Advisor Services

To expand the menu panel use the down arrow key. Use Tab to navigate through submenu items.

Peer perspectives: RIAs share how benchmarking drives success

Member for

1 year 3 months
A094749
Submitted by Yue.S.Wang on Fri, 06/01/2018 - 15:53

Each year, more than 1,000 firms take part in the RIA Benchmarking Study from Charles Schwab. These advisors receive personalized reports that enable a side-by-side comparison of their firms' data against that of other firms with a similar business model and assets under management. These customized insights can help them identify and support strategic business objectives. Learn more in the following documents and videos.

Putting study results to use

Read these articles and case studies for perspective on how Registered Investment Advisory (RIA) firms apply information and insights from the RIA Benchmarking Study to make meaningful change and help advance their businesses.

Article — 5 Great reasons to participate:  How study insights can help you grow your firm

Article — How business intelligence can raise your game: See how one firm leverages data from Schwab’s RIA Benchmarking Study to align staffing with growth

Article — Peer Perspectives: RIAs Share How Benchmarking Helps Drive Success
 

In their own words

Watch these videos to hear directly from advisors about how they've leveraged information and insights from their customized Benchmarking Study results to evolve their firms.

Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading, and support services of Schwab. 

Independent investment advisors are not owned by, affiliated with, or supervised by Schwab. 

Any mention of third-party firms or individuals is not, and should not be construed as, a recommendation, endorsement, or sponsorship by Schwab. Third-party trademarks are the property of their respective owners and used with permission. Third-party firms and their employees are not affiliated with or an employee of Schwab. 

Information included on this site is intended to be an overview and is subject to change. Experiences expressed by advisors may not be representative of the experience of other advisors and are not a guarantee of future success.

(0216-CR64)

Show
Show Time
Hide
Yes