Featured White Papers from Charles Schwab
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For more than 25 years, Charles Schwab Investment Management has been driven by a single goal: give investors what they want and need—without confusion. We offer clear and focused objectives, a commitment to transparency, and a consistent approach to investing. Our mission is to provide investment professionals and their clients with quality and value in an ever-changing market and industry.
Freedom + Control: Fueling The Independent RIA Movement
December 01, 2023
Over 10,000 advisors became RIAs between 2015 and 2020 alone. Ever wonder why?
Freedom, control, and economic advantages are the key reasons for the impressive growth of the independent Registered Investment Advisor (RIA) channel over the years.
As the numbers keep rising, so do the number of business models and technologies that help advisors build a practice exactly as they imagined. If that’s what you’re looking for, this white paper explains it all from a top-down view.
Inside the Exploring Independence white paper, you’ll learn:
- Important aspects of the model ranging from channel growth to the earning potential
- The many pathways to become an RIA
- Interesting perspectives from RIAs of all sizes
- How custodians support RIAs, from resources to support
- Why there has never been a better time to transition to independence
How Multi-Family Offices Meet the Needs of the Ultra-Affluent
September 19, 2023
It’s no secret: being an independent Registered Investment Advisor means having the freedom to always do what’s right for your clients. With ultra-affluent clients, extra special attention and resources are needed. Enter the Multi-Family and Single-Family Office. Through a broader suite of services and expertise, these firms help families oversee their entire financial lives while preserving their privacy, objectivity, and access to solutions. And there’s a growing need for more.
“In this industry, the more solutions you provide, the happier and more satisfied clients are, and the more willing they are to provide introductions to you.” Shannon Kennedy, Global President at BMO Family Office.
To see what it takes to build the Multi-Family or Single-Family Office you’re dreaming about, and what the future has in store, download this white paper with comprehensive perspectives, model breakdowns, and more.
Your All-In-One Guide To Becoming An Independent RIA
August 04, 2023
Everyone’s journey to the independent Registered Investment Advisor (RIA) model is different. It’s about taking a series of small steps, knowing they could add up to something big. And if you’re unsure of where to start or just looking to learn more about what’s involved in the process, this interactive whitepaper could hold the answers. It’s a compilation of the knowledge and learnings from Schwab’s more than 35 years of working with thousands of financial advisors as they make the switch.
- In the whitepaper, you’ll learn and explore:
- 4 key steps for every transition and how to navigate them
- 5 unique advisory models for RIAs
- Why over 21 thousand1 financial advisors have transitioned to the RIA model in the past 14 years
- How Schwab has helped advisors move over 1.1 million2 client accounts totaling over $414 billion3 in AUM in total
- And a lot more
A Decade of Results: The Past, Present, and Future of Schwab Fundamental Index Funds
October 20, 2017
It’s been 10 years since Charles Schwab Investment Management, Inc. first launched the Schwab Fundamental Index Funds. Fundamental Index strategies were among the first to hit the market within the strategic beta universe.
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