WealthTech

Charles Schwab IMPACT 2026

IMPACT 2026 is an RIA industry gathering for independent advisors, described as Schwab’s premier RIA industry gathering with opportunities to connect, learn, and grow a firm.

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6 weeks until it opens.

The essentials

Event details

Dates
27 October 2026 to 29 October 2026
Location
Boston, United States
Organiser
Charles Schwab
Expected attendance
1,722
Industry
WealthTech

On stage

Speakers

  • Michael TownsendManaging Director of Legislative and Regulatory Affairs
  • Jon BeattyHead of Schwab Advisor Services™
  • Adam Moseley
  • Rick WursterPresident and Chief Executive Officer, The Charles Schwab Corporation
  • Angela DuckworthProfessor, Psychologist, and Popular Science Author
  • James Clear

On the floor

Sponsors and partners

  • Capital Group
  • Wealth.com
  • Ariel Investments

Logistics

Where to stay

Places to stay near the venue.

Stay on it

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Plan this event

Work out who to meet here

Luminik sources the attendee picture for an event like Charles Schwab IMPACT 2026, enriches it against your ICP, and sequences it ahead of the date. Capture at the event writes to Salesforce or HubSpot the same day, and attribution ties the pipeline back to the spend.

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