Research
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Schwab-sponsored research provides insight on independent investment advisors, retirement, stock plan services and other timely industry issues. Schwab experts are available for media interviews to discuss survey findings.
Among the primary areas of study:
- Advisor Research, including the twice-a-year Independent Advisor Outlook Survey and annual benchmarking study on firm performance.
- Retirement Research, including general retirement trends plus scholarly studies on employer-sponsored benefit plans, such as the 401(k).
- Stock Plan Research
ETF Research
The ETF Investor 2010
This report looks at ETF usage trends in 2010 among different Schwab clients. It was developed for use by industry participants and advisors, those in as position to educate investors about ETFs and how they are being used.
Consumer Research
Schwab also conducts consumer research to gain insight about investing.
- 2010 Families & Money Survey: Schwab takes a look at the "sandwich generation" in a poll of adults who have at least one child between the ages of 23 and 28 as well as at least one living parent. Four in 10 parents provide at least some financial support for young adult children. Media Contact: Sarah Bulgatz
Other consumer studies include:
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