Schwab Advisor Services

As independent advisors, you know all about trust. Nothing says it more than when an advisor chooses to custody with Schwab Advisor Services, but being atop the list of most trusted financial companies from Investor's Business Daily certainly makes me proud of the work our employees do to earn that trust every day. https://lnkd.in/gmueXsSx The IBD Most Trusted Financial Companies award was given to Charles Schwab on September 12, 2025, and is licensed for a 15-month timeframe. The criteria, evaluation, and ranking were determined by Investor’s Business Daily in conjunction with its research partner, TechnoMetrica Market Intelligence. Schwab paid a licensing fee to York Graphic Services, LLC. for use of the award and logos.

The financial planning profession is evolving quickly — and so is our talent pipeline. Alongside Schwab Advisor Services, we’ve been digging into the data on where new planners are coming from, what they’re seeking in firms, and how leaders can better prepare for the next generation of talent. I’ll be sharing these findings at #SchwabIMPACT this November with Leslie Y. Tabor and Suzanne Siracuse, and I’m thrilled to start sharing details on this research then! If you’re thinking about the future of your firm — especially how to attract and retain great people — this is a session you won’t want to miss.

You could feel the energy at the CFP Board’s Connections Conference 2025 student tailgate reception! In fact, students and faculty were literally spilling out of the room! One of the highlights of the event was seeing so many students come together with excitement, curiosity, and passion for the future of our profession. Their enthusiasm for learning about the CFP® certification and careers in financial planning is inspiring and a powerful reminder of the bright future ahead. We’re incredibly proud to have sponsored so many students being able to attend again this year, thanks to our relationship with The Charles Schwab Foundation. Investing in the next generation of financial planners means investing in the strength and sustainability of our profession—and it’s moments like this that show why it matters. It was especially great to see some of our RIA Talent Advantage scholarship winners and Interns in attendance and networking with RIAs - and even speaking on panels! Here’s to the future leaders of financial planning—your energy is contagious, and we’re thrilled to be part of your journey! Next stop? The student program at Schwab IMPACT. We can’t wait.

Engaging with over 125 advisors in intimate sessions during the last 6 weeks has been enlightening, delving into a myriad of crucial topics. Here are the top 5 takeaways: 1. **Organic Growth**: While a minority has mastered this aspect and is excelling, the majority are still in the process of refining their strategies. The focus on acquiring "New households" remains a key area for improvement, showing growth potential that is yet to be fully realized. 2. **Ultra High Net Worth Offer (UHNW)**: Across the board, efforts are being made to enhance and elevate the UHNW offer, reflecting a collective drive for improvement and innovation. 3. **Artificial Intelligence (AI)**: Primarily utilized for note-taking and research purposes, AI continues to play a significant role in shaping advisory practices. 4. **Digital Assets**: With a spotlight on ETFs and ETPs, particularly for those involved in allocation, the increasing number of inquiries necessitates a deep dive into understanding and leveraging these assets effectively. 5. **Cybersecurity**: The persistent efforts of malicious actors underscore the ongoing importance of cybersecurity measures to safeguard crucial data and operations. For further insights and resources tailored to you and your firm, reach out to your Relationship Manager at Schwab Advisor Services. Stay informed and empowered to navigate the dynamic landscape of advisory services effectively.