|
The semi-annual Independent Advisor Outlook Study measures the views of independent Registered Investment Advisors (RIAs) on a variety of topics. It is conducted for Charles Schwab by Koski Research, which is neither affiliated with, nor employed by, Charles Schwab & Co., Inc.
The sixth wave of the Independent Advisor Outlook Study was completed by 1,197 advisors employed by independent investment advisor firms whose assets are custodied at Schwab. The study was conducted from July 28 to August 7, 2009 and has a 2.89% margin of error.
According to the independent investment advisors surveyed in Summer 2009:
Participation in the study is voluntary, and respondents are offered the opportunity to sign up for a summary of the results. The survey averages around 12 minutes.
Charles Schwab is a leading provider of custodial, operational and trading support for independent fee-based investment advisors. since 1987, Schwab has supported independent investment advisors by offering support and services to help grow their businesses and help their clients reach their financial goals. As of June 30, 2009, client assets custodied with Schwab stood at $505 billion.
Previous Surveys
The Winter 2009 Independent Advisor Outlook Study was completed by 1,240 advisors employed by independent investment advisor firms whose assets are custodied at Schwab. The fifth wave of the study was conducted from Jan. 20-30, 2009 and has a 2.83% margin of error. Read the Complete Report (PDF) and Winter 2009 Press Release.
This semi-annual study has been designed to measure advisors' views on a variety of timely subjects. Many of the quesitons are repeated in order to track and report changes in attitudes over time, and other questions appear seasonally.
Previous survey results include:
|
