Strategists are looking to hold their ground against a backdrop that has them underperforming stocks and as the market holds its breath over rates.» Read More
Stocks might be at all-time highs, but Charles Schwab CEO Walt Bettinger said his retail clients aren't the ones sending the markets higher.
Liz Ann Sonders is the senior VP and Chief Investment Strategist at Charles Schwab. She tells Maria why she's still bullish, and why this market still has room to run.
A new study out of Schwab's IMPACT conference finds that investment advisors are expecting great growth ... along with a bombardment of competition.
Top level advisors weigh in on the concerns they have for their clients as they head into the new year and discuss the issues the industry faces moving forward.
Schwab's IMPACT conference happens this year against a challenging backdrop for investors, who may have to start bracing for a different world ahead.
Financial advising is getting ready to take the next step in the technology that advisors offer their clients. Schwab's Neesha Hathi describes what clients can expect at the Impact 2013 conference in Washington, DC.
Maria talks politics with a Washington insider. Former Senator Olympia Snowe, a Republican known for reaching across the aisle. Snowe discusses Obamacare, the national debt and the economy.
Tyler Mathisen dissects Schwab's latest Advisor Outlook survey with the head of their Advisor Services, and does a pulse check with advisors attending to conference. With Bernie Clark.
Tyler Mathisen reveals the surprising results of Schwab's new survey and gives us an inside look at the minds of money managers.
CNBC's Tyler Mathisen reports from Schwab's "IMPACT" conference, where about 2,000 investment advisers are registered.
"The fundamentals of the U.S. economy are improving, and we're about the only major economy you can say that about," said Rich Bernstein of Richard Bernstein Advisors.
Daunting problems like Washington's fiscal crisis, slowing global economies and the meager growth in the U.S. all mask opportunities that clever buyers can find, one pro says.
At a time when most investment professionals are preoccupied with the fiscal peril in Washington, Liz Ann Sonders envisions an economic recovery that will be built, literally, with four walls.
Caught in the throes of a recession, and in some areas depression, Europe is in chaos with an uncertain future ahead.
With the U.S. in political and fiscal turmoil, Europe in recession and global growth slowing, now would be an easy time for investors to cash out and wait until things clear up. That's just what some are counting on.
Financial advisors stress that now is the time for investors to get serious about year-end financial planning checkup.
A series of high profile cyber attacks has created huge economic opportunity as businesses look to fend off future attacks.
Is an active twist on passive investing the right portfolio move? An inside look at the rise of ETF strategists.
Call it the market's "V" word. That "V" would stand for "volatility," something investors have not seen for years.
Even guys who had to bear the weight of the world on their shoulders can laugh a little, too.
ETFs have taken in a net $159.2 billion in 2014 in a year that has seen total inflows rise nearly 13 percent.