In a world where we are all growing accustomed to having the information we need right at our fingertips, more of our clients want to have access to their money anywhere they are.
A few days ago, I deposited my first check by taking a picture of it with my iPhone® using the Schwab app for iPhone.
Schwab’s more than 300 branches across the country play a critical role in helping engage with clients to identify, work towards, and ultimately reach their financial goals. In many ways, Schwab’s branch managers and financial consultants are the face of what we try to do everyday - provide investors with meaningful investing help that is grounded in their specific situation and goals.
With that in mind, I’m particularly excited about two new flagship branches that opened in New York this fall – one located at Grand Central and a second Midtown branch...(Read More)
Andrew Szymke is a young man on the go.
His first smart move was to receive an electrical engineering degree from Clemson University. Then he flirted with patent law in Washington D.C., before returning to the Atlanta suburbs. Now, he’s followed in his father’s footsteps as a regional sales manager for a medical device company “I’ve known my whole life.”
Just don’t ask me to explain what he does. Better let Andrew describe that...
In case you haven’t heard, Charles Schwab just launched Schwab Mobile Deposit for iPad® users. Schwab Bank and Schwab brokerage clients can now apply to deposit checks remotely by taking a picture of a check with their iPad camera....(Read More)
When Schwab releases its annual report each March, people often ask me: “How do you find clients who are willing to tell their stories?” In the case of Rafael Balaguer, the Schwab social media team sent out a tweet, and Rafael responded.
Tim Garcia and Anne Haddad greet me at the front door, offer a cup of coffee, and lead me to their sunny kitchen. I feel like I’ve known this couple for years, but that’s often the case when I’m meeting Charles Schwab clients.
Caitlin Childs’ roots may be in Northern California, but she’s used her photo-advocacy to branch out around the world.
The first time I met Caitlin, we sat around the dining room table in her white frame bungalow in Santa Rosa, just eight blocks from her parents’ home. A few weeks later, I caught up with Caitlin again at a warehouse in Petaluma, where she was videotaping a fundraising appeal for an indie radio station.
When clients kept asking us, “Why can’t my bank treat me the way Schwab does?” we responded by launching Charles Schwab Bank. As we celebrate the bank’s 10th anniversary, I had the chance to sit down with Paul Woolway, president of the bank, to talk about its history and its future.
As a Baby Boomer, my idea of the American dream was to have it all. To raise smart and successful kids. To work hard at a rewarding career. To save and invest for a secure retirement. And, along the way, to give back to the community.
If you think that dream isn’t reality, meet Eileen Birge, who believes “the world should be a better place because we were here.”
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