Want to make strategic connections and take your business to the next level? Introducing RIAConnect, a free online community from Schwab Advisor Services designed to match you with compatible firms, industry peers, and potential new hires who can help you reach your goals.
RIAConnect makes it easy to connect with firms across the country whose vision, objectives, and values align with yours. Our powerful industry-leading matching technology is perfect for any firm looking to buy, sell, merge, or strengthen its succession plan.
With RIAConnect, you can also network with other experienced advisors who understand your challenges, have valuable insights to share, and appreciate your unique perspective.
RIAConnect can help you find your next great hire from recent college grads to career changers and everyone in between. Tap into a valuable pool of undiscovered talent looking to start a career in the RIA industry.
And because RIAConnect is part of Schwab Advisor Center, you know it's an easy-to-use, secure platform you can trust.
To get started, ask your firm security administrator to provide you with the proper permissions to join RIAConnect through Schwab Advisor Center. Next, create your in-depth matching profile by filling out the guided questionnaire and share information about your goals, firm characteristics, and what you're looking for in a match or new hire. Don't worry, you and all information you share remain anonymous. Reveal your identity to any matches you want whenever you want.
Still have questions? Reach out to your relationship manager or account team, or connect us at RIAConnect@Schwab.com for more information.
Let technology open the doors to valuable new relationships that can help move your business forward. Login to Schwab Advisor Center to get started with RIAConnect today.