Viewpoints

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

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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.

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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.

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

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Schwab Charitable president Kim Laughton provides insight on how donors have stepped up and increased their giving to support those most impacted by this challenging environment.

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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.

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

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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.

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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.

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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.

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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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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.

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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? 

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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.

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

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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. 

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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.

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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.

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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. 

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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.

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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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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. 

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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.

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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.

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