Schwab: First Quarter Sees Rise in RIA M&A Activity

May 17, 2012

On April 18, 2012, reported a rise in M&A activity among registered investment advisers in the first quarter, according to a Charles Schwab report.

On April 18, 2012, reported a rise in the number of RIAs who sold or merged their firms when comparing the first quarter of 2012 to the fourth quarter of 2011, according to a report by Charles Schwab Corp’s advisers services division. Schwab also reported an increase in the size of RIA deals, based on total assets under management.

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Investment Manager M&A, Publications