Sponsored by Schwab Advisor Services
The RIA channel has been growing steadily for the past several years. More and more advisors are seizing the opportunity to create the future they imagine for themselves and their clients.
As an RIA, you have the potential to keep up to 100% of the revenue. You determine the shape of your business. You serve clients the way you know is best.
Download this white paper and take a closer look at:
- RIA channel growth
- Benefits of independence
- Differences among RIA models
- Economics of RIA firms
- The custodian’s role
You’ll also receive time-tested steps and a roadmap for making your own transformation.