Schwab Survey Reveals Client Referrals and Hiring as Top Priorities for RIAs in 2026

According to Charles Schwab's annual RIA survey, client referrals and hiring are the top priorities for registered investment advisors (RIAs) custodied with the firm. Firms managing over $250 million in assets under management identified new client acquisition through referrals as their primary focus for 2026.

By Alex Ortolani Thu, July 16, 2026 at 6:07 PM GMT+3 3 min read · Yahoo Finance · July 16, 2026, 15:07 UTC

Tickers: $SCHW

Topics: client referrals organic growth RIA priorities

Read the full article at Yahoo Finance

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