Schwab Research
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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.
Investing
Schwab Q3 2026 Retail Client Sentiment Report
Investors turn bullish on U.S. stock market as confidence climbs despite concerns the market may be overvalued.
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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