Here’s What Your Competitors Are Doing. A Deep Dive Into Schwab’s 2025 RIA Benchmarking Study

On this episode of Talking Wealth, Michael Batnick is joined by Lisa Salvi, Managing Director of Business Consulting and Education at Charles Schwab Advisor Services. We’re diving deep into Schwab’s RIA Benchmarking Study, which is the leading study in the industry, with 1,288 firms representing over $2.4 trillion in AUM. The study reveals actionable insights into what’s fueling growth across the industry.

Michael and Lisa will examine how the most successful firms are delivering organic growth, why personalized client experience and service expansion are top priorities, and how talent, technology and operational efficiency are becoming non-negotiable must-haves for RIAs who want to scale intelligently.

This episode is brought to you by VanEck. Learn more about the VanEck Rare Earth and Strategic Metals ETF: http://vaneck.com/REMXCompound

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