Charles Schwab IMPACT 2026
IMPACT is Schwab's premier RIA industry gathering.
- Dates
- October 27–29, 2026
- Location
- Boston, Massachusetts
- Audience
- Independent registered investment advisors (RIAs)
- Final venue
- MGM Music Hall at Fenway
TL;DR
- Charles Schwab IMPACT 2026 runs October 27–29, 2026, in Boston, Massachusetts.
- It is Schwab's premier RIA industry gathering and wraps up at MGM Music Hall at Fenway.
- The audience is independent registered investment advisors (RIAs).
About
From Schwab standouts to bestselling authors with game-changing ideas, get ready for world-class speakers ready to share insights that make a difference for your firm. Browse the full lineup. From the main stage to sessions in The Exchange, there’s something to learn and an idea to put into action everywhere at IMPACT. Keep checking back! We add valuable content right up to the start of IMPACT.
Who you'll find in the room
Independent registered investment advisors
Independent registered investment advisors (RIAs) attend.
Featured speakers
5 listedMichael Townsend
Managing Director of Legislative and Regulatory Affairs · Charles Schwab & Co., Inc.
Jon Beatty
Head of Schwab Advisor Services · Charles Schwab & Co., Inc.
Adam Moseley
Director, Artificial Intelligence Consulting, Business Consulting and Education · Schwab Advisor Services
Rick Wurster
President and Chief Executive Officer · The Charles Schwab Corporation
Angela Duckworth
Professor, Psychologist, and Popular Science Author
Partners on record
8 listedVenue & travel
Venue
MGM Music Hall at FenwayGetting there
IMPACT attendees get discounted airfare and special rates at hotels near the conference.
Questions people ask
6 answeredCharles Schwab IMPACT 2026 runs October 27–29, 2026.
It is held in Boston, Massachusetts, and wraps up at MGM Music Hall at Fenway.
Independent registered investment advisors (RIAs) attend.
IMPACT is described as the biggest gathering of independent RIAs.
It is most useful for principals and senior advisors at independent RIAs already working with Schwab, since the speakers include CEO Rick Wurster, Advisor Services head Jon Beatty and a regulatory briefing from Michael Townsend ahead of the midterm elections, and asset managers such as BlackRock, Invesco and Capital Group sponsor it. Advisors at firms outside the independent model, or those wanting a custodian-neutral view, would get less, because much of the program comes from Schwab's own leadership and the gathering is organised by the custodian.
Financial advisors at custodian conferences usually wear business casual, such as blazers with open collars or slacks and a blouse, rather than full suits. Boston in late October is cool, so a coat is sensible, and the closing session at MGM Music Hall at Fenway is an informal setting.
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