IMPACT is an annual conference held for independent registered investment advisor (RIA) clients of Charles Schwab & Co., Inc. It is considered the premier benchmark event for the RIA industry, with world-class keynote speakers, education sessions, networking opportunities, and industry exhibits.
Why do advisors attend?
Registered investment advisors attend this conference to network with peers and be inspired by industry leaders and experts. They learn new concepts and techniques to help manage and grow their businesses by attending their choice of more than 75 education sessions, listening to keynote speakers, and talking with exhibitors and peers in The Exchange. Session topics include practice management strategies, compliance and regulatory issues, investment strategies, financial-planning tools, and technology solutions. The Exchange serves as the conference hub, hosting exhibitors, receptions, and conference services.
Exhibiting at IMPACT® provides an opportunity for your company to access industry leaders, strengthen your brand awareness, and introduce new products and services.
1,600 to 1,900 registered investment advisors
75 to 100 independent retirement plan providers
300 exhibiting companies
250 Schwab employees
Journalists from leading financial services publications