The freedom to design your own future doesn’t have to be a dream. As an independent advisor, you can build your vision and serve clients—your way. You just need someone to show you how to get there.That’s why Schwab Advisor Services™ brought together 25 years of industry-leading expertise and insight in The RIA Roadmap to explain key transition steps and empower you to define yourself.
Planners who are agile enough can easily decide on what's best for them: switching to wirehouses, other large brokerages or going independent. Also, moving quickly may help them land the best deals, says a recruiting consultant.