Featured White Papers from Charles Schwab

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.

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

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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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