Schwab IMPACT is an annual event over 30 years running. This year, the conference welcomes attendance of 5,400 to engage with the wealth management community. InvestmentNews has the opportunity to cover the complete event. You can find our full coverage here.
Wurster takes aim at financial services apps during Schwab IMPACT address and says advisors should ensure clients know the difference between Monday Night Football and stocks and bonds.
Sonders urged advisors to pair optimism with discipline, warning that speculation, data gaps, and overreliance on megacaps could test investors’ resolve in a K-shaped economy.
Jones says the Fed has never been subject to such overt political pressure but that fixed income is doing what it is supposed to do.
Salvi urged RIAs to create firmwide “AI vision statements” to counter workforce anxiety as the technology seeks expansion beyond today's benign notetaker role.
In a record-breaking year for M&A, the pressure is on businesses to seize the moment, but it might not always be the right deal, warns Turner.
Culver says firms are still adapting to the change of leadership at the SEC and the impact of the government shutdown.
Managing director Shawnette Gauer outlined to InvestmentNews how the firm’s new program aims to simplify independence and accelerate organic growth for RIAs.
InvestmentNews is attending Schwab IMPACT 2025 in Denver and James Burton caught up with one advisor after doors opened to find out what 'nuggets' of information he's looking for that could benefit his business.
During an opening roundtable discussion at Schwab Impact 2025, Kathy Jones, Liz Ann Sonders, and Michael Townsend discussed the state of the economy and what happens next with the Fed.
Schwab executives say it will help RIAs target their ideal clientele, but competing custodians like Altruist argue the move ultimately 'helps Schwab in its long-term effort to displace independent advisors.'
As Schwab forces clients to reset credentials to curb third-party access, the 401(k) fintech Pontera maintains "Fidelity stands alone in its decision to lock out thousands of consumers from their own accounts."
According to new research published by Amplified Planning and Schwab, mid-career entrants — often motivated by personal financial experiences — are flooding toward financial planning. But firms aren’t yet built to receive them.
Public markets penalized Focus Financial’s leveraged M&A and pressed for clearer organic-growth metrics, CEO Michael Nathanson told InvestmentNews at Schwab Impact 2025.
Looking to 2026, Envestnet aims to deliver a more unified and scalable technology experience, according to Envestnet's chief people officer, Andrew Stavaridis.
DAFGiving360 president Julie Sunwoo says advisors should prepare for record-breaking season of philanthropy.
Signature Estate & Investment Advisors, currently managing $30 billion in assets, is ramping up its M&A strategy with an eye toward potential “mergers of equals” as the RIA targets $100 billion in assets by 2030.
The O’Shaughnessy Asset Management president told InvestmentNews that volatility is fueling — not slowing — advisor adoption of personalized, tax-managed portfolios, as after-tax returns and transition support become defining competitive advantages.
As advisors move beyond deal-by-deal investing, Ares Wealth Management's Brendan McCurdy says 2026 will mark a deeper integration of private equity, credit and real assets into traditional 60/40 portfolios.
Baird Funds' Warren Pierson says yields, fundamentals, and the Federal Reserve are lining up to create a 'good value' moment in fixed income.
Advyzon's Kevin Hughes explains why he believes the era of five-screen tech stacks is over.
MFS Investment Management puts the case forward for active ETFs and international exposure.
Charles Champagne, Head of ETF Strategy at Allianz, says advisors want protection before volatility returns, and buffered ETFs should be in the conversation.
T. Rowe Price argues that derivatives are at the forefront of ETF innovation by offering advisors more precision.
Ed Lopez, Head of Product at VanEck, discusses the factors opening the door to emerging market bonds, alternatives and private markets.
“It’s time for an economic reset,” wrote the California governor, in a post on X.
Masterworks was launched in 2017 but its RIA, Masterworks Advisers, is just three years old.
One 2017 form, no broker license, and a $42 million gap they say surfaced on a webinar.
Fewer than half of Americans in their peak earning years feel on track for retirement, while many say limited financial knowledge and access to professional guidance are holding them back.
Meanwhile, Wells Fargo hauled advisors overseeing $825 million in the West Coast, while Wedbush has welcomed a seasoned professional from Stifel in California.
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
Direct indexing is on pace to outgrow ETFs and mutual funds. Northern Trust's Ken Lassner explains why the advisors who get it wish they had started sooner.
