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Schwab-sponsored research studies provide insight on industry topics such as retirement, active trading and financial education. Schwab experts are available for media interviews to discuss survey findings.
Advisors Services Broker Survey
A Charles Schwab survey of advisors at major financial firms has found that six out of ten respondents (59%) say the idea of being an independent investment advisor appeals to them. Nearly half of all respondents go a step further to say that they would actually consider a move to independence.
Corporate Stock Plan Study
Charles Schwab has released a new corporate stock plan study revealing that most companies view stock plans as an important tool to motivate and reward workers at all levels. Despite market uncertainty, a majority of companies surveyed say they are offering the same or even more stock plan benefits to their employees since Fall 2008.
Independent Advisor Outlook Survey
The Summer 2009 Independent Advisor Outlook Survey was completed by 1,197 advisors employed by independent investment advisor firms whose assets are custodied at Schwab. Read the complete report (PDF) and press release, or view the following excerpts:
Getting Retirement Savings Back on Track
SAN FRANCISCO, June 22, 2009 — Charles Schwab, in collaboration with CFO Research Services, released the details of a new study “Getting Retirement Savings Back on Track: Employer Views on the 401(k) and Financial Education in the Workplace”. According to the study, employers believe they play a role in improving the 401(k) as a benefit for employees, including making 401(k)-specific and general financial education more available in the workplace.
Young Adults & Money Survey
SAN FRANCISCO, March 31, 2009 – The majority of young adults between the ages of 23 and 28 consider “making better choices about managing money” the single most important issue for individual Americans to act on today, outweighing the need to strengthen family relationships, protect the environment and improve personal nutrition and health. These are among the key findings of the latest annual survey on the topic of families and money released by Charles Schwab.
Independent Advisor Outlook Survey
The Winter 2009 Independent Advisor Outlook Study measures the views of independent Registered Investment Advisors (RIAs) on a variety of topics. More than 1,200 independent investment advisors participated from Jan. 20-30, 2009.
2008 SURVEYS
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