Where is the industry headed? See what RIAs have to say
Transcript of the video:
Our Independent Advisor Outlook Study reveals how RIAs feel about growth, market volatility, and more. View the Findings.
Schwab surveys independent advisors twice a year
to get their views on the industry.
What are they saying?
Advisors are confident about their businesses.
Advisors expect an
average increase of 41%
in net new assets
driven by organic growth.
65% of advisors are concerned
about the impact of market weakness.
To weather economic uncertainty, advisors are:
Increasing sales and marketing
What else are advisors doing to prepare?
View the Independent Advisor Outlook Study.