Advisors see passive investing as an opportunity, not a threat

Susan Korin participated on a media panel joining Schwab Advisor Services leader Bernie Clark at the recent Schwab IMPACT to share insights, opinions and first-person experiences related to the findings of Schwab’s latest Independent Advisor Outlook Study. The panel touched on a range of topics impacting advisor businesses, including growth strategies, implications of the rise of passive investing, the degree to which technology investments are paying-off, and what advisors are looking for in new talent.

Here’s what ThinkAdvisor had to say about it in their article Passive Investing a ‘Great Way to Free Up Time’: Schwab’s Clark, November 16, 2017.