Lisa Salvi Vice President, Advisor Services Business Consulting and Education Recent articles The winds may shift, but not the need for financial advice February 16, 2023 Data and deep expertise are the map and compass of the modern RIA. Strategies of Top Performing Firms can help RIAs thrive September 10, 2020 Insights from Schwab’s RIA Benchmarking Study can help firms adapt and position themselves for success in any environment.