The SEC will use the data and analysis in Schwab's letter, along with the input from others, to decide whether to propose new harmonized rules in the future.
For more information about rule harmonization, read this
About the Survey
This survey was conducted for Schwab Advisor Services by Koski Research. Koski Research is not affiliated with Charles Schwab & Co. Inc. All data are self-reported by survey participants and are not verified or validated. Over 800 advisors participated in the survey between May 28, 2013 and June 7, 2013. The data noted in this press release represents participating RIAs with $90 million or more in assets under management. Survey results are attached to this release.
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