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Schwab CEO Sees Brokerage of the Future Looking More Like Uber

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Walter “Walt” Bettinger
Walter “Walt” BettingerPhotographer: David Paul Morris/Bloomberg

Financial firms need to take more cues from Silicon Valley, according to Charles Schwab Corp. Chief Executive Officer Walt Bettinger. 

Consumers want their banks and brokerages to offer technology with the same level of personalization they get from ride-hailing and food-delivery apps, Bettinger said in a wide-ranging interview after Schwab reported fourth-quarter results this week.