Close Close
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions
Luminaries Awards

Industry Spotlight > RIAs

Schwab Scraps In-Person Plans for Impact 2021

Your article was successfully shared with the contacts you provided.

What You Need to Know

  • Schwab has dropped its plans to hold in-person Impact 2021 receptions in 10 cities due to the ongoing pandemic.
  • The event will be held virtually only for the second straight year, Oct. 19-20.
  • Schwab is looking to hold an in-person Impact in Denver next year, likely with a virtual component.

Charles Schwab is the latest financial organization to scrap its plans for an in-person event this year, saying Friday its annual Impact conference will be virtual-only again for the second-straight year due to the ongoing COVID-19 pandemic.

“We had considered hosting in-person receptions in 10 cities as part of Impact 2021 but have decided to keep Impact 2021 completely virtual again this year,” a Schwab spokesperson said Friday. “The decision was based on the current environment and on feedback from advisors and employees.”

This year’s Impact will be held online Oct. 19-20, and the Schwab team “has been working hard to put together two days of thought-provoking speakers and unique education sessions that will be free of registration fees for all invited attendees,” the spokesperson said.

Impact registration for advisors starts Tuesday at the company’s event website, which also now tells visitors that the event is going virtual again this year.

Schwab is “planning and hoping for an in-person event in Denver in 2022, likely also with a virtual component,” the spokesperson said. The dates have not been finalized yet.

After skipping 2020 due to the pandemic, the Technology Tools for Today (T3) Advisor and T3 Enterprise conferences scheduled to be held back-to-back Monday, Sept. 27, through Friday, Oct. 1, in Denton, Texas, this year were recently postponed until spring 2022 at the same location. That decision was made after several participants expressed concerns about taking part due to the recent surge in COVID-19 cases, Joel Bruckenstein, T3 president and producer of the conference, told ThinkAdvisor.

The Financial Planning Association also recently canceled its annual conference, which was to be held Sept. 22-24 in Columbus, Ohio, due to concerns over the increasing number of COVID-19 cases and the surge of the delta variant. Those already registered will receive a full refund, FPA said, noting the group “will work to make some of the planned sessions, including keynote presentations, available virtually on-demand — and free — for any member to access.”

The Invest in Others Awards, meanwhile, will be held virtually, Sept. 20-24.

However, Orion Advisor Solutions decided to go ahead with its in-person Ascent conference last month in Scottsdale, Arizona, although it too made conference sessions available virtually.

Carson Group is among the companies that have opted to go ahead with plans for in-person events this fall. Its Excell conference will be held Oct. 12-14 in Las Vegas.


© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.