Sunday, September 25, 2022
HomeLife InsuranceDavid Canter’s Constancy Exit Is a Blow to the Agency’s RIA Enterprise:...

David Canter’s Constancy Exit Is a Blow to the Agency’s RIA Enterprise: Trade Specialists

“Canter was all the time on the forefront of trade developments and the way they’d affect RIAs’ companies, typically serving within the position as a private advisor and confidante to most of the trade’s most well-known and profitable RIAs,” Welsh stated, including Canter “will probably be sorely missed” at Constancy.

Welsh labored with Canter at Charles Schwab earlier of their careers. Welsh was director of Enterprise Consulting Providers at Schwab Institutional from 1999 to 2005. Canter was with Schwab from 2000 to 2008, first as vice chairman at Schwab Institutional after which head authorized counsel of Schwab Institutional.

Agreeing with Welsh, Doug Fritz, CEO and founding father of F2 Technique, instructed ThinkAdvisor: “I feel this can be a blow to Constancy.” However Fritz was fast so as to add it’s “been softened by David’s legacy of rising expertise inside his group.”

Nevertheless, it stays “to be seen whether or not the tradition will shift to extra programmatic and restrictive,” based on Fritz, who added: “I hope they’ll proceed to play to their strengths of service and adaptability!”

In the meantime, “we’re watching actively who they’ll rent in and hope it’s somebody with the identical degree of emotional intelligence and dedication to service,” Fritz stated. “Our fingers are crossed!”

Canter has been with Constancy since September 2009, when he joined the corporate as government vice chairman, Observe Administration & Consulting, Constancy Clearing & Custody.

In March 2017, he shifted to go of the RIA phase and remained an government vice chairman. Previous to Constancy, Canter served as chief authorized and compliance officer at Put up Advisory Group from October 2008 by way of August 2009, based on his LinkedIn profile.



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