Schwab Advisor Services Announces Keynote Speakers and New Features Coming to IMPACT® 2019

Tuesday, October 22, 2019 5:00 am PDT

Dateline:

SAN FRANCISCO

Public Company Information:

NYSE:
SCHW
"We are excited to share timely content and insights with advisors at IMPACT this year"

SAN FRANCISCO--(BUSINESS WIRE)--Schwab Advisor Services™ today announced keynote speakers and new features coming to IMPACT® 2019, the largest and longest-running annual gathering of independent advisors in the nation. More than 2,200 independent advisors from across the country, along with hundreds of industry professionals, will gather at the San Diego Convention Center from November 4-7.

Keynote speakers will include former U.S. Under Secretary of State for Political Affairs Nicholas Burns; country music star Tim McGraw and presidential historian and author Jon Meacham; New Yorker staff photographer Platon; Future Today Institute founder Amy Webb; and AGF Investments Chief U.S. Policy Strategist Greg Valliere. Advisors will also hear from Schwab’s Executive Vice President and Head of Advisor Services Bernie Clark, Charles Schwab President and CEO Walt Bettinger, and special guest Charles Schwab Corporation founder and chairman Charles (“Chuck”) Schwab; Schwab’s Chief Investment Strategist Liz Ann Sonders; and Schwab’s Global Chief Investment Strategist Jeffrey Kleintop.

The conference represents the vast and growing ecosystem that has developed over the past three decades to support independent advisors and the investors they serve. IMPACT’s exhibition hall, The Exchange, features more than 350 integration providers, investment management innovators, and independent record-keepers. Advisors attend IMPACT to learn the latest news and information in the independent advice space and to hear from experts on timely investing and practice management topics.

Spotlight on M&A, succession planning, and technology

This year, Schwab will host the first-ever Succession & Mergers community on the floor of The Exchange, which will bring together eight firms that are focused on helping advisors address succession, growth, or mergers. The community will enable advisors to learn more about succession planning and potential M&A opportunities for their firms.

Also new at IMPACT 2019 is Schwab’s digital adoption booth, where advisors can take a five-minute survey to receive immediate takeaways about their firm’s technology infrastructure and book an in-depth consultation with a Schwab technology expert.

“We are excited to share timely content and insights with advisors at IMPACT this year,” said Jon Beatty, chief operating officer, Schwab Advisor Services. “Technology, M&A, and succession are incredibly significant and disruptive themes for the independent space – ones that we are dedicated to tackling head-on to help independent advisors maintain their competitive advantage in the financial services industry at large.”

Find more information, including the conference agenda and details on event registration, at impact.schwab.com. Schwab will share information and highlights leading up to and during the conference via @Schwab4RIAs on Twitter by 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.

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.

©2019 Charles Schwab & Co., Inc. (“Schwab”) All rights reserved. Member SIPC.

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Contact:

Rob Farmer
Schwab Corporate Public Relations
415-667-0083
rob.farmer@schwab.com

Kerstin Österberg
The Neibart Group
718-875-2121
sas@neibartgroup.com

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