Summary: Mergers and acquisitions involving registered investment advisors (RIA) continued at a brisk pace during the first half of 2014, indicating a healthy RIA space that is ripe for continued growth, according to research released Wednesday by Schwab Advisor Services.
 Based on the data in our research, it appears RIAs are indeed in a good position to monetize their firm's value, but they are more often looking to preserve the owner-operator model and maintain their independence through internal succession."
Jonathan Beatty, senior vice president of sales and relationship management, Schwab Advisor Services.
|
Your session has expired!
To continue, please log in again.
Your session is about to expire!
You will be logged off in seconds.
Do you want to continue your session?
