Intelligence

Three Big Takeaways From Schwab’s Q2 Earnings Report

Schwab’s most recent earnings report highlights key trends in the financial advisory arena, especially the advance of robotics, the trend of IRA’s going “independent”, and client portfolios “swelling.” – – – Need financial experts to pinpoint the most important trends they see in the advisory sector for the second half of 2017, and why? Are the trends highlighted by Schwab the biggest trends? Why or why not? What other key trends are moving the needly among financial advisors, and why? Requirements: Financial advisors, RIAs, financial experts, market experts, regulatory experts, investors/clients.