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Schwab IMPACT® 2026: Spotlight on AI, Growth and the Future of Independent Advice

  • Schwab Advisor Services will host its 36th annual IMPACT® conference in Boston from October 27-29, 2026.
  • The event is the nation's largest gathering of independent registered investment advisors (RIAs) featuring keynote speakers James Clear, Angela Duckworth, & Cam Awesome.
  • Schwab leadership including CEO Rick Wurster, Chief Investment Strategist Liz Ann Sonders, & Head of AI Alison Dooher will provide industry insights.
  • The program includes a dedicated AI zone for demonstrations & learning, plus sessions on advocacy, regulation, technology, & wealth solutions.
  • Over 100 students & faculty will attend to network with advisors & gain career experience, continuing a program active since 2021.
  • Networking activities include client dinners, cocktail connections, & a closing celebration at MGM Music Hall featuring the Zac Brown Band.
  • Schwab emphasizes going beyond custody to provide resources for firms of all sizes to grow & serve clients effectively.
  • New business updates, fresh industry data, & advanced ways to celebrate the profession will be shared at the conference.