Charting your own course

Image

Whitepaper Copy

Why are more and more advisors choosing independence? The answer is simple: The Registered Investment Advisor ("RIA") model has become more than a place to break free from tradition. Custodians and platform providers work together to help position advisor teams to reach their full potential. It's now the destination for those in search of a better way of doing business one where more freedom and control allows both advisors and their clients to thrive.

As you embark on your journey, consider the:

  • Growth of the RIA channel*
  • Benefits of independence
  • Differences among the five business models for the modern RIA
  • Experiences of advisors who chose independence


*The Cerulli Report: U.S. Intermediary Distribution 2018, Exhibit 2.07.

Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading, and support services of Charles Schwab & Co., Inc. (Schwab), member SIPC. Independent investment advisors are not owned by, affiliated with, or supervised by Schwab.

This is a sponsored feature developed by Charles Schwab and supported by On Wall Street.

On Wall Street is not affiliated with The Charles Schwab Corporation.

On Wall Street will share your information with Sponsor, Charles Schwab & Co., Inc. Schwab may use it to contact you and to send you additional insights from Schwab Advisor Services™. Read about privacy at Schwab at www.schwab.com/privacy.

©2020 Charles Schwab & Co., Inc. All rights reserved. Member SIPC.

TRG (0220-0D4M) (02/20)