White Papers Resources from industry thought leaders

Charting Your Own Course

February 01, 2021 | Schwab Advisor Services

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

Download this white paper to discover the five business models for the modern RIA.

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