Summary: Independent registered investment advisors are optimistic about the state of the industry after a six-year bull market, according to new research from Charles Schwab Advisor Services, and firms named the adoption and integration of new technology as their top priority for growth over the next five years.
 Strategic plans for today’s RIAs are not complete without strong consideration for the role of technology – not only in helping to attract a new generation of clients, but also as a driver of competitive and differentiated client service to build business scale and efficiencies.”Bernie Clark, executive vice president and head of Schwab Advisor Services. |
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