Schwab brings together thousands of clients, exhibitors and thought-provoking speakers to the largest and longest-running annual conference for independent investment advisors. This year's invitation-only event takes place November 4-7 in San Diego, CA.

Two people on stage having a discussion.

IMPACT® focuses on helping growth-oriented firms capitalize on new opportunities.

IMPACT® focuses on helping growth-oriented firms capitalize on new opportunities.

Walt Bettinger, President and CEO and Bernie Clark, head of Schwab Advisor Services, talking on stage.

Schwab’s Commitment to Independent Advisors

Schwab’s Commitment to Independent Advisors

From our earliest days as a firm, we saw alignment in the values held by independent investment advisors and how we ran our company. We put a stake in the ground a long time ago in support of the independent advisor profession, and we have never looked back. Because we believe.

More than 30 years of serving independent investment advisors has given us the expertise to benefit firms of every kind and size. We know what makes firms similar—and more importantly what makes them unique.


Schwab's Commitment to Independent Advisors - Intro



Our strategies have remained consistent by design. We operate our company with the golden rule in mind. We always want to use what we know to do better by those we serve. That includes never putting independent investment advisors in a position where they have to apologize for where they have chosen to custody their clients’ assets.  We want advisors to always have confidence that the assets their clients hold at Schwab are treated conservatively and with appropriate care.

We are long on the markets, on this industry, and on our belief in the value of the work independent investment advisors do for their clients and communities.


Serving Advisors

We’re proud to be a part of the fastest-growing segment of the financial services industry—the independent financial advisors who are entrusted with $5 trillion of your clients’ wealth.

We’ve been in the trenches with you for over 30 years, tirelessly advocating for the independent model and committing thousands of people and millions in resources to make sure firms of all sizes have everything you need to grow and succeed.

An advisor.
A couple of speakers at this year's IMPACT Conference.

2019 IMPACT Speakers

Jon Meacham, Tim McGraw, Amy Webb, Chuck Schwab, Platon... Gain fresh perspectives by hearing from some of today’s most relevant, dynamic, and entertaining voices.

View all speakers >

IMPACT Articles

  • The Advisory Experience Improved

    Individuals helping each other build something.

    The world is changing so we’re redesigning how we serve you to create a simpler, more efficient and more secure experience.

  • The Privilege of Helping

    Individuals shaking hands and sharing ideas.

    Are you proud to help clients reach their financial goals? Rick Wurster is and as head of Schwab Asset Management Solutions he has some great thoughts on the topic.

  • Developing Talent

    Graphic of a magnifying glass looking at employee profiles.

    Recruiting leaders Maureen Gaare and Todd McClain share why their firms make the investment in hiring and developing recent college graduates.

  • Intern Perspectives

    A group of interns at IMPACT.

    How do you attract the next generation of talent? Schwab independent advisor interns have some answers and advice.

  • Cybersecurity Must-Dos

    Cybersecurity Must-Dos graphic.

    Adam Moseley, managing director at Schwab Advisor Services™, offers advisory firms practical steps they can take to manage cybersecurity threats.

  • Cybersecurity Best Practices

    Cybersecurity Best Practices graphic.

    Nine ways you can immediately improve the cybersecurity of your firm and your clients.