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Bloomberg Wealth: Rick Wurster

Bloomberg Wealth: Rick Wurster
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Jul 1st, 2026 Bloomberg Wealth: Rick Wurster Charles Schwab has grown from a small discount brokerage into one of the largest financial services firms in the world. In this week's episode of Bloomberg Wealth, President and CEO Rick Wurster joins David Rubenstein to discuss the company's 50-year mission of making investing more accessible, how Schwab now oversees $13 trillion in client assets, and why he believes long-term investing continues to outperform trying to time the market. Wurster...

Jul 1st, 2026 Bloomberg Wealth: Rick Wurster Charles Schwab has grown from a small discount brokerage into one of the largest financial services firms in the world. In this week's episode of Bloomberg Wealth, President and CEO Rick Wurster joins David Rubenstein to discuss the company's 50-year mission of making investing more accessible, how Schwab now oversees $13 trillion in client assets, and why he believes long-term investing continues to outperform trying to time the market. Wurster also shares leadership lessons from Schwab himself, and explains how the firm is navigating the future of investing. This interview was recorded May 1 in New York. [Image text:] O O O Bloomberg wealth wDavid Rubenstein
Bloomberg (ORG) Rick Wurster (PERSON) Charles Schwab (PERSON) Bloomberg Wealth (ORG) David Rubenstein (PERSON) Schwab (PERSON) Wurster (PERSON) New York (LOCATION)
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