Research

Stories that provide insight on investor trends, consumer finance, independent investment advisors, retirement, and other timely issues

Is Crypto the NBA’s real MVP?

A look at the power sports marketing may have on investor trends and demographics.

Put your phone down and go to sleep

New research shows social media scrolling before bed can hurt your sleep quality. So even if you log 8 hours of ZZZ's, you might not feel rested.

Challenging conventional wisdom through research

A fresh look at data, this time through a new lens of race and ethnicity. See what one researcher discovered about people of color and investing.

RIAs need to offer more than pay to win talent

See how independent advisors are evolving (and managing) their compensation and talent strategies in today’s competitive environment.

Schwab participates in the inaugural Black Wealth Summit

Professionals gathered to address the racial wealth gap and share strategies on how to build generational wealth for Black families and communities.

The rise of Generation Investor

See insights from the New Investor Survey and learn why getting started with investing is so important, no matter what stage of life you're in.

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.