Jon Beatty

• 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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  Going Indie? Afraid of Losing Clients? Don’t Be

  By Joyce Hanson, AdvisorOne  |  April 9, 2013

  Despite fears they might lose clients when going independent, 79% of advisors who switched to the indie model in the last two years say most clients stuck by their side, Schwab Advisor Services reported Tuesday.

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  RIA M&A Grew 30% in 2012, With Most Deals Done by Big Firms: Schwab

  By Joyce Hanson, AdvisorOne  |  January 28, 2013

  National acquiring firms, like HighTower, Focus Financial and United Capital, remained the dominant buyers, with 25 of the 45 total M&A deals, Schwab reports.

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  Rollups Account for Majority of Advisor M&A in Q3: Schwab Report

  By James J. Green, AdvisorOne  |  October 22, 2012

  With a quarter to go, year-to-date RIA mergers and acquisitions nearly match the value of all deals recorded in 2011. But the actual number of deals this year is still lower.

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  Schwab Reports Fewer, but Bigger, Advisor M&A Deals in 2012

  By James J. Green, AdvisorOne  |  July 26, 2012

  Schwab Advisor Services’ quarterly report shows rollup firms account for a larger number of done deals in 2012.

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  New Clients Drove Record Revenues in 2011: Schwab RIA Benchmark Study

  By Joyce Hanson, AdvisorOne  |  July 17, 2012

  Profits grew 14% at the median firm in 2011, mostly driven by revenue growth, while principal income was also up 5% at $341,000, according to the Charles Schwab 2012 RIA study.