Our leadership perspective, insight, and opinion


People, purpose and power

Why nurturing culture is one of the most important functions a leader fulfills.

October 05, 2022 Bernard J. Clark

For RIAs, “Help Wanted” is the sign of the times

To meet today’s challenges and enable future growth, advisors must cast a wide net for talent.

July 01, 2022

Is Crypto the NBA’s real MVP?

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

June 30, 2022

The Education Imperative

With more access to the markets than ever before, today’s investors need education tools and resources that reflect their needs.

February 28, 2022

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.

February 16, 2022

Additional Stories

  • Industry, Viewpoints

    How financial literacy can help solve our biggest social issues

    Carrie Schwab-Pomerantz highlights the importance of financial literacy today and why she sees her recent appointment as board chair for Boys & Girls Clubs of America as an important blueprint to propel change in other areas.

  • Industry, Viewpoints

    Why financial literacy will unite Americans

    Carrie Schwab-Pomerantz believes financial literacy is one issue we can all rally around because it can increase our resilience, expand opportunities and promote economic freedom for Americans from all walks of life.

    Read article >

  • Viewpoints

    Diversity on my mind

    Bernie Clark, head of Schwab Advisor Services, shares his perspective on the Advisor Services scholarship program as the application process opens up to candidates. 

  • Innovation, Viewpoints

    Earning trust as the world rapidly goes digital

    Schwab's Chief Digital Officer Neesha Hathi discusses the importance of earning and keeping client trust as the world of financial services goes increasingly digital.

    Read article >

  • Industry, Viewpoints

    No one is staying in their lane, and that’s a good thing

    Bernie Clark, Executive Vice President and Head of Schwab Advisor Services™

    With a superior model, RIAs have a tremendous opportunity ahead for continued growth. And we’re here for it, says Bernie Clark, head of Schwab Advisor Services.

    Read article >

  • Industry, Viewpoints

    The secret Tesla reveals about index investing

    Charles R. Schwab, Founder

    Founder and Chairman, Chuck Schwab, shares his perspective on index investing and why understanding the nuances of the market is important.

    Read article >

  • Industry, Viewpoints

    A historic moment and opportunity

    Charles Schwab and Td Ameritrade logos side-by-side

    CEO Walt Bettinger shares a few thoughts on the close of the TD Ameritrade acquisition – why the combination helps us towards our goal of being a company that can best serve clients with the soul of a challenger.

  • Industry, Viewpoints

    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.

  • Industry, Viewpoints

    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.

    Read article >

  • Viewpoints | Women's History Month

    Learning not to see the obstacles

    Katie and a few Schwab employees.

    Schwab executive Katie Casey shares her perspective on leadership and offers advice for aspiring leaders.

    Read article >

  • Innovation, Industry, Viewpoints

    Wealth management trends: Falling fees and Subscription-pricing

    With a new year and new decade off and running, we asked leaders at Schwab to offer their perspectives on the most significant changes in the past 10 years and their impacts on investors.

    Read article >

  • Innovation, Industry, Viewpoints

    Wealth management trends: Digitization and Rising costs

    Man looking at his phone.

    With a new year and new decade off and running, we asked leaders at Schwab to offer their perspectives on the most significant changes in the past 10 years and their impacts on investors.

    Read article >

  • Industry, Viewpoints

    Clients first in all ways

    Walt Bettinger, President and CEO

    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.

    Read article >

  • 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 >

  • Viewpoints, Industry


    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.

  • 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.

  • 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.

  • 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. 

  • 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.

  • 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. 

  • 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.

  • 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.

Explore Stories by Topic

  • icon-giving


  • icon-people


  • icon-lotus flower


  • icon-check


  • icon-diploma