Viewpoints
Perspectives and thought leadership
Being “that” Halloween house doesn’t have to scare your savings
Ideas to stay financially savvy without sacrificing your spooky decor dreams.
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 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.