Advisor Research
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Schwab studies help independent investment advisors gauge market outlook and benchmark their firm's performance.
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. Media Contact: Mike Cianfrocca
Independent Advisor Outlook Survey-Winter 2011
The ninth wave of the Independent Advisor Outlook Study was completed by more than 1,300 advisors employed by independent investment advisor firms whose assets are custodied at Schwab. Media Contact: Mike Cianfrocca
Independent Advisor Outlook Survey-Summer 2010
The Summer 2010 Independent Advisor Outlook Survey was completed by more than 1,200 advisors employed by independent investment advisor firms whose assets are custodied at Schwab. Media Contact: Lindsay Tiles
Independent Advisor Outlook Survey-Winter 2010
The Winter 2010 Independent Advisor Outlook Survey was completed by more than 1,100 advisors employed by independent investment advisor firms whose assets are custodied at Schwab. Media Contact: Alison Wertheim
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.
Additional Surveys
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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.
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