David Rubenstein
David Rubenstein
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Bloomberg Wealth: Schwab CEO Rick Wurster

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July 1, 2026

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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.

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Guests & Subjects Covered

Bloomberg WealthCharles SchwabBloomberg Wealth PresidentCEO Rick WursterNew York ChaptersHow Schwab Makes MoneyKeeping ClientsInside Charles Schwab's

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Bloomberg Wealth: Schwab CEO Rick Wurster · David Rubenstein · Sentinel