News & Analysis as of August 29, 2025

Investment Management

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How the 2025 Schwab RIA Benchmarking Study Reshapes the RIA Playbook

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on 8/20/2025

Schwab’s latest 2025 RIA Benchmarking Study—based on self-reported data from approximately 1,288 independent advisory firms holding over $2.4 trillion in client assets—delivers powerful insights into what’s driving growth,...more

July finalizes another purchase

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on 7/24/2025

In the retirement plan industry, acquisitions aren’t just about numbers—they’re about narrative. And with its seventh deal in two years, July Business Services (JULY) is writing a very clear one: they’re not just growing,...more

Social media lands clients

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on 3/21/2023

When I was at that semi-prestigious law firm on Long Island, I became convinced that I could draw business from around the country by creating content via social media that would allow me to develop relationships with...more

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Business Development › Financial Services Industry › Investment Management

How the 2025 Schwab RIA Benchmarking Study Reshapes the RIA Playbook

July finalizes another purchase

Social media lands clients

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