Tag: Custodians

2010 Record Year for RIA M&A

Schwab Advisor Services released its industry-wide registered investment adviser (RIA) mergers and acquisitions transaction report, which found there were 109 deals in 2010.   

Benefits and Methods of Client Segmentation

Charles Schwab issued a report today that examines how independent registered investment adviser (RIA) firms can benefit from segmenting their client base and offers strategies on how to going about doing so.