RIAs

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• RIAs Closed 13 M&A Deals in Q1: Schwab Advisor Services

  By Joyce Hanson, AdvisorOne  |  May 2, 2013

  The RIA sector notched its greatest number of M&A deals since Q1 2012, but overall deal size declined.

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  LPL Financial Gains Ingham as Hybrid RIA Affiliate

  By Janet Levaux, AdvisorOne  |  May 2, 2013

  The Florida-based firm has more than 10 advisors and $1.5 billion in assets under administration.

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  6 Attributes of Business Pioneers: Envestnet’s Bergman

  By John Sullivan, AdvisorOne  |  May 1, 2013

  Members of Envestnet’s senior management kicked off the firm’s advisor summit in Chicago on Wednesday with an inspirational session on the characteristics of pioneers.

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  Schwab’s Sonders: Middle America Is My Favorite Emerging Market

  By Joyce Hanson, AdvisorOne  |  May 1, 2013

  "Someone asked me in a Q&A, 'What’s your favorite emerging market?’ and ‘Middle America’ was what came out of my mouth,” Sonders said at the FPA-New York annual summit.

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  RIAs to Hold 25% of All Client Assets in 2014: Cerulli

  By Janet Levaux, AdvisorOne  |  April 29, 2013

  The number of RIAs is fast approaching 30,000, the research firm finds.

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  The 2013 IA 25 Special Report

  By Editorial Staff  |  April 29, 2013

  With the 2013 IA 25, our 13th annual list of the most influential individuals in and around the advisor business, we decided to do something different.

• Wealth Management Whac-A-Mole

  By John Sullivan  |  April 29, 2013

  Financial advisors just won’t stay down.

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  Crossing Paths: The 2013 IA 25

  By Editorial Staff  |  April 29, 2013

  With Investment Advisor's 13th annual list of the most influential individuals in and around the advisor business, we decided to do something different.

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  Outsourcing Can Make Smaller Accounts Profitable

  By Savita Iyer-Ahrestani, AdvisorOne  |  April 25, 2013

  Many financial advisors would be more than willing to serve clients with smaller account balances, but unfortunately, it’s often not possible because running a business is so costly. But FTJ FundChoice has a solution.

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  Borzi, Whitney, Taleb to Speak at IMCA Annual Conference

  By John Sullivan, AdvisorOne  |  April 25, 2013

  April showers will bring financial advisors to Seattle for the Investment Management Consultant Association conference, starting Sunday.