Independent Advisor Outlook Study 2020

In 2020, independent advisors have experienced challenges in the face of the COVID-19 pandemic.

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About the survey

The Independent Advisor Outlook Study (IAOS) is an online study conducted for Charles Schwab by Logica Research. Logica Research is neither affiliated with, nor employed by, Charles Schwab & Co., Inc.

Responses come from 1,347 independent investment advisors who custody assets with Schwab, representing a total of $513B in assets under management (AUM). The study was conducted from August 3 through August 16, 2020.

Media Contact: Meredith Richard

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