Market & Investment Insights
Get unique perspectives on market and investing trends to help keep your client portfolios ahead of the game.
Markets & economy
Education & insights
Behavioral finance insights
A perspective on global equity markets through a behavioral finance lens from Omar Aguilar, Chief Investment Officer, Passive Equity and Multi-Asset Strategies of Charles Schwab Investment Management Inc., a subsidiary of The Charles Schwab Corporation.
Timely fixed income insights
A perspective on global economic and fixed income developments from Brett Wander, Chief Investment Officer, Fixed Income of Charles Schwab Investment Management Inc., a subsidiary of The Charles Schwab Corporation.
The changing landscape of cash investments
Review our cash platform and how we've been evolving our strategy to ensure we continue to provide a breadth of secure, competitive cash options to support the needs of your clients.
Ready to take action?
Find innovative investment solutions and support exploring the range of open-architecture investment product offerings to address your client needs.
Schwab Center for Financial Research®
One of the ways we demonstrate our commitment to investment advisors is through the Schwab Center for Financial Research® (SCFR). This industry-leading research organization delivers original, fact-based analysis on key investing topics, including:
- The markets
- Portfolio management
- The economy
- Investment strategy
- Retirement planning
- Financial planning
Our experts produce and disseminate proprietary perspectives that you'll find only at Schwab.