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Explore the benefits of working with independent registered investment advisors through videos, white papers, content from leading financial publications and step-by-step guides.

FEATURED ARTICLE

Every investor should ask questions.

At Charles Schwab, we believe good questions can lead to game-changing answers.

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When It Comes to Managing Your Wealth Can You Spot Your Blind Spots? – The Wall Street Journal

What keeps families from reaching their financial goals? Find out in this interactive game.

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Is your financial advisor up to today’s challenges?

There has never been a better time to find a financial advisor who is a...

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How Living Longer May Affect Your Retirement Plan – The Wall Street Journal

Americans now have a longer life expectancy—so their retirement assets need to last longer, too....

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Developing A Longer-Term Plan – The Wall Street Journal

Is working with an independent financial advisor right for you? When you choose a professional...

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The True Cost of ‘Gray Divorce’ – The Wall Street Journal

Divorce among the 50+ population is rising, creating retirement challenges for the newly single.  ...

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Is Your Financial Advisor Working For You? – The Wall Street Journal

How do you know if your financial advisor is acting in your best interests? An...

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Spotting Your Blind Spots – The Wall Street Journal

Often, your biggest financial opportunities can be spotted and corrected by financial professionals who thoroughly...

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Wall Street Journal headline

The Wall Street Journal: Questions to Ask a Financial Advisor About Fees

Too many clients contract for services that don’t match their needs-and end up paying far...

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selecting a financial adviser

The New York Times: A guide to selecting a financial adviser

The New York Times: Is your financial adviser acting in your best interest? Financial advisers...

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RIAs are independent from and not affiliated with Schwab. Schwab does not review, monitor, or supervise any of the services RIAs provide to their clients.

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