More and more advisors are choosing independence to create the future they imagine for themselves and their clients. Custodians and platform providers work together to help position advisor teams to reach their full potential.

As a Registered Investment Advisor ("RIA"), you serve clients and design your business 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
• Planning considerations
• The custodian’s role

You’ll also receive time tested steps and a roadmap for making your own transformation.

Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading, and support services of Charles Schwab & Co., Inc. (Schwab), member SIPC (www.sipc.org). Independent investment advisors are not owned by, affiliated with, or supervised by Schwab.

This is a sponsored feature developed by Charles Schwab and supported by ThinkAdvisor.

ThinkAdvisor is not affiliated with The Charles Schwab Corporation.

ThinkAdvisor will share your information with Sponsor, Charles Schwab & Co., Inc. Schwab may use it to contact you and to send you additional insights from Schwab Advisor Services™. Read about privacy at Schwab at www.schwab.com/privacy.

©2020 Charles Schwab & Co., Inc. All rights reserved. Member SIPC.

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