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The Independence Model. Made For Moments Like These.

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"The Independence Model. Made For Moments Like These."

Financial planning isn’t easy. Throw a crisis into the mix, and it’s on another level. Hear how advisors leveraged their independence to weather the ’08 financial collapse and COVID-19, and discover why now may be the exact right time to make your own transition. TRG (0221-132S) (02/22)

For many investment advisors, the ’08 financial crisis and COVID-19 pandemic highlighted just how valuable the Registered Investment Advisor (RIA) model can be for their business. With more freedom and control to do what’s best for their clients, independence has helped advisors soar when the odds were stacked against them. In this four-part white paper, we share insights from real RIAs on how the RIA model helped them navigate turbulent times, the unique advantages they’ve enjoyed through independence, and why now is the best time for you to make the transition.

Download this white paper to discover how the RIA model has helped advisors thrive, with discussions centered around:

  • The strengths of the independent model, with firsthand accounts from RIAs who overcame challenges and better served their clients
  • Facing the future head-on and how advisors are positioning their firms to beat future challenges
  • How independence, and the flexibility it offers, is within your reach
  • Seizing the opportunity to break away when it is needed most


Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading, and support services of Charles Schwab & Co., Inc. (Schwab), member SIPC. Independent investment advisors are not owned by, affiliated with, or supervised by Schwab.

This is a sponsored feature developed by Schwab and supported by ThinkAdvisor.

ThinkAdvisor is not affiliated with The Charles Schwab Corporation. Any mention of third-party firms or individuals is not and should not be construed as a recommendation, endorsement, or sponsorship by Schwab.  

ThinkAdvisor will share your information with Sponsor, Charles Schwab & Co., Inc. Schwab may use it to contact you and to send you additional insights from Schwab Advisor Services™. Read about privacy at Schwab at

©2021 Charles Schwab & Co., Inc. All rights reserved. Member SIPC.

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