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Assess your Custodian

Evaluate your custodian using this
workbook. Determine whether
it’s time for a change and what
questions to ask a new provider.


Exploring independence as an RIA
A comprehensive look at becoming an independent RIA, key benefits, economic potential and the role of the custodian.

Meet these advisors

Every year, advisors like you seize the opportunity for more freedom, more growth, and more potential as an RIA. Meet three advisors who made their dreams happen and took control of their futures.

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Schwab experts give their perspective in regular
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