An Exclusive Deep Dive into the 2020 Schwab RIA Benchmarking Study
In an industry driven by numbers, there’s an unquenchable interest in data and key performance indicators (KPIs). While the data gathered has greater significance to the industry as a whole, for an advisor or firm owner, studies that analyze peer performance provide benchmarks to help guide their strategic paths as well as their position relative to others in their space. While several studies are frequently referenced in the industry, one of the most well-respected is the Schwab RIA Benchmarking Study. The 2020 study represented 1,010 advisory firms that custody with Schwab – some $1.1 t...
Source: wealthmanagement.com