Information provided is for general informational purposes only. Some of the statements in this presentation may be forward looking and contain certain risks and uncertainties. The views expressed are those of the speaker and are subject to change based on market and other various conditions. Schwab Advisor Services serves independent investment advisors and includes the custody, trading and support services of Charles Schwab & Co., Inc. Member SIPC. Independent investment advisors are not owned, affiliated with or supervised by Schwab. (0712-3763) All stats in this article are based upon the 2012 RIA Benchmarking Study from Charles Schwab unless otherwise noted.
1. Source: Advisors Turning Independent Survey, February 2011.
2. Source: 2012 RIA Benchmarking Study from Charles Schwab
3. Source: Schwab Reports on M&A Industry Transactions, April 2012
4. Source: Schwab Independent Advisor Outlook Study, April 2012