The Age of Independent Advice
New book traces the history of the independent registered investment advisor industry.
In honor of its 20th Anniversary, Schwab Institutional, in conjunction with industry experts, historians, and current and former Schwab employees, has published The Age of Independent Advice, a book that chronicles the history, growth, and evolution of the Registered Independent Advisor (RIA) industry.
Book Celebrates the RIA industry
The book celebrates the success of the RIA industry and looks ahead to the opportunities and challenges that will drive its continued growth and success.
The decade by decade story tells how a cottage industry of independent practitioners grew and evolved into one of the fastest-growing segments of the financial services industry, and helped transform the world of investment advice with an objective, client-centric service model.
Schwab Institutional is proud to share this book with you.
Chapter 1: Investing with a Difference, (pdf)
Chapter 2: Birth of a Profession, (pdf)
Chapter 3: Stirrings Beneath the Surface, (pdf)
Chapter 4: Dark Clouds with a Silver Lining, (pdf)
Chapter 5: An Industry Comes of Age, (pdf)
Chapter 6: At the Crossroads, (pdf)
If you have any questions, please contact 20thAnnivesary@schwab.com.
(0807-1175)
