Schwab IMPACT 2026

October 27-29, 2026 · Boston, MA

Schwab IMPACT is the largest gathering of independent RIAs in financial services. Thousands of advisors, firm leaders, custodial staff and technology providers attend each year, and because Schwab is the industry's largest RIA custodian, the firms in the room collectively represent trillions in assets. For an independent advisor — particularly one who custodies with Schwab — IMPACT is the single densest concentration of relevant conversations on the calendar.

Who attends Schwab IMPACT

Firm founders, CEOs, CTOs, COOs, compliance officers and the operational leaders who choose and implement the technology their firms run on. The seniority is the point: IMPACT is where buying decisions get made rather than merely discussed, which is also why the exhibit hall is one of the largest in the industry.

What's on the agenda

• Practice management and the economics of running an independent firm

• Technology strategy and platform selection

• Investment research and portfolio construction

• Regulatory and compliance updates

• M&A trends, valuation and succession planning

• Custodial platform roadmap and integration announcements

How to get the most out of it

IMPACT is big enough that an unplanned visit is mostly hallway. Book vendor meetings before you arrive, pick two tracks rather than sampling six, and budget real time for the exhibit hall if you are actively evaluating technology — it is the one place you can see most of your shortlist in a single afternoon.

Why data infrastructure comes up at every IMPACT

A Schwab-custodied firm rarely runs on Schwab alone. Custodial data has to reach the CRM, the portfolio management tool, the planning software, billing, performance reporting and compliance systems — and in most firms some part of that journey is still a person, a spreadsheet and a Tuesday morning. That reconciliation tax is what caps operational leverage, and it is the reason so many AI initiatives stall before they start: the data isn't clean or connected enough to build on.

Milemarker is the data infrastructure layer for wealth management. It connects Schwab custodial data alongside 130+ other systems RIAs use daily, on architecture that is vendor-agnostic and AI-ready.

Talk to us about your firm's data layer