Executive Summary Capital Market Assumptions – 5-Year Outlook: 2019 Edition

With slow economic growth, low inflation, a volatile political climate and monetary easing, what can investors expect?

Use these six key investment themes and an array of asset-class forecasts to drive results in your portfolios over the next five years.

Video How Multi-Asset Strategies Deliver

In this demanding environment, investors are turning to multi-asset strategies which offer risk diversification combined with a strong tactical approach.

Watch this video to learn more on how multi-asset strategies can deliver positive investment outcomes for your clients.

E-Book The RIA Roadmap: Your essential guide to making the transition

The freedom to design your own future doesn’t have to be a dream. Custodians and platform providers are ready to help advisors like you reach their full potential. As an independent Registered Investment Advisor (RIA), you can build your vision and serve clients—your way. You just need someone to help you get there. That’s why Schwab Advisor Services™ brought together more than 30 years of industry-leading expertise and insight in The RIA Roadmap. This guide will help to explain the key steps to take to start your journey to independence.

White Paper The hybrid path to independence

Did you know there's more than one way to go independent as an RIA? If you want the flexibility needed to keep your commission-based business, while also having the ability to build an advisory practice, then a hybrid RIA model could be your ideal path forward.