Insights & Ideas

Reinforce your firm's strength, navigate emerging trends, and stay a step ahead with Schwab's extensive research and expert insights—specifically for independent investment advisors.

An investment advisor considers industry insights to guide his firm.

Fuel your firm with fresh perspectives

Your clients and staff rely on you to make informed business decisions. We're here to help. Get fresh takes on topics ranging from social media best practices to the latest technology trends.

Perspectives >

A group of diverse investment advisors discuss Schwab perspectives on recent industry trends.

Tools to fine-tune your practice

Running a high-performing firm takes regular maintenance. Check out our Schwab Market Knowledge Tools® to help you shift your business strategy into high gear.

Market Knowledge Tools >

An investment advisor happily talks on the phone with a client while using Schwab tools.

Growth despite the pandemic? This study says yes

Growth despite the pandemic? This study says yes

Advisors are predicting lasting changes following COVID-19, such as remote staff and virtual sales opportunities. Discover why most independent investment advisors feel optimistic about growth in a post-pandemic world.

Digging into the markets

Make sure your firm doesn't miss a beat. Schwab's industry-leading experts keep a finger on the pulse of Wall Street to deliver valuable market and investment insights.

Market & Investment Insights >

An advisor explains stock market fluctuation to a client.


  • Competitive analysis: Where do you stand?

    See how your business compares with Registered Investment Advisor (RIA) firms around the country. Do you have a differentiator you should promote? Or a strategic opportunity to explore? Whatever your next move, Schwab can help you stay ahead.

  • Understanding investors

    The more you understand your clients, the stronger your connections. Knowing the trends across different demographics can help you reach more investors. Harness Schwab's robust research to see through investors' eyes.

Bringing the RIA community together

IMPACT® is the industry's largest gathering of experts, innovators, and independent investment advisors. The insights, educational sessions, and in-depth analysis throughout these inspiring days make it a can't-miss event. 

Learn More >

Liz Ann Sonders addresses a packed crowd of independent investment advisors attending IMPACT.


Your path to independence begins here

Take the first step toward the RIA model. Connect with a Schwab Business Development Officer for a completely confidential conversation and to learn how we can help advisors like you break free.