Investor Insights

Understanding investors

Meet and exceed client expectations


Schwab's Man and Machines Study

Learn how different generations approach the use of technology in their personal and investing lives.
Infographic: I love my technology
Study findings
Press release


Schwab's Women and Financial Independence Study

In an increasingly diverse client landscape, connecting with women will be key.
Infographic: What you need to know about women investors
Study results: Women and financial independence study
Press release

Take Action
This website provides information, analysis, and guidance for independent financial advisors who custody with Schwab. Talk with your Relationship Manager about how our insights, programs, and consulting services can help you and your firm chart future success.