Schwab Advisor Services announced today the final keynote
speaker lineup for IMPACT® 2014, one of the nation’s
largest and longest-running annual gatherings of independent registered
investment advisors (RIAs). Schwab also announced that, for the first
time in the conference’s history, Schwab will broadcast opening remarks
by Bernie
Clark, executive vice president and head of Schwab Advisor Services,
live via webcast from the event in Denver, Colorado. Clark will share
the latest industry trends along with updates about how Schwab is
championing advisors and the industry. To view the live event, please
register here.
In addition to previously announced former Federal Reserve Chairman Dr. Ben
S. Bernanke, the IMPACT keynote lineup also includes educational and
philanthropic trailblazer Charles
Best, economist and author Dr.
Dambisa Moyo, and Schwab’s Chief
Investment Strategist Liz Ann Sonders.
This year’s conference will feature remarks from senior Schwab
executives and includes more than 65 educational sessions from business
and industry leaders covering product, technology, and practice
management solutions for advisors. More than 1,400 exhibitors and
sponsors as well as presenters, and local and regional vendors, will
participate in The Exchange, the show exhibit hall.
Select keynote speakers will continue their discussions in a more
intimate setting on the X-Stage, a smaller presentation stage within The
Exchange, following their presentations. The latest technology
innovations and investment best practices from Schwab and its affiliates
on topics including online approvals, mobile applications, rebalancing,
and more will also be featured on the Showcase Stages in The Exchange.
On Thursday, November 6, Schwab will announce the winners of this year’s
IMPACT Awards given in recognition of RIA firms that have advanced the
industry’s reputation for client service through leadership, innovative
business practices and strategic growth. A new IMPACT Award, the Best in
Retirement Business, also debuts at IMPACT recognizing a firm that has
excelled in retirement planning services.
Returning for 2014, the IMPACT Mobile App will be available for
download, allowing attendees to build and track their custom schedule,
connect and network with other attendees, and provide show feedback.
IMPACT takes place Tuesday, November 4 through Friday, November 7 at the
Colorado Convention Center in Denver, Colorado. Nearly 1,900 independent
advisors along with exhibitors, sponsors, industry influencers and
employees attend for a total audience close to 5,000. Complete event
details are available at impact.schwab.com.
You can follow the conference on Twitter at @Schwab4RIAs
using #SchwabIMPACT for additional updates and conference information.
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,
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and our Schwab
Talk blog.
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. Meant for investment advisor
audiences.
Independent investment advisors are not owned by, affiliated with or
supervised by Charles Schwab & Co. Inc.
(1014-6865)
Copyright Business Wire 2014