The first quarter was a strong one for merger-and-acquisition activity among registered investment advisors, as deal momentum carried over from a record-setting 2010, according to a unit of The Charles Schwab Corp.

“Clearly, a lot of the same fundamental, structural changes to the industry continue to drive M&A,” says David DeVoe, managing director of strategic business development for Schwab Advisor Services.

Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access