Mastering the moment

Why the right custodian matters

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Whitepaper Copy

As a Registered Investment Advisor, knowing how the industry will change and what tomorrow’s clients will want can make you unstoppable. At Schwab Advisor Services™, our mission is to equip you with the innovative products and solutions that firms and investment advisors need to maximize their potential.

In this white paper, we paint a picture of the future of the investment industry – and how independent RIAs will thrive in it – with attention given to these specific areas:

  • The needs of high-net-worth investors
  • Growth through mergers and acquisition (M&A) activity
  • Cultures centered on innovation
  • Technology that moves us forward
  • The era of dramatic pricing changes

These critical trends have put RIAs in a position to excel, and as a trusted custodian, we are here to help you seize the opportunity. Download this white paper to learn more.


Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading, and support services of Charles Schwab & Co., Inc. (Schwab), member SIPC. 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 Financial Planning.

Financial Planning is not affiliated with The Charles Schwab Corporation.

Financial Planning 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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