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PlanAdviser

Advisory M&A Remains Strong, Despite Mixed Valuation Messages

Published on

Jul 21, 2026

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Schwab is Creating an RIA MBA-equivalent to Grease the Skids of Internal Succession -- and Internships to Build an RIA Worker-bee Talent Grab Pile

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A $5.5 Billion LA-based RIA is Getting Purchased by First Republic Bank

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Ric Edelman is Looking to add a $1-Billion RIA Elephant Even as He Unveils an Online Consumer Strategy Aimed at the Chipmunks

The RIA& M&A Market Continues to be a No-show Though 2012 Pace is Ahead of 2011

The Odd Couple: Advisors and Accountants

Focus Financial Gets its First Beachhead in HighTower's Backyard -- Buying an Exhibit-A Organic-growth RIA With a Hankering to Go Inorganic