Industry

Stories of progress and the future of the financial industry

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.

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.

For thinkorswim, innovation starts with listening

How Chesley Spencer improves trading experiences for clients by listening to their needs

The legend of Zep and forty years a trader

How Kevin Siemiawski brings his experience from the OG trading pit to Schwab clients as a trade rep.