Viewpoints

Perspectives and thought leadership

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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.

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Industry

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.

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Industry

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.

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Industry

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.

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Viewpoints

Cutting through the speculation

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

Important Disclosures

The information provided here is for general informational purposes only and is not intended to be a substitute for specific individualized tax, legal or investment planning advice. Where specific advice is necessary or appropriate, consult with a qualified tax advisor, CPA, financial planner or investment manager.

Investing involves risk, including loss of principal.

Options carry a high level of risk and are not suitable for all investors. Certain requirements must be met to trade options through Schwab. Investing involves risks, including loss of principal. Hedging and protective strategies generally involve additional costs and do not assure a profit or guarantee against loss. With long options, investors may lose 100% of funds invested. Covered calls provide downside protection only to the extent of the premium received. Please read the options disclosure document titled "Characteristics and Risks of Standardized Options." Supporting documentation for any claims or statistical information is available upon request.

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