Viewpoints
Perspectives and thought leadership
Why Rick Wurster is our Next CEO at Schwab
Intellect, humility, courage, self-awareness, and character are some of the key attributes that made him the right choice to lead our firm for years to come.
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.
Being “that” Halloween house doesn’t have to scare your savings
Ideas to stay financially savvy without sacrificing your spooky decor dreams.
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 rise of finfluencers
Social media stars are giving financial education a hip makeover. But it’s not all sunshine and rainbows.
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.