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Schwab Impact Opens in San Diego With 2,200 Advisors Attending

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Charles Schwab Charles Schwab’s eponymous founder.

As 4,600 registrants — including 2,200 advisors — converge on the Schwab Impact conference at the San Diego Convention Center starting Monday, there is a full agenda of keynotes, experts, educators and exhibitors for the next few days, with a send-off party held Thursday evening at Petco Park.

The four-day affair will have close to 130 keynotes, educational sessions, showcase stage presentations and forums. Monday’s afternoon kick-off keynote session will feature Schwab’s Jonathan Beatty, Jeffrey Kleintop and Liz Ann Sonders to provide a global outlook, called The Markets, the World and Your Clients.

In addition to economic outlooks, the show will spotlight practice and portfolio management ideas, RIA insights and new technology and how it will help advisors.

Tuesday morning’s opening keynote features Charles Schwab who will be joined by Schwab President and CEO Walt Bettinger and Schwab Advisor Services head Bernie Clark, who all will provide insights on the industry.

Other speakers throughout the day include — but are not limited to — Kristina Hopper, global market specialist of Invesco, discussing macro-economic themes of 2020; Advisor Growth’s John Furey speaking on “Next-Gen Compensation and Equity: Aligning Interests With a Firm’s Most Valuable Asset”; Shirl Penney of Dynasty Financial Partners sharing ideas on how to “future-ready” your RIA; and Liz Young of BNY Mellon and Gautam Khanna of Insight Investment highlighting ways to navigate fixed income in a session called, “Death by a Thousand Cuts.

The day will wrap up when Pulitzer prize-winning author Jon Meacham and Grammy-winner Tim McGraw take the stage with Songs of America.

Opening keynotes on Wednesday include U.S. policy strategist Greg Valliere, providing a timely inside view of Washington, and Amy Webb, a quantitative futurist from NYU Stern’s School of Business, presenting emerging tech trends.

Other sessions that day include how to harness the power of Google analytics for RIAs; Michael Kitces of XY Planning Network will discuss opportunities and challenges in the financial advice landscape; and Larry Miles will provide insights on how to become a forward-thinking advisor.

Wrapping up the day is a keynote presentation by Nicholas Burns, former U.S. Under Secretary of State for Political Affairs, who will outline diplomacy in the 21st Century.

The exhibit hall will feature several showcases throughout the conference — including “EdTalks” — such as presentations on Schwab techn tools for advisors. Sessions and stage presentations will discuss, to name a few topics, cybersecurity, moving toward a digital office, and how tech can future-proof the office.

One new development on tap for the show is the investment research platform YCharts’ announcement of a new integration with Schwab Advisor Services, Custody Platform and Schwab Advisor Center; YCharts says it a full tool set, including fundamental charts, stock/fund screeners and model portfolios.

It also will provide a streamlined single sign-on integration with the Schwab Advisor platform. Said YCharts President and CEO Sean Brown, “By reducing the friction between advisors and technology they need to do their jobs efficiently, we’re giving them valuable hours back in the day.”

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