Independent advisers’ plans for growth
Schwab Advisor Services released its 2022 Independent Advisor Outlook Study conducted by Logica Research. The survey of 723 independent investment advisers whose custodians are either Schwab or TD Ameritrade Institutional, representing a total of $291 billion in assets under management, was conducted Oct. 12-28. Key findings look at firms’ views on growth, clients, managing talent within the workplace and growth levers across firms.