Schwab Advisor Services welcomed over 2,000 advisors to Schwab Impact 2014, held Nov. 4-7 in the cavernous Colorado Convention Center in Denver (only the journalists traveling to the remote press room seemed to complain about the Center’s size).
In the opening session of Impact on Nov. 5, the head of Schwab Advisor Sevices, Bernie Clark (left), introduced Schwab CEO Walt Bettinger, who spoke of the importance of RIAs to Schwab corporate and discussed the strategy behind the firm’s nascent robo-advisor offering, Schwab Intelligent Portfolios.
Former Federal Reserve Board chair Ben Bernanke defended his actions during the financial crisis and QE, offered reassurance on inflation, cracked a few jokes and discussed his legacy in prepared remarks seen here and a fireside chat with Schwab’s Liz Ann Sonders in an Impact theater packed with receptive advisors.
Schwab announced its ninth annual Impact Awards at the conference, which went to three RIA firms and one recordkeeper. Here, Schwab’s Bernie Clark poses with the management team of the Best-in-Business Award winner Bingham, Osborn & Scarborough LLC (BOS), a San Francisco-based RIA firm.
Another Impact Award winner was Beacon Pointe Advisors, based in Newport Beach, California, which won the Trailblazer Award. Schwab’s Bernie Clark (far left) poses with the Beacon Pointe management team.
Judges for the awards were: Blaine Aikin of fi360; Kevin Keller of the CFP Board of Standards; Julie Littlechild of Advisor Impact; Thomas Robinson of the CFA Institute; and Sean Walters of IMCA.