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Where is the industry headed? See what RIAs have to say

Submitted by Brian.Lavelle on August 21, 2019

Our latest Independent Advisor Outlook Study reveals how RIAs feel about growth, market volatility, and more. View the Latest 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:
Streamlining operations
Increasing sales and marketing
Updating technology

What else are advisors doing to prepare?
View the latest Independent Advisor Outlook Study.

Charles Schwab

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