Schwab Announces Lineup of Keynote Speakers for IMPACT® 2015

Prominent thinkers, writers, analysts and industry leaders to challenge and inspire independent registered investment advisors, Nov. 10-13 in Boston

Monday, August 17, 2015 9:34 am PDT

Dateline:

SAN FRANCISCO

Public Company Information:

NYSE:
SCHW

SAN FRANCISCO--(BUSINESS WIRE)--Charles Schwab Advisor Services announced today the lineup of keynote speakers for IMPACT® 2015, the nation’s largest and longest-running annual gathering of independent registered investment advisors (RIAs). Spanning insights and content from growth strategies and technology, to leadership and talent, the four-day event includes a robust agenda of sessions that focus on the growth opportunities on the horizon for RIAs, and aims to be a catalyst to help them identify and shape possibilities into actions.

The event also features a lineup of prominent keynote speakers, including: former CEO of the Ford Motor Company Alan Mulally; cellist and cultural ambassadors Yo-Yo Ma and Friends; and influential writers and commentators David Brooks and Fareed Zakaria. Advisors will also hear from Schwab’s head of Advisor Services, executive vice president, Bernie Clark, Charles Schwab President and CEO, Walt Bettinger, as well as chief investment strategist Liz Ann Sonders and global chief investment strategist Jeffrey Kleintop.

IMPACT 2015 takes place Tuesday, November 10 through Friday, November 13 at the Boston Convention & Exhibition Center. Alongside the robust agenda of education sessions, the event will also have a number of ‘spotlight sessions’, covering topics such as attention economics and client behavior, smart beta and the geopolitical landscape. In addition, there will be three focused pre-conference sessions on Tuesday afternoon: Creating a Retirement Playbook, Personal Branding for Women RIAs, and Future Proofing Your RIA Firm.

More information, including background on the keynote speakers, an overview of the conference agenda and details on event registration, can be found at impact.schwab.com.

Returning for 2015, the IMPACT Mobile App will be available for download in late October, allowing attendees to build and track their custom schedule, connect and network with other attendees, and provide show feedback. Schwab will also share information and highlights leading up to and during the conference via @Schwab4RIAs using #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.

For general informational purposes only. Third party firms and guests mentioned above are not affiliated with or an employee of Schwab.

Independent investment advisors are not owned by, affiliated with or supervised by Charles Schwab & Co. Inc.

(0815-5324)

Contact:

Charles Schwab
Rob Farmer, 415-920-3816
Rob.Farmer@schwab.com
or
The Neibart Group
Mayrav Weiss, 718-801-8864
sas@neibartgroup.com

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