Peer Insights

Get the latest news on industry trends—straight from other Registered Investment Advisors (RIAs).

Advisors weigh in on the future of the RIA industry

Knowing what your peers are planning for is a good way to keep yourself updated on industry trends and help your firm stay competitive. See what other advisors are saying about the future of the RIA industry in our latest Independent Advisor Outlook Study.

Explore the findings >

Advisor-approved tech tips

How are your peers building digital-forward firms? We asked advisors how they are using tech to boost their efficiency, build their business, and create a better client experience.

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RIA Benchmarking Study

It's never been easier to see how your firm measures up against your peers. Well over 1,000 firms participate in Schwab's annual RIA Benchmarking Study—representing more than $750 billion in assets under management. Explore the results alongside our deep insights, designed to help guide your strategic decisions.

Review the latest findings >

Your RIA questions answered

Have questions about going independent? In our Independent Perspectives video series, we've brought together a diverse group of industry experts and advisors at RIA firms to answer your biggest questions about the model and life as an independent advisor.

Watch the video series >

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