Advisor Services

To expand the menu panel use the down arrow key. Use Tab to navigate through submenu items.

Is the independent advisor model the right fit for you?

Member for

6 months 3 weeks
Submitted by Brian.Lavelle on Fri, 10/27/2017 - 10:22

What's the outlook for the industry? What's the transition process? What have other advisors experienced? These are questions many advisors have when considering going independent. The resources here can help answer them.

Watch what industry leaders, consultants, and other advisors have to say.

VIDEO

Alois Pirker, Director of Research for Aite Group Wealth Management, speaks on the state of the industry, trends from the past 10 years, and his expectations for the future.

TRANSCRIPT LINK

VIDEO

Three advisors share their personal stories about making the transition to the independent RIA model and the kind of support they received from Schwab Advisor Services™.

TRANSCRIPT LINK

VIDEO

Business consultants from Schwab Advisor Services discuss how they support new independent RIAs during every phase of their business.

TRANSCRIPT LINK

VIDEO

David Selig, Founder and CEO of Advice Dynamics Partners, talks about the importance of valuation and defines the four key drivers of value for independent RIA firms.

TRANSCRIPT LINK