Company Announcements

Schwab IMPACT® 2021 Brings Compelling Speaker Pairings and Enhanced Virtual Networking Opportunities to RIAs

Event will run live Oct. 19–20 at no cost to invited attendees

WESTLAKE, Texas--(BUSINESS WIRE)--Oct. 5, 2021-- 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)

Meredith Richard
Schwab Corporate Public Relations
646-343-7419
Meredith.Richard@Schwab.com

Ella Ketchum
The Neibart Group
718-501-8258
sas@neibartgroup.com

Source: The Charles Schwab Corporation