Merger and acquisition activity among RIAs remained largely consistent throughout 2014, according to Schwab Advisor Services' mid-year review. Like in 2013, last year’s M&A market wrapped up the year with 54 deals completed, totaling $47.4 bil...

All around the hotel ballroom, jaws are dropping. The financial advisors who’ve come here for a free lunch along with an armload of investing platitudes are only actually getting the former. Because today’s speaker, Rob Arnott, doesn...