Viewpoints

Perspectives and thought leadership

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.

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.