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Rating:Has Schwab Mastered the Art of the Party? Not Rated 0.0 Email Routing List Email & Route  Print Print
Friday, November 13, 2015

Has Schwab Mastered the Art of the Party?

News summary by MFWire's editors

This week more than 1,800 advisors and recordkeepers, more than 1,500 sponsors (including fund firms and a host of others), and of course plenty of event staff and Charles Schwab employees, descended on Boston for the 25th annual IMPACT conference for Schwab's RIA allies. For the closing party last night, Schwab rented out the Museum of Fine Arts Boston and brought musicians (including Kelley James), food, and of course drinks into a host of different rooms.

Walt Bettinger
Charles Schwab
President, Chief Executive Officer
The conference sessions have taken place at the Boston Convention and Exhibition Center since Tuesday. Things will wrap up at lunch time today.

Here's a glimpse at some of the IMPACT coverage so far:

"Schwab IMPACT Awards Announced", FA;

"Advisors See Bright Future, Says Schwab", FA;

"Schwab CEO: Many 'Overhyped' Robos Were Built to Flip", Financial Planning;

"Schwab Teases Additions to Intelligent Portfolios", FundAction;

"What You Can Learn From Schwab Impact Conference", IBD;

"Schwab Cozies Up To Financial Advisors At Conference", IBD;

"Advisors using the wrong words on websites to attract new clients", InvestmentNews;

"Opinion: Mulally plays into the hands of those who would spread market rumors", MarketWatch;

"9 questions to ask Schwab execs when you buttonhole them in Boston at IMPACT 2015", RIABiz;

"New Tech Initiatives Coming Out of Schwab IMPACT", WealthManagement.com;

"Schwab IMPACT Descends On Boston", WealthManagement.com;

"Schwab Reveals 2016 Technology Roadmap", WealthManagement.com;

"New FinTech Debuts at IMPACT 2015", WealthManagement.com;

Schwab's Bettinger: Tech, Retirement Plans, Disruption Are Keys to Growth", WealthManagement.com; and

"Gundlach Warns Against Rate Hike", WealthManagement.com

Edited by: Neil Anderson, Managing Editor


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