Viewpoints

Our leadership perspective, insight, and opinion

Featured Stories

  • Innovation, Industry, Viewpoints

    Make something complicated easier

    Individuals looking at a map.

    We reached another milestone in Schwab’s digital evolution earlier this month with the launch of Schwab Intelligent Income™ which simplifies the process of managing income needs from an investment portfolio by helping clients invest, plan and automate withdrawals, navigate taxes, and stay on track.

    Read article > 

  • Viewpoints, Industry

    Just ask.

    Graphic of a person on top of a mountain holding a question mark.

    You know the cliché about asking questions? People say it all the time: “There is no such thing as a stupid question.“ But do we believe it? 

    Read article >


Additional Stories

  • Viewpoints, Industry

    Chuck.

    Jonathan Craig, Chuck Schwab and Greg Gable in a discussion while walking.

    Chuck’s memoir Invested has arrived. People often ask me what Chuck is like. Demanding. Competitive. Authentic. Patriotic. Humble. Deeply involved. And completely committed to helping individual investors. Let me explain.

    Read article >

  • Viewpoints, Culture, Industry

    Looking back with my father, Charles Schwab

    Carrie Schwab-Pomerantz and her father, Charles R. Schwab.

    I sat down with my dad, Chuck Schwab, to talk about his new memoir, INVESTED...Take a look.

    Read article >

  • Viewpoints, Industry

    Money & social media can be a bad mix; don’t give in to FOMO

    Young adult leaning against the wall.

    Social media can be fun and a great way for us to stay connected to friends and in touch with current events. The key, of course, is to use social media in a way that will enhance your life, not detract from it. 

    Read article >

  • Viewpoints, Culture, Community

    Gender equity: A goal we must all pursue

    A speaker presenting against a gender collage backdrop.

    I’ve long been a champion of financial empowerment for women. That's why, as a commissioner on the San Francisco Commission on the Status of Women, I was excited to host a day-long event, the #GenderEquityChallenge Forum, which highlighted and encouraged corporate policies that advance women in the workplace.

    Read article >

  • Viewpoints, Industry, Culture

    Grateful, humbled and in awe

    Lisa Hunt, EVP-International Services at Schwab

    As a proud alumnus, I was honored to give the commencement address to the University of Maryland’s Smith School of Business class of 2019. My family was there with me that night – including my father who graduated from Maryland in the 60’s, and my daughter who graduated from Maryland last year. We are three generations of proud Terps.

    Read article >

  • Viewpoints, Industry, Culture

    Why investing matters to me

    Jonathan Craig

    I shared with the audience one powerful question I was asked many years ago by a colleague. The question was simple: “Are you passionate about what you’re doing?” It sounds like an obvious question, but for me, it was critically important and got me to reexamine my situation. 

    Read article >

  • Viewpoints, Culture

    My Schwab story

    Neesha Hathi, Executive Vice President and Chief Digital Officer, Schwab

    This week, we are welcoming several new Schwabbies to the Digital Services team. As new faces join, I remember my first weeks at Schwab – and the question I asked my new colleagues: “why did you come to Schwab?” So, here’s my answer to that question.

    Read article >

  • Viewpoints, Industry

    Creating marketing for everyone

    paint cans

    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.  

    Read article >

  • Viewpoints, Culture

    The smart questions interns are asking (I’m taking notice)

    The Smart Questions Interns Are Asking (I’m Taking Notice)

    Every summer, I meet with over a hundred of our interns to answer their questions about our company, Charles Schwab, the financial services industry, and most importantly, how to embark on a fulfilling career. But every year, I learn from them too. 

    Read article >

  • Viewpoints, Culture

    My number one challenge as CEO

    Walt Bettinger, CEO (right) with a group of employees.

    It’s a well-known secret that executives, especially CEOs, often work within an information silo – where what they hear is what employees believe they want to hear – and bad news often struggles to find its way into their purview...No matter where we are in our careers, we can all benefit from continuing to ask the tough questions.

    Read article >

  • Viewpoints, Culture

    #IfIWere22: The power of humility

    Walt Bettinger, President and CEO of Schwab, at 22.

    On almost a whim, I decided to leave my secure job at a large company and spend my life savings to start my own business...I learned some of the hardest and most valuable lessons of my life during those years. Here are three that I wish that bright-eyed and ambitious 22-year-old had known.

    Read article >

Explore Stories by Topic

0000-2019