According to research conducted by Schwab Advisor Services on merger and
acquisition (M&A) transactions 1 in the independent
registered investment advisor (RIA) industry, the first half of 2014
experienced a continued healthy pace of activity, with 29 completed
deals totaling $32.6 billion in assets under management (AUM).
Transaction activity picked up in the second quarter of 2014, with deal
flow increasing from the first quarter.
for RIA Merger and Acquisition Activity in First Half of 2014 Remains Steady, According to Schwab Advisor Services Data investment picks