The can’t-miss event for RIAs.
October 27–29 | Boston, MA
IMPACT is Schwab’s premier RIA industry gathering, with more opportunities than anywhere else to connect, learn, and take meaningful steps to grow your firm. Explore sessions, network with peers, and make the most of everything IMPACT has to offer.
It’s all about supporting you and your firm in all the ways it matters.
New this year: Get a head start on next year right now at a great special rate.
AI at IMPACT
Helping you put AI to work.
AI is on everyone’s mind at IMPACT 2026. Stop by the AI Lounge in The Exchange for quick, approachable sessions that help you navigate AI with confidence, turn big ideas into practical next steps, and explore real-world ways to put AI to work in your firm.
After-hours experiences curated for RIAs.
IMPACT isn’t just about top-of-the-line learning and career-building connections. It’s Schwab’s annual celebration of all things RIA—you, your firm, your growth, this industry.
Exhibitors
A marquee opportunity.
IMPACT is the industry’s premier event for a reason, and our exhibitors help make it great. Connect at the biggest gathering of independent RIAs to share your latest offerings and boost your brand at the center of the action.
Get a head start on IMPACT 2027.
Your plans for next September just got better. Registration for IMPACT 2027 is open, so claim your spot now and take advantage of our best available advance rate.
September 13–15 | San Diego, CA
IMPACT 2027
Next up, sunny San Diego!
Prepare for sun, surf, and another great custom-made IMPACT experience in SoCal. We can’t wait to see you on the West Coast next year.