Investing in the future
Even after 20 years supporting advisors, we believe this industry is just getting started. That’s why we foster its growth through technology investment, strategic grants and future-facing research.
Ongoing investment in technology
We believe that a technology platform should do more than just enable you to work more efficiently. That’s why our on-going technology investments focus on helping you take advantage of key business opportunities, like security and office workflow.
This requires a combination of leading edge technology, people and insight that Schwab Institutional is uniquely qualified to provide. We have more experience than any other custodian working side-by-side with the best-managed firms in the industry.
Independent Advisor Outlook Study
The semi-annual Independent Advisor Outlook Study measures the views of 1,000 independent investment advisors on topics including:
- Anxiety about retirement, even among the affluent
- The challenges of passing on a legacy of financial responsibility
- Advisor optimism on the economic and political landscape in the United States
For a copy of the most recent study, click here. (
223K, PDF)
Education grants foster ongoing development of RIA Industry
Charles Schwab Foundation has pledged $1.25 million in charitable contributions to Texas Tech University and the University of California at Irvine to support and promote financial planning education for the next generation of professionals.
- A $1 million pledge to the Division of Personal Financial Planning at Texas Tech University in Lubbock, Texas, will be used to build a modern teaching facility and support a PhD student or post-doctoral researcher.
- At UC Irvine, a $250,000 pledge will be used by the Center for Investment and Wealth Management at the Paul Merage School of Business to award two graduate student fellowships each year for the next five years beginning with the 2007-2008 academic year.
(1207-1464)
