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IMPACT 2015
Nov. 10–13 Boston, MA
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ImpactAwards

Celebrating 10 years of IMPACT award winners

Now in its 10th year, Schwab IMPACT Awards have recognized select independent registered investment advisor firms for their stand out performance. We honor firms that have advanced the industry and have achieved success through exemplary business practices. Join us Thursday morning during general session as we reveal this year’s winners.

Best-in-Business IMPACT Award™
Recognizes an independent investment advisory firm with a 10 year-plus track record of growth and excellence, as well as best-in-class technology solutions that have helped it expand market reach, responsiveness, and operational efficiencies.

The award includes a $15,000 donation to a charity designated by the firm.

Best-in-Retirement Business IMPACT Award™
Recognizes an independent recordkeeper or advisor focusing on retirement plans who understands the unique needs of plan sponsors and/or participants and has developed an innovative approach to serving them.

The firm demonstrates:

  • Leadership in the retirement plan industry
  • Extraordinary work with a contribution to serving the retirement industry, plan sponsors, participants, or their community
  • Competence and integrity in the retirement industry
  • Elevated management to industry-leading standards with exceptional business management results
  • Integrated technology to extend reach and provide efficiency within the firm and for clients

The award includes a $15,000 donation to a charity designated by the firm.

Pacesetter IMPACT Award™
Singles out a leader of the future—an up-and-coming independent advisory firm with a track record of less than 10 years. The standout firm will have exhibited initiative, growth, and promise, as well as a focused use of technology as a way to extend its reach, responsiveness, and growth.

The award includes a $15,000 donation to a charity designated by the firm.

Trailblazer IMPACT Award™
An entrepreneurial spirit and drive to advance the industry’s interests are the defining attributes for the firm poised to receive the Trailblazer Award. This award recognizes a firm for its dedication to helping the industry as a whole reach new heights through focused initiatives or the passionate commitment to service excellence. From unique approaches to serving key market segments, community-focused programming, industry advocacy, and support of next generation RIA talent, there is a broad range of ways firms can demonstrate their vision and industry commitment.

The award includes a $15,000 donation to a charity designated by the firm.