Schwab shared its 2026 study on what independent advisors think about the future.

Oct 30, 2026, 5:05 PM ETOpinionRead the original at wealthtechstrategy.com

Neutral

The study reports advisers’ views, including plans to use AI and seek more client referrals. It does not show a change in Schwab’s own customers, sales, or profit, so it does not change the company’s outlook.

SCHW · Charles Schwab

AI read · Neutral

The AI's read

The survey offers a positive picture of advisers’ plans: many expect referrals to bring growth, and some are adding AI to their work. But it reports advisers’ answers, not new Schwab customers, sales, or profit. It does not change how we read Schwab’s outlook.

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