Registered investment advisors' growth, strength and resilience start with client relationships, a Schwab study shows. (Photo: Getty)

Despite the challenges of the last 10 years, independent financial advisory firms are reporting that they’ve managed to stay on a growth trajectory — thanks in large part to how they treat their clients.

That’s according to Schwab’s 2016 RIA Benchmarking Study, which looked at numerous factors contributing to registered investment advisors’ growth, strength, and resilience.

Complete your profile to continue reading and get FREE access to, part of your ALM digital membership.

Your access to unlimited content isn’t changing.
Once you are an ALM digital member, you’ll receive:

  • Critical information including cutting edge post-reform success strategies, access to educational webcasts and videos, resources from industry leaders, and informative Newsletters.
  • Exclusive discounts on ALM, BenefitsPRO magazine and events.
  • Access to other award-winning ALM websites including and

Already have an account?



Join BenefitsPRO

Don’t miss crucial news and insights you need to navigate the shifting employee benefits industry. Join now!

  • Unlimited access to - your roadmap to thriving in a disrupted environment
  • Access to other award-winning ALM websites including and
  • Exclusive discounts on and ALM events.

Already have an account? Sign In Now
Join BenefitsPRO

Copyright © 2023 ALM Global, LLC. All Rights Reserved.