Althea Brown, fresh off 11 years at Google

July 28, 2023 at 3:11 AM

Rich Steinmeier power poaches Jeremy Holly, who returns to LPL as EVP to head Dan Arnold-directed 'liquidity' project to buy -- but not hold -- LPL firms

Holly had bolted LPL for SageView with fanfare but he retained a fanbase back in San Diego which dreamed up a dream job for him

July 7, 2023 at 9:36 PM

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Mentioned in this article:

LPL Financial
RIA-Friendly Broker-Dealer, RIA Welcoming Breakaways, Advisory Firm
Top Executive: Dan Arnold

Global Relay
Compliance Expert
Top Executive: Warren Roy

Kitces.com
Consulting Firm
Top Executive: Michael Kitces



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