Research

Stories that provide insight on investor trends, consumer finance, independent investment advisors, retirement, and other timely issues

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Careers

Challenging conventional wisdom through research

A fresh look at data, this time through a new lens of race and ethnicity. See what one researcher discovered about people of color and investing.

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Research

RIAs need to offer more than pay to win talent

See how independent advisors are evolving (and managing) their compensation and talent strategies in today’s competitive environment.

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Research

Three insights for serving women investors

Women investors should not be viewed as a single market, but they do share life experiences that impact their preferences for how they invest.

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Research

Technology and the modern retirement

The idea that people aged 60+ might be averse to technology is a myth. See how seniors are embracing fintech to enhance their investing experience.

Important Disclosures

The information provided here is for general informational purposes only and is not intended to be a substitute for specific individualized tax, legal or investment planning advice. Where specific advice is necessary or appropriate, consult with a qualified tax advisor, CPA, financial planner or investment manager.

Investing involves risk, including loss of principal.

Options carry a high level of risk and are not suitable for all investors. Certain requirements must be met to trade options through Schwab. Investing involves risks, including loss of principal. Hedging and protective strategies generally involve additional costs and do not assure a profit or guarantee against loss. With long options, investors may lose 100% of funds invested. Covered calls provide downside protection only to the extent of the premium received. Please read the options disclosure document titled "Characteristics and Risks of Standardized Options." Supporting documentation for any claims or statistical information is available upon request.

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