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Investing
Schwab Q4 2026 Retail Client Sentiment Report
The political landscape in Washington, D.C. remains retail investors’ top investing concern, followed by geopolitical or global macroeconomic issues.
Advisors
2026 Independent Advisor Outlook Study
Schwab Advisor Services’ 2026 Independent Advisor Outlook Study offers a snapshot of an industry in motion.
Investing
2026 Modern Wealth Survey
Cryptocurrency is becoming part of how many Americans think about building wealth, according to survey findings.
Advisors
2026 RIA Benchmarking Study
The RIA Benchmarking Study provides information on topics such as asset and revenue growth, sources of new clients, products and pricing, staffing, compensation, marketing, technology, and financial performance.
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