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