WealthTech
Charles Schwab IMPACT 2026
IMPACT 2026 is an RIA industry gathering for independent advisors, described as Schwab’s premier RIA industry gathering with opportunities to connect, learn, and grow a firm.
The essentials
Event details
- Dates
- 27 October 2026 to 29 October 2026
- Location
- Boston, United States
- Organiser
- Charles Schwab
- Expected attendance
- 1,722
- Industry
- WealthTech
On stage
Speakers
- Michael TownsendManaging Director of Legislative and Regulatory Affairs
- Jon BeattyHead of Schwab Advisor Services™
- Adam Moseley
- Rick WursterPresident and Chief Executive Officer, The Charles Schwab Corporation
- Angela DuckworthProfessor, Psychologist, and Popular Science Author
- James Clear
On the floor
Sponsors and partners
- Capital Group
- Wealth.com
- Ariel Investments
Logistics
Where to stay
Places to stay near the venue.
Hyatt Centric Faneuil
54-68 Devonshire Street, Boston
Omni Parker House
60 School Street, Boston
Club Quarters Hotel
161 Devonshire Street, Boston
Hotel AKA Boston Common
90 Tremont Street, Boston
The Bostonian Boston
Oakwood at Downtown Boston
XV Beacon
15 Beacon Street, Boston
Marriott Vacation Club Pulse® at Custom House
3 McKinley Square, Boston
Plan this event
Work out who to meet here
Luminik sources the attendee picture for an event like Charles Schwab IMPACT 2026, enriches it against your ICP, and sequences it ahead of the date. Capture at the event writes to Salesforce or HubSpot the same day, and attribution ties the pipeline back to the spend.
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