A survey of 1,235 independent advisors found referrals and exceptional service are expected to be the leading growth drivers, alongside continued investment in technology and wealth solutions.
Schwab Advisor Services’ 2026 Independent Advisor Outlook Study found that fiduciary principles remain at the core of the registered investment advisor (RIA) industry, even as firms increase investment in artificial intelligence, alternative assets and private markets to address evolving client needs. Being a fiduciary was identified by 64% of respondents as the chief advantage of operating as an RIA A fiduciary is an advisor who has a legal and professional obligation to