From time to time, we get reports of people receiving phishing emails masquerading as communications from Schwab, asking the recipient to click on a link or respond by providing or verifying personal information. The term “phishing” refers to fraudsters “fishing for information,” trying to lure people to divulge personal data that can later be used for a crime.
The good news is that people are generally becoming much more wary about attempts like this, although occasionally some of us have made the mistake of acting before thinking and clicking on a questionable link… In that spirit, I thought it would be useful to spend a little time with Schwab’s chief information security officer, Andy Caspersen, to get his perspective and tips on avoiding phishing scams and being safe online.
SB: How can people recognize a phish and what should they do when they get one?....(Read More)
For Jim McCool, Executive Vice President of Institutional Services at Charles Schwab, the 401(k) plan is more than a way to save for retirement; it’s been his life’s work.
Over the past 27 years, Jim has seen the 401(k) evolve into the major source for millions of Americans’ retirement savings. Now, he’s actively driving for the next big evolution in 401(k) plans – combining index funds with low operating expenses with independent, professional advice.
Recently, I sat down with Jim to talk about the 401(k) plan – past, present and future. Over the next few days, the Schwab Talk blog will feature excerpts from our conversation as Schwab launches an exciting new 401(k) offer – Schwab Index Advantage™. More importantly...
We often get asked how our clients are feeling about specific market events, and how they are responding to market activity in general. For a window into the current state of mind of Schwab clients, last month we talked to a good number of our branch managers – 137 financial pros who are responsible for managing nearly 300 branches across the country – using a short survey that posed a few key questions. Here’s a look at what we asked them, and what they told us...(Read More)
Schwab Employees Make the Holidays Brighter for Children in San FranciscoGuest post by Jay L. Allen
I'm privileged to have the opportunity to work alongside women and men who daily demonstrate a passion to serve our clients and one another. This spirit of service makes Schwab a special place to work and their commitment often extends well beyond the work they do here...(Read More)
Diversity is an integral part of the corporate culture at Schwab, something that impressed me right from my first days with the company over 12 years ago. Cathy Campbell is the HR director who heads up all of Schwab’s diversity initiatives, and I had the opportunity to talk to her about why diversity and inclusion are so important at Schwab...(Read More)
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