All eyes are on the Thomas M. Menino Convention and Exhibition Center in Boston this week for Charles Schwab's annual IMPACT conference.
The annual event has been running for more than 30 years and attendance is growing - there will be more than 6,000 attendees on-site this year for what is the 36th iteration of IMPACT. Attendance is up on last year, when 5,400 people attended the event in Denver, Colorado.
We will update coverage of IMPACT 2026 below as content is published.
SCHWAB LEADERSHIP
Jon Beatty, head of Schwab Advisor Services: “This industry has never had a moment to call its own"
Schwab has unveiled National RIA Day, an annual event that will introduce college students to the RIA career.
IMPACT COVERAGE
Wealth management industry flocks to Boston
This is the 36th iteration of Schwab's annual IMPACT event.
Anthropic extends its Claude for Advisors reach
"Just like everyone else we’re trying to learn to deliver great outcomes to advisors," said Michael Camp, of 55ip, at Schwab IMPACT.
More and more advisors going RIA
At Schwab IMPACT, Advisory Services Network's Trey Prescott said that the pace of advisors going RIA is quickening.
About a third of ASN’s launches this year have come from the wirehouse world.
In partnership with the CFP Board, Schwab's February event sends advisors to college campuses amid a projected need for 70,000 new hires.
More than 6,000 people are expected to attend the event at the Thomas M. Menino Convention and Exhibition Center in Boston.
Data from SEI says 81% of advisors are bullish on their expectations to add new clients, despite underwhelming organic growth rates across the industry.
Examiners will probe economic conflicts, private fund valuations and amended Reg S-P compliance as super intelligence enters the agenda.
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
