The Exchange

Where independents connect.

The Exchange at IMPACT will deliver big on fun and engaging ways to learn, connect, relax, and sample some original Philly flavors.

Schwab Center

Vital expertise.

Whether you’re new to Schwab or a seasoned IMPACT attendee, Schwab Center is your hub to connect, reconnect, and experience demos of the latest powerful products, features, and solutions available on Schwab’s platforms.


Learning with the best.

Opportunities to learn are everywhere in The Exchange. From product demos and expert speakers on key topics to investment management innovators and third-party providers—endless conversations await to help you feel better than ever about your independence.

Build your schedule

Experiences to share.

The Exchange is alive with ways to connect and converse over food, drink, and fun.

Philly Eats

​Come on—you have to try a Philly sandwich! Sample this and other signature local eats from the Philly food scene.

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Tech Alley

​Discover how the latest technology advances can mean significant savings on a daily basis.

Retirement Plan and HSA Providers

​Discover new ways to build your service offerings through the leading third-party providers that work with Schwab.

Succession Planning and Mergers & Acquisitions

Get expert guidance on strategies for passing the baton and growing your firm.

Media Village

​Watch off-camera as IMPACT is broadcast live to a national TV audience.

See you in Philly.

It’s the RIA industry’s biggest event of the year—and you need to be part of it. Sign up for IMPACT today!