Schwab studies help independent investment advisors gauge market outlook and benchmark their firm's performance.
Advisors Turning Independent - INTERVIEWS with "Sophomore year" Advisors
Schwab Advisor Services learned from a series of recent interviews1 with forty “sophomore year” independent registered investment advisors (RIAs) who custody with the firm that not only do clients agree to transition with their advisors as they seek independence, but most are immediately on board when told about the change. Media Contact: Anita Fox
Texas Tech - Student Pulse Survey
Schwab conducted a study with students at Texas Tech to gain their perspective on the financial services industry. Media Contact: Anita Fox
Independent Advisor Outlook Survey - Fall 2012
As the election nears, independent advisors are bullish about their business, but bearish about the markets and economy, according to a new survey released today by Charles Schwab Advisor Services. Media Contact: Susan Forman
Women and Financial Independence Study
High net worth women place great importance on investment performance and influence or drive many household financial decisions, according to the new Women and Financial Independence Study released today by Schwab Advisor Services.
Independent Advisor Outlook Survey - SprinG 2012
High net worth investors are not as bullish about the markets and the economy as independent advisors, but nonetheless have confidence in their advisors’ ability to meet their investment goals in the current environment, according to two new companion surveys released today by Charles Schwab Advisor Services.
Advisors Turning Independent (ATI) Survey
A Charles Schwab survey of advisors at major financial firms finds that 76 percent of investment advisors expect an increase in advisors becoming RIAs. More than half (51%) say that they find the idea of being an RIA appealing. Sixty-five percent of those surveyed who are under the age of 40 finding the idea of becoming an RIA appealing, compared to 43 percent of those age 40 and over.
Independent Broker Dealer (IBD) Advisor Survey
In a new Schwab Advisor Services survey of advisors employed at independent broker dealers (IBDs) and insurance companies, more than eight out of ten (86%) say that the idea of being an independent registered investment advisor (RIA) is appealing. An overwhelming 95 percent say they find the RIA model appealing.
Advisors Services Broker Survey
A Charles Schwab survey of advisors at major financial firms has found that six out of ten respondents (59%) say the idea of being an independent investment advisor appeals to them. Nearly half of all respondents go a step further to say that they would actually consider a move to independence.
Schwab Advisor Services (formerly Schwab Institutional) is a business segment of The Charles Schwab Corporation serving independent investment advisors, and includes the custody, trading and support services of Charles Schwab & Co., Inc. Independent investment advisors are not owned, affiliated with or supervised by Schwab.