Industry

The landscape from our vantage point

Featured Stories

  • Industry

    Meet Tom Bradley: Bringing his Texas-sized experience to small advisors

    Tom Bradley, Senior Vice President, Schwab Advisor Services

    Tom Bradley’s well-known, well-connected, and much-beloved in the industry, with a career that included leadership roles at TD Ameritrade. As he settles into his new role at Schwab, Tom shares a bit about himself and his vision for what's ahead.

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  • Industry, Viewpoints

    Wealth management trends: Advice, fee transparency & automatic 401(k)s

    Couple looking over their finances.

    With a new year and new decade off and running, we asked leaders at Schwab to offer their perspectives on the most significant changes in the past 10 years and their impacts on investors.

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Additional Stories

  • Innovation, Industry

    A mobile assistant puts investing help in the palm of your hand

    Man looking at his phone.

    Schwab set out to earn a place on the home screens of our clients’ phones by making the mobile investing process as easy as possible. With the launch of Schwab Assistant – an artificial intelligence-powered assistant, clients can use their own voice or text to easily find information and complete tasks through the mobile app.

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  • Innovation, Industry, Viewpoints

    Wealth management trends: Falling fees and Subscription-pricing

    With a new year and new decade off and running, we asked leaders at Schwab to offer their perspectives on the most significant changes in the past 10 years and their impacts on investors.

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  • Industry, Viewpoints

    Clients first in all ways

    Walt Bettinger, President and CEO

    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.

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  • Innovation, Industry

    Artificial intelligence for real solutions

    Man having a discussion on the phone

    Automated phone-based voice assistant technology has come a long way since Apple1 first introduced Siri® in 2011. Now, Schwab Advisor Services is putting the best voice technology to task to enhance its service for independent Registered Investment Advisors (RIA).

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  • Innovation, Industry, Viewpoints

    Wealth management trends: Digitization and Rising costs

    Man looking at his phone.

    With a new year and new decade off and running, we asked leaders at Schwab to offer their perspectives on the most significant changes in the past 10 years and their impacts on investors.

    Read article >

  • Industry

    Cutting through the speculation

    Joe Martinetto, Senior Executive Vice President And Chief Operating Officer, Charles Schwab

    Schwab executive Joe Martinetto provides a little insight on the integration of Schwab and TD Ameritrade pending regulatory and stockholder approvals.

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  • Industry

    Keeping pace with advisors means changes for custodians

    High net worth clients have more complex and diverse wealth management needs than ever before. This has translated into more sophistication, more complexity and increased specialization for RIAs, who now have firms as diverse as the clients they serve. 

    Advisors need more and that’s exactly what we’re going to give them.

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  • Industry

    We started small. But our idea was big

    How Schwab Advisor Services went all in to help advisors grow, and build an industry.

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  • Innovation, Industry, Viewpoints

    Make something complicated easier

    Individuals looking at a map.

    We reached another milestone in Schwab’s digital evolution earlier this month with the launch of Schwab Intelligent Income™ which simplifies the process of managing income needs from an investment portfolio by helping clients invest, plan and automate withdrawals, navigate taxes, and stay on track.

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  • Innovation, Industry

    So you think I should invest? Teach me how!

    Compass

    Schwab’s “How to Invest” feature helps investors learn how to take charge of their financial futures.

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  • Viewpoints, Industry, Culture

    Why investing matters to me

    Jonathan Craig

    I shared with the audience one powerful question I was asked many years ago by a colleague. The question was simple: “Are you passionate about what you’re doing?” It sounds like an obvious question, but for me, it was critically important and got me to reexamine my situation. 

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  • Industry, Innovation

    The digital accelerator

    Neesha Hathi, Executive Vice President and Chief Digital Officer, Schwab

    What’s better than digital transformation? A faster digital transformation—that delights customers, develops agile ways of working, and creates new value. Here’s the road map followed at Schwab.

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  • Industry

    Happiness? It’s not what you think it is

    Audience at Schwab's IMPACT conference.

    At Schwab’s annual IMPACT conference, Dr. Harmon told a rapt audience of advisors about learning to love where you are. It’s about learning to overestimate the good that happens in our lives, and underestimate the bad.

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  • Viewpoints, Industry

    Top Wall Street women: The secret to success in finance

    Liz Ann Sonders, chief investment strategist, Charles Schwab

    In a podcast hosted by The Wall Street Journal, Liz Ann Sonders shares her secret on getting to the top in the finance industry.

    Listen to the podcast >

  • Viewpoints, Industry, Culture

    Grateful, humbled and in awe

    Lisa Hunt, EVP-International Services at Schwab

    As a proud alumnus, I was honored to give the commencement address to the University of Maryland’s Smith School of Business class of 2019. My family was there with me that night – including my father who graduated from Maryland in the 60’s, and my daughter who graduated from Maryland last year. We are three generations of proud Terps.

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  • Viewpoints, Industry

    Chuck.

    Jonathan Craig, Chuck Schwab and Greg Gable in a discussion while walking.

    Chuck’s memoir Invested has arrived. People often ask me what Chuck is like. Demanding. Competitive. Authentic. Patriotic. Humble. Deeply involved. And completely committed to helping individual investors. Let me explain.

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  • Viewpoints, Industry

    Just ask.

    Graphic of a person on top of a mountain holding a question mark.

    You know the cliché about asking questions? People say it all the time: “There is no such thing as a stupid question.“ But do we believe it? 

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  • Viewpoints, Culture, Industry

    Looking back with my father, Charles Schwab

    Carrie Schwab-Pomerantz and her father, Charles R. Schwab.

    I sat down with my dad, Chuck Schwab, to talk about his new memoir, INVESTED...Take a look.

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  • Viewpoints, Industry, Culture

    Forget the PowerPoint. What do our clients want?

    Walt Bettinger and Chuck Schwab in a discussion.

    I’m so pleased that Chuck is sharing his story for the first time in its entirety in a new memoir entitled, Invested - Changing Forever The Way Americans Invest. It’s a compelling story of an entrepreneur who believes down to his core that doing what’s right by your customers is the surest way to success in business.

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  • Viewpoints, Industry

    Creating marketing for everyone

    paint cans

    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.  

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