Schwab IMPACT® 2025: Thirty-Five Years of Independence, Big Ideas, and Community

Schwab Advisor Services™ is back in Denver, Colorado for its 35th annual IMPACT^® conference, bringing together thousands of independent registered investment advisors (RIAs) for three days of education, connection and celebration. IMPACT ^®, the nation’s largest and longest-running gathering of independent advisors, will showcase the strength, growth and future of the RIA profession against the backdrop of the Mile High City.

“Each year at IMPACT^®, we see the promise of independence come to life through the community of advisors who gather to share ideas and reenergize,” said Jon Beatty, head of Schwab Advisor Services. “This November, we’ll celebrate the many paths to independence, elevate new perspectives, and deliver the insights firms need to thrive. From education to inspiration to celebration, IMPACT^® is about bringing the best of the industry together and supporting advisors of all sizes as they continue to chart their own course.”

Education, Inspiration and Connection

IMPACT^® 2025 will feature a robust program designed to advance firms and inspire leaders. Over two and a half days, attendees will:

• Hear from headline keynote speakers, including Kasley Killam, social health expert and author; Simon Sinek, renowned leadership thinker and author; Greg McKeown, New York Times bestselling author; and Will Guidara, entrepreneur, restaurateur and author.
• Gain insights from Schwab leadership, with remarks from Jon Beatty and Charles Schwab President and CEO Rick Wurster.
• Hear from Schwab market experts Chief Fixed Income Strategist Kathy Jones, Chief Investment Strategist Liz Ann Sonders, Senior Investment Strategist Kevin Gordon, and Michael Townsend, Managing Director of Legislative and Regulatory Affairs.
• Engage with the next generation of RIAs, with students and faculty from colleges and universities nationwide participating in a dedicated Student Union to engage with advisors, attend sessions, and share their perspectives on the future of the profession.
• Get a first look at what’s next from Schwab, including the latest news on Enterprise Solutions, expanded insights into how advisors are using AI (backed by new data), and updates across the wealth solutions portfolio.

“IMPACT^® has always been a place to look ahead,” Beatty added. “In Denver, we’ll explore the ideas and innovations shaping the next chapter of independent advice.”

Mile High Moments

Outside the sessions, advisors will get a taste of Denver’s energy and culture—from client dinners at some of the city’s best restaurants to a closing celebration, Mile High style, featuring Keith Urban, four-time Grammy Award winner and two-time CMA Entertainer of the Year.

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

Third-party firms and their employees are not affiliated with or employed by Schwab. Their mention should not be construed as a recommendation, endorsement, or sponsorship by Schwab. The views expressed are those of the third parties and are provided for informational purposes only. The experiences shared are no guarantee of future performance or success and may not be representative of you or your experience. Third-party trademarks are the property of their respective owners and used with their permission.

Schwab does not provide legal, regulatory, tax, or compliance advice. Consult professionals in these fields to address your specific circumstances.

Schwab Advisor Services™ provides custody, trading, and the support services of Charles Schwab & Co., Inc. (“Schwab”), member SIPC, to independent investment advisors and Charles Schwab Investment Management, Inc. (“CSIM”). Independent investment advisors are not owned by, affiliated with, or supervised by Schwab.

©2025 Charles Schwab & Co., Inc. (“Schwab”) All rights reserved. Member SIPC.

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