This year has gotten a strong start building off the momentum of a record year in 2015, which shows the health of the independent channel.”Jonathan Beatty, senior vice president of sales and relationship management, Schwab Advisor Services |

Summary: There were 52 deals done in this year’s first half versus 37 in the first half of 2015. Maybe of more significance, the first-half total this year is only two short of the total number of deals in both 2013 and 2014.
This year has gotten a strong start building off the momentum of a record year in 2015, which shows the health of the independent channel.”Jonathan Beatty, senior vice president of sales and relationship management, Schwab Advisor Services |
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