Whitepaper

Forward momentum

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The RIA model has momentum for a reason

Learn why billion-dollar teams are breaking away to pursue the independent model and redefine the advisor industry.

• Discover the converging forces fueling the Registered Investment Advisor (RIA) movement.
• Learn the advantages teams gain as RIAs.
• Explore the highly evolved support ecosystem including custodians and platform providers.
• See why experts are calling this the dawn of a new RIA era.

Download this white paper to learn more about how the RIA model is changing the advisor industry.

Disclosures:
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.

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TRG (0220-0D4M) (02/21)