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Podcast: Jill on Money with Jill Schlesinger
Episode: Do You Need a Registered Investment Advisor?
Description: Independent Registered Investment Advisors (RIAs) are professional independent advisory firms that provide personalized financial advice to their clients, many of whom have complex financial needs.
To break down all the ins and outs of RIAs, we're joined by Jon Beatty, head of Schwab Advisor Services at Charles Schwab. As Managing Director, Jon oversees the business that serves over 16,000 independent advisory firms that trust Schwab with $5.0 trillion in assets under management.
You can learn more about Schwab and their support of independent financial advisors here.
Schwab Advisor Services™ is a division of Schwab. Independent investment a...