The investment advisory industry took a leap forward when, decades ago, the first advisors broke away to forge their own Registered Investment Advisory (RIA) firms. Today, the ability to act with greater control and make decisions in the best interest of one’s clients is a defining feature of the independent model. And it’s giving rise to a new generation of firms called “modern offices.” They’re leveraging technology, reimagined workspaces, and more to serve clients better, anticipate their needs, save time, and hyper-personalize services.
How do you begin to build your modern office? Start by studying how Schwab Advisor Services has helped others do just that.
Get a look at the modern office and what it takes to build one, including:
- How firms select and adopt state-of-the-art technologies to simplify their workdays
- Which new models for work suit advisors’ shifting needs and preferences
- Why and how firms are now prioritizing company culture
- Practical examples of firms upgrading client service models to gain an edge
To read more about solving for the future of work through the independent RIA model, download now.
Please fill out the form below to download the whitepaper.
Schwab Advisor Services™ provides custody, trading, and the support services of Charles Schwab & Co., Inc. (“Schwab”), member SIPC, to independent investment advisors and Charles Schwab Investment Management, Inc. (“CSIM”). Independent investment advisors are not owned by, affiliated with, or supervised by Schwab.
This is a sponsored feature developed by Schwab and supported by Financial Advisor Magazine.
Financial Advisor Magazine and their employees are not affiliated with or employees of Schwab. Any mention of third-party firms or individuals is not and should not be construed as a recommendation, endorsement, or sponsorship by Schwab.
Financial Advisor Magazine 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.
©2023 Charles Schwab & Co., Inc. All rights reserved. Member SIPC.
TRG (1023-3TK9) (11/23)