We recently conducted our annual Advisors Turning Independent (ATI) survey of advisors working at major financial firms. This year’s survey produced quite a few interesting results, some of which are captured in the infographic below. You can find the complete survey results at http://aboutschwab.com/press/research/advisor_research

If you have questions about the survey findings or about making the transition to the RIA model we invite you to join us for a Twitter Q&A with Schwab’s Tim Oden on April 13. Between now and April 9, we’ll be taking your questions about making the move to the RIA model through our Twitter handle @Schwab4RIAs. Submit your questions to us using the hashtag #SchwabQA and Tim will answer them on April 13. While we won't be able to answer all your questions, and can’t answer questions about your specific financial situation through Twitter, Tim will do his best to tackle as many questions as he can. Join the conversation and tweet your questions to @Schwab4RIAs.

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RIA – Registered Investment Advisor

Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading and support services of Schwab.
Independent investment advisors are not owned, affiliated with or supervised by Schwab.

 

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