Schwab Advisor Services Announces Additional Keynote Speakers for IMPACT 2014

Schwab Advisor Services announced today the final keynote speaker lineup for IMPACT® 2014, one of the nation’s largest and longest-running annual gatherings of independent registered investment advisors (RIAs). Schwab also announced that, for the first time in the conference’s history, Schwab will broadcast opening remarks by Bernie Clark, executive vice president and head of Schwab Advisor Services, live via webcast from the event in Denver, Colorado. Clark will share the latest industry trends along with updates about how Schwab is championing advisors and the industry. To view the live event, please register here.

In addition to previously announced former Federal Reserve Chairman Dr. Ben S. Bernanke, the IMPACT keynote lineup also includes educational and philanthropic trailblazer Charles Best, economist and author Dr. Dambisa Moyo, and Schwab’s Chief Investment Strategist Liz Ann Sonders.

This year’s conference will feature remarks from senior Schwab executives and includes more than 65 educational sessions from business and industry leaders covering product, technology, and practice management solutions for advisors. More than 1,400 exhibitors and sponsors as well as presenters, and local and regional vendors, will participate in The Exchange, the show exhibit hall.

Select keynote speakers will continue their discussions in a more intimate setting on the X-Stage, a smaller presentation stage within The Exchange, following their presentations. The latest technology innovations and investment best practices from Schwab and its affiliates on topics including online approvals, mobile applications, rebalancing, and more will also be featured on the Showcase Stages in The Exchange.

On Thursday, November 6, Schwab will announce the winners of this year’s IMPACT Awards given in recognition of RIA firms that have advanced the industry’s reputation for client service through leadership, innovative business practices and strategic growth. A new IMPACT Award, the Best in Retirement Business, also debuts at IMPACT recognizing a firm that has excelled in retirement planning services.

Returning for 2014, the IMPACT Mobile App will be available for download, allowing attendees to build and track their custom schedule, connect and network with other attendees, and provide show feedback.

IMPACT takes place Tuesday, November 4 through Friday, November 7 at the Colorado Convention Center in Denver, Colorado. Nearly 1,900 independent advisors along with exhibitors, sponsors, industry influencers and employees attend for a total audience close to 5,000. Complete event details are available at impact.schwab.com. You can follow the conference on Twitter at @Schwab4RIAs using #SchwabIMPACT for additional updates and conference information.

About Charles Schwab

At Charles Schwab we believe in the power of investing to help individuals create a better tomorrow. We have a history of challenging the status quo in our industry, innovating in ways that benefit investors and the advisors and employers who serve them, and championing our clients’ goals with passion and integrity.

More information is available at www.aboutschwab.com. Follow us on Twitter, Facebook, YouTube, LinkedIn and our Schwab Talk blog.

Disclosures

Through its operating subsidiaries, The Charles Schwab Corporation (NYSE:SCHW) provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC, www.sipc.org), and affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; compliance and trade monitoring solutions; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides banking and lending services and products. More information is available at www.schwab.com and www.aboutschwab.com.

For general informational purposes only. Meant for investment advisor audiences.

Independent investment advisors are not owned by, affiliated with or supervised by Charles Schwab & Co. Inc.

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