Viewpoints
Perspectives and thought leadership
Diversity on my mind
Bernie Clark, head of Schwab Advisor Services, shares his perspective on the Advisor Services scholarship program as the application process opens up to candidates.
Earning trust as the world rapidly goes digital
Schwab's Neesha Hathi discusses the importance of earning and keeping client trust as the financial services world goes increasingly digital.
Technology and the modern retirement
The idea that people aged 60+ might be averse to technology is a myth. See how seniors are embracing fintech to enhance their investing experience.
The RIA Industry: No one is staying in their lane, and that’s a good thing
With a superior model, RIAs have a tremendous opportunity ahead for continued growth. And we’re here for it, says Bernie Clark, head of Schwab Advisor Services.
The secret Tesla reveals about index investing
Founder and Chairman, Chuck Schwab, shares his perspective on index investing and why understanding the nuances of the market is important.
A historic moment and opportunity
CEO Walt Bettinger shares a few thoughts on the close of the TD Ameritrade acquisition – why the combination helps us towards our goal of being a company that can best serve clients with the soul of a challenger.
Growth: It’s what’s coming
Schwab executive Bernie Clark shares his perspective on the growth of the advisor industry and what it takes to be successful.
Persistence never waivers
In the latest TV spot from Charles Schwab & Co., Chuck Schwab, our founder shares his perspective on the current crisis, by recalling previous crises endured and overcome by his generation.
Clients first in all ways
The Registered Investment Advisor (RIA) ecosystem continues to grow aggressively. At the same time, the industry is navigating a period of great change: new entrants, new ways of serving, and new name combinations. Schwab CEO Walt Bettinger provides perspective on what's not changing.
Creating marketing for everyone
Since our founding, few things have been more important to us than the notion of serving the needs of all investors. It is the essence of why Chuck founded this firm. And it is why we take a very deliberate approach with our marketing to make sure we engage audiences in ways that are appropriate for everyone.