Event will run live Oct. 19–20 at no cost to
invited attendees
Schwab Advisor ServicesTM is gearing up for two days of
thought-provoking keynote speaker pairings alongside a focused
series of educational sessions at its annual IMPACT® conference,
the longest running and largest event of its kind for independent
advisors and the providers that serve them. The event, which will
be virtual and live over two days, will be offered at no additional
cost to the more than 13,000 independent advisory firms that
currently custody with Schwab Advisor Services or TD Ameritrade
Institutional.
Among the keynote sessions are a conversation between
bestselling author Malcolm Gladwell and organizational psychologist
and bestselling author Adam Grant as well as a session featuring
Ben Bernanke, distinguished fellow-in-residence in the Economics
Studies program at the Brookings Institute and economist and former
governor of the Bank of England, Mark Carney.
Advisors will also hear from Charles Schwab President and CEO,
Walt Bettinger and Head of Advisor Services, Bernie Clark, as well
as Schwab chief investment strategist, Liz Ann Sonders, and Schwab
global chief investment strategist, Jeffrey Kleintop.
“IMPACT is about investing in advisors’ success, by helping them
expand their knowledge and cultivate the professional networks that
support their firms and their clients. We are excited to once again
host Schwab and TD Ameritrade advisor clients, and to expand the
accessibility of the event by making it free of charge,” said
Bernie Clark, Head of Schwab Advisor Services. “Whether it is
thought-provoking keynote discussions that push advisors to think
beyond the day-to-day, or tangible investing and practice
management content, we are proud that IMPACT continues to be a
flagship annual event that underscores our commitment to this
flourishing industry.”
A new virtual experience
While advisors may not need to make travel arrangements this
year, they can start planning how they will maximize the event by
registering for education sessions and familiarizing themselves
with the platform.
This year, Schwab is using an innovative virtual networking
platform to deliver a personalized networking experience for all
advisor attendees. Beginning next week, registered attendees can
set up their profiles and answer a short series of questions to
inform customized recommendations for networking opportunities
during the event.
Registered attendees can also plan and sign up for individual
forums and education sessions via the IMPACT Schedule Builder in
their event profiles. The full event agenda is available on the
IMPACT site and features over 80 speakers, nearly 50 education
sessions, and over 20 exhibitors across investments and technology.
Topics include post-pandemic market trends, disruptive technology,
building an inclusive firm culture and attracting diverse talent,
behavioral economics, making the most of third-party technology,
managing operational risk, and more.
“While virtual networking can never replace in-person
connections, the realities of the new hybrid working environment
mean we need to look for ways to optimize the time we spend
together,” said John Tovar, Managing Director, Wealth Management
Services, TD Ameritrade Institutional. “We are excited to bring
clients and the industry together and to see how new ways of
learning and networking can continue to help foster meaningful
connections and community as we move forward.”
While IMPACT 2021 will be virtual, Schwab looks forward to
bringing clients and industry providers back together in person for
IMPACT 2022 in Denver, CO. The 2022 event will likely also include
a virtual component for those unable to attend in person.
Continuing to engage next generation talent
IMPACT 2021 will welcome more than 130 students and faculty from
18 universities across the country, including Historically Black
Colleges and Universities (HBCUs) and Hispanic-serving institutions
(HSIs), demonstrating Schwab’s ongoing commitment to investing in
the next generation of advisors. The recipients of Schwab’s
inaugural RIA Talent Advantage Student Scholarship and members of
Schwab’s 2021 RIA Intern class will take part in the IMPACT student
program as well.
For more information about IMPACT 2021, visit impact.schwab.com.
Schwab will share information and highlights leading up to and
during the conference via @Schwab4RIAs on Twitter using the hashtag
#SchwabIMPACT.
About Charles Schwab
At Charles Schwab we believe in the power of investing to help
individuals create a better tomorrow. We have a history of
challenging the status quo in our industry, innovating in ways that
benefit investors and the advisors and employers who serve them,
and championing our clients’ goals with passion and integrity.
More information is available at www.aboutschwab.com. Follow us
on Twitter, Facebook, YouTube and LinkedIn.
Disclosures
Through its operating subsidiaries, The Charles Schwab
Corporation (NYSE: SCHW) provides a full range of securities
brokerage, banking, money management and financial advisory
services to individual investors and independent investment
advisors. Its broker-dealer subsidiary, Charles Schwab & Co.,
Inc. (member SIPC, www.sipc.org), and affiliates offer a complete
range of investment services and products including an extensive
selection of mutual funds; financial planning and investment
advice; retirement plan and equity compensation plan services;
compliance and trade monitoring solutions; referrals to independent
fee-based investment advisors; and custodial, operational and
trading support for independent, fee-based investment advisors
through Schwab Advisor Services. Its banking subsidiary, Charles
Schwab Bank (member FDIC and an Equal Housing Lender), provides
banking and lending services and products. More information is
available at www.schwab.com and www.aboutschwab.com.
TD Ameritrade Institutional, Division of TD Ameritrade, Inc.,
member FINRA/SIPC, a subsidiary of The Charles Schwab Corporation.
TD Ameritrade is a trademark jointly owned by TD Ameritrade IP
Company, Inc. and The Toronto-Dominion Bank.
Schwab Advisor Services™ serves independent investment advisors
and includes the custody, trading, and support of Schwab.
Independent investment advisors are not owned by, affiliated
with, or supervised by Schwab. For informational purposes only.
©2021 Charles Schwab & Co., Inc. (“Schwab”) All rights
reserved. Member SIPC.
(1021-1657)
View source
version on businesswire.com: https://www.businesswire.com/news/home/20211005005036/en/
Meredith Richard Schwab Corporate Public Relations 646-343-7419
Meredith.Richard@Schwab.com
Ella Ketchum The Neibart Group 718-501-8258
sas@neibartgroup.com
Charles Schwab (NYSE:SCHW)
Historical Stock Chart
From Mar 2024 to Apr 2024
Charles Schwab (NYSE:SCHW)
Historical Stock Chart
From Apr 2023 to Apr 2024