Updated Friday, March 27, 2015 as of 9:13 AM ET

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Big Shift in RIA Deals in 2012

Rachel F. Elson

While the number and size of RIA mergers and acquisitions stayed relatively constant last year, the players shifted sharply, according to a new report released Monday by Schwab Advisor Services.

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Advisors on the Move: Merrill Loses Billion-Dollar Advisor, Lures Teams With $800M
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