Industry
Stories of progress and the future of the financial industry
Invested Together: Reflections on IMPACT 2024
Schwab remains deeply committed to independent advisors, and helping them stay invested in relationships, people, and the wellbeing of their clients.
Setting the standard for retail trading one year after launching Schwab Trading Powered by Ameritrade
We sat down with Schwab’s head of Trading Services James Kostulias to talk about retail trading, Schwab’s leadership in the space, and the latest trends with trader clients.
Incoming Schwab CEO sees room to expand advisor business
Charles Schwab may already be the nation’s largest custodian for registered investment advisors, but the company sees room to expand its dominant position.
Don't believe everything you hear about retail traders
James Kostulias, Schwab's Head of Trading Services, challenges three common myths about active retail traders.
What’s next for the fiduciary advice model?
The fiduciary advice model is reaching more investors than ever. Schwab's Jon Beatty takes a look at some of the trends on the horizon.
Across the globe, the appetite for U.S. investments is growing.
Lisa Hunt, head of International Services, shares how Schwab is working to provide greater access to more investors around the globe.
The mutual fund turns 100 and is still kicking
A mainstay for millions of everyday investors remains as relevant as ever. Schwab’s John Sturiale explains.
Why there’s never been a better time to be an investor
Jonathan Craig, Head of Investor Services, discusses how Schwab is leading the evolution toward a new, more modern retail investing experience.
Following a historic integration, Schwab’s next chapter is continued growth
Rick Wurster, President of Charles Schwab, discusses what's next for the company following the successful integration of Ameritrade.
Accessible wealth management at every life stage
Neesha Hathi, head of Wealth & Advice Solutions at Schwab, shares her perspective on a new chapter of service and growth, and the opportunities ahead.