Viewpoints Our leadership perspective, insight, and opinion Featured Stories CULTURE, VIEWPOINTS What it takes to become a leader Charles Schwab CEO Walt Bettinger gives advice to the next generation of talent on how to develop and advance in their careers. Read article > 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. Read article > Additional Stories 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 > INDUSTRY, 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. Read article > 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 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 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 2020 is an Especially Good Year to Give 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. Read article > INDUSTRY, VIEWPOINTS A Historic Moment and Opportunity 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. Read article > 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. Read article > 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 Schwab executive Katie Casey shares her perspective on leadership and offers advice for aspiring leaders. Read article > INDUSTRY, VIEWPOINTS Wealth management trends: Advice, fee transparency & automatic 401(k)s 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: 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 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 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 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. 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 Chuck. 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 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 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 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 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 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 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 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) 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 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 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 Culture Read stories > Community Read stories > Innovation Read stories > Industry Read stories > Viewpoints Read stories > 0000-2019 Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law (Equal Employment Opportunity policy). Schwab is also an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity. 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