Keynote Speaker Dr. Janet Yellen, former Chair of the Federal Reserve, will share her insights and analysis of the U.S. economy and how trade and immigration issues could slow growth.
Click here to see all of the IMPACT speakers
IMPACT focuses on helping growth-oriented firms capitalize on new opportunities.
Read the press releases:
The Center of Everything for RIAs
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Advocacy on behalf of RIAsSee the new national ad campaign designed to raise awareness of the benefits of working with an independent financial advisor. |
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Protection for firms and clientsExplore the wide array of cybersecurity programs and guided resources to see how they can help strengthen independent firms' efforts. |
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Modern digital experienceHear about the investments Schwab is making to help scale businesses, including a more streamlined digital custody experience, expanded third-party integration, and rich data and insights. |
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Expert guidance and supportLearn how Schwab's educational resources and consulting offers can help RIAs navigate industry and regulatory change, evaluate solutions, and build a strategy for the future. |
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Comprehensive wealth management solutionsDiscover more about the broad range of investment, banking, specialized solutions, and experts available through Schwab's platform—all designed to help RIAs tailor strategies to meet the unique needs of clients. |
Advocacy on behalf of advisors
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Mike Townsend from Schwab's Office of Legislative and Regulatory Affairs shares his views on how Schwab advocates on the behalf of advisors and their clients. |
Student Program
With talent in short supply today, building a strong, reliable talent pipeline for one’s firm may include establishing mutually-beneficial relationships with colleges and universities that are educating the next generation of talent. A benefit of attending IMPACT is the opportunity to meet and network with students and faculty from the 14 national schools participating in the student program at IMPACT this year. Conversely, IMPACT provides students with an exceptional opportunity to learn from renowned industry and global experts who bring classroom theories to life.
“IMPACT provides our students with an eye-opening experience into a new career opportunity that has actually influenced some students to change their majors and careers paths.
Richard Rosen, Faculty, University of Arizona
IMPACT® is the largest conference of its kind, and brings together the entire ecosystem that supports Registered Investment Advisors (RIAs) for an annual event like no other. This year's invitation-only conference takes place October 28-31 in Washington DC.
Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value
Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law.
The Charles Schwab Corporation provides a full range of securities, brokerage, banking, money management, and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (“Schwab”), Member SIPC, offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.
Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading, and support services of Schwab. Independent investment advisors are not owned, affiliated with, or supervised by Schwab. Schwab Retirement Plan Services, Inc. provides recordkeeping and related services with respect to retirement plans.