CharlesSchwab2024开创未来-现代注册投资顾问RIA的五大商业模式研究报告英文版20页.pdf

Chartingyour

owncourse

Discoverfive

businessmodels

forthemodernRIA

“Independentadvisorsare

committedanddrivento

bestmeetclients’needs—

andinvestorsvaluethat.”

—ChristopherReedy

NationalManagingDirectorofBusinessDevelopment,

SchwabAdvisorServices

SchwabAdvisorServices2

Thetimefor

independenceisnow

Foryears,financialadvisorshavesoughtthecontrolthat

theindependentRegisteredInvestmentAdvisor(RIA)

modeloffers.Goingindependentunlocksmoreflexibility

overhowadvisorscanservetheirclientsandgrowtheir

businesses.Today,theRIAchannelhasbecomemorethan

aplacetobreakfreefromtraditionaladvicemodels.It’s

alsoatopdestinationforadvisorsinsearchofabetter

wayofdoingbusiness—onewhereadvisorsandtheir

clientscanthrivetogether.

Infact,Cerulliprojectsthatwirehouseswillcontinue

tocedeadvisorheadcountmarketshareoverthenext

fiveyears,losing1.7percentagepointswhileRIAsgainDIDYOUKNOW?

1

3.3percentagepoints.ChristopherReedy,national

managingdirectorofbusinessdevelopmentatSchwabClientsarelikelyto

AdvisorServices™,seesthisindependentmovementasfollowtheiradvisor

morethanatrend.

Mostadvisorsconsidering

“IbelievetheRIAisthemodelofthefuture,”heindependencewonderwhether

says.“Andinthismoment,independentinvestmenttheirclientswillfollowthem.

advisorsareuniquelyqualifiedtoprovidesuperiorManyclientsdo.Research

guidanceanddirection—andinvestorsvaluethat.”showsthat,onaverage,