From RIAbiz
Added on January 2012 in M&A Issues
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Summary: 4thQuarter 2011 M&A deals were down in volume. Schwab Advisor Services reports that there were only 57 M&A deals involving RIAs for the full year 2011 representing approximately $44 billion in total assets. There were 70 deals in 2010 representing $63 billion in AUM. It’s worth noting, however, that the 57 deals were still the second-most ever recorded by Schwab since it started counting them in 2004. The size of the average deal in 2011 was $798 million, the lowest average since 2005 and down from $895 million in 2010.
From The Wall Street Journal
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Summary: The editorial challenges our government to get it right and support entreprenurial efforts to promote job growth. Schwab sites his own upstart in 1974 when that economy, like today, was bleak. Schwab urges the government to reduce regulatory roadblocks, enocurage entreprenurial investments, create a culture of certainty; all will breed the confidence that is critical for our country to thrive.
From RIAbiz
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Summary: Bernie Clark rallies the troops stating that no one wants to leave this industry and that the ultimate open architecture
model is a great success and has spawned an entire industry which is just beginning. He indicated that Schwab will be launching a financing program to aid junior partners in succession planning.
From Financial Planning
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Summary: The article highlights 10 schools with undergraduated degrees, master's and Ph.D. programs as well as certificate programs in financial planning. The article includes an interesting progression of the financial planning degree and indicates that the future will hold a better defined career path for the financial planner. Advisors of the future are gravitating toward financial planning programs. Here are the schools on many student's short lists.
From www.riabiz.com
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Summary: Schwab is launching a client segmentation program to aid advisors in analyzing their clients and grouping them to determine which services to offer each client group with the ability to measure profitability.
