Growing corporate cash balances and slowing organic-growth opportunities could lead to increased deal volume this year even if economic uncertainty throttles some activity, says Morningstar's Bridget Freas.
While the number and size of RIA mergers and acquisitions stayed relatively constant last year, the players shifted sharply, according to a new report released Monday by Schwab Advisor Services.
This year, Duran said the company plans to aggressively expand its business model, and its brand -- aiming to look more like Starbucks and less like rivals HighTower and Dynasty Financial.