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Summary: Five years ago, some industry observers took a grim view of the future for independent RIA firms. During the difficult operating environment of the post-2008 economy, some believed these advisories would not survive the challenges of the Great Recession. What a difference five years can make. Based on the results from the 2014 RIA Benchmarking Study from Charles Schwab, many firms today have not just survived but thrived and are enjoying their greatest levels of success to date.
 The emphasis on strategic growth and the operational discipline required to achieve it indicate that firms are maturing along with the industry. The practices employed by the best-managed firms offer a road map for all advisors aiming to grow, maximize their success and establish a legacy to last well into the future".Jonathan S. Beatty, senior vice president of sales and relationship management, Schwab Advisor Services.
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