Viewpoints
Perspectives and thought leadership
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.
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.
A simple—but never simplistic—strategy for growth
Schwab Co-Chairman and CEO Walt Bettinger reflects on the company's achievements over the years and comments on the strategy for continued growth.
Our schools can't afford to leave financial literacy as an afterthought
The good news is we're seeing increased efforts to teach these skills through programs like the Capitol Hill Challenge.
Topping the list of strongest US banks
Why you can count on Schwab to be there, even when the times get tough.