Digital buyer journeys
What digital buyer journeys means for buyers and exhibitors in this sector.
Event overview
Overview
Charles Schwab IMPACT 2026 is the must-attend event for Registered Investment Advisors, taking place from October 27 to 29 in Boston, MA. This conference offers a unique platform for advisors to connect, learn, and grow their businesses through a variety of educational sessions and networking opportunities.
With a focus on the latest trends and strategies in the financial services industry, attendees will gain valuable insights to enhance their practices. Charles Schwab IMPACT 2026 takes place.
TL;DR
- 1Dates and Venue: Charles Schwab IMPACT 2026 takes place from October 27 to 29 in Boston, MA.
- 2Scale and Focus: This premier event for Registered Investment Advisors (RIAs) offers extensive networking and educational opportunities.
- 3Organiser: Hosted by Charles Schwab & Co., Inc., details available at impact.schwab.com.
- 4Buyer Authority: Attendees include independent advisors and financial professionals looking to enhance their practices.
- 5Entry / Access: Registration is available online, with early bird rates until October 26.
Why visit
Attendees will benefit from networking with industry leaders, gaining insights from expert speakers, and exploring innovative solutions tailored for independent advisors. This premier event for Registered Investment Advisors (RIAs) offers extensive networking and educational opportunities. Attendees include independent advisors and financial.
Why exhibit
Exhibitors will have the opportunity to showcase their products and services to a targeted audience of independent advisors, enhancing brand visibility and generating valuable leads. Attendees include independent advisors and financial professionals looking to enhance their practices.
Attendees, exhibitors & solutions
Who this event is for
Visitor profile
Typical attendee groups you can expect to meet.
Independent Registered Investment Advisors (RIAs)
Financial planners and wealth managers
Investment consultants and analysts
Compliance and regulatory professionals
Technology solution providers for financial services
Marketing and business development executives
Exhibitor profile
Main supplier and exhibitor segments present at the show.
Custodial platforms and broker-dealers recruiting independent advisory firms
Turnkey asset management platforms (TAMPs) and model portfolio providers
Asset managers and ETF sponsors distributing strategies to RIAs
Adviser CRM, portfolio accounting, billing and reporting software vendors
Compliance, Reg BI and cybersecurity providers for advisory practices
Practice management, valuation and M&A succession consultancies
Annuity, insurance and alternative investment distributors
Financial planning, client portal and digital onboarding technology providers
Product categories
Key solution areas showcased across the event.
Investment management solutions for RIAs
Financial planning software and tools
Compliance and regulatory technology
Wealth management platforms
Client relationship management systems
Marketing solutions for financial advisors
Location & Facilities
Venue
TBA
Boston, United States
Facilities
Parking
TBA in Boston typically provides on-site or adjacent visitor parking during major trade fairs; confirm daily rates, payment methods and hall access on the organiser or venue website before travel.
Food options
On-site catering
On-site diningParking: TBA in Boston typically provides on-site or adjacent visitor parking during major trade fairs; confirm daily rates, payment methods and hall access on the organiser or venue website before travel.
Gate: Follow organiser signage to the main visitor entrance at TBA for badge collection; allow extra time for security screening during peak morning arrival.
Attend
Entry & tickets
General admission
Standard rate available from August 27 through October 26.
1995General admission
On-site rate available during the event.
2300
Who runs the show
Organisers
Charles Schwab & Co., Inc.
Intelligence
Market context
Key market insights, trends, news and related events to help you understand the bigger picture.
Boston, United States
Why it matters
On 2026-10-27 to 2026-10-29, Charles Schwab IMPACT 2026 in Boston covering Investment management solutions for RIAs, Financial planning software and tools, Compliance and regulatory technology, W gives technology buyers a single calendar window to compare suppliers, validate specs on the stand, and book follow-ups before the next buying cycle - especially when your roadmap matches the published exhibitor profile.
Industry trends
Key trends shaping this market and its wider industry.
Sustainability in procurement
What sustainability in procurement means for buyers and exhibitors in this sector.
Automation and labour efficiency
What automation and labour efficiency means for buyers and exhibitors in this sector.
Regional supply-chain resilience
What regional supply-chain resilience means for buyers and exhibitors in this sector.
Hybrid engagement models
What hybrid engagement models means for buyers and exhibitors in this sector.
Plan your trip
Travel & logistics
Local currency · USD
Arrival airports
Choose from the following airports, with convenient access to the event and venue.
Boston Logan International Airport
Primary gateway for Boston and the closest option for Schwab IMPACT. Reach downtown via the MBTA Blue Line from Airport Station (one stop to Aquarium, then a transfer) or the Silver Line SL1 bus to South Station. The final 2026 venue address was not published in the listing data, so the last leg will be confirmed on impact.schwab.com
to venue
Approx. 15-30 min by road to downtown or Seaport venues, traffic dependent
by car
Manchester-Boston Regional Airport
Smaller New Hampshire alternative north of Boston. Worth checking only when Logan nonstops or fares are materially worse; ground transport into Boston is by car, coach or rental, not by rail
to venue
Approx. 60-75 min by road to Boston
by car
Hotel tiers
A range of accommodation options near the venue and across key areas.
Holiday Inn Express Boston - Quincy by IHG
budget
Quincy4.1
Lowest captured band in the set. Red Line access from Quincy into downtown; good value if you do not need to be within walking distance of the venue.
Holiday Inn Express Boston Logan Airport - Revere by IHG
budget
Revere / Logan Airport4.3
Airport-corridor option suited to early departures; budget extra time for the Blue Line or a rideshare into the conference district each morning.
Holiday Inn Boston Logan Airport - Chelsea by IHG
budget
Chelsea / Logan Airport4.2
Close to Logan with airport shuttle service; rideshare or the Silver Line corridor connects to downtown Boston.
Staybridge Suites Boston-Quincy by IHG
midscale
Quincy4.0
All-suite extended-stay format with kitchenettes, useful for multi-night conference stays and for teams travelling together.
Holiday Inn Boston - Cambridge Area by IHG
budget
Cambridge area4.1
Cambridge-side base with Red Line access into Boston. Slightly higher band than the Quincy and airport options because of the Cambridge location.
Boston Marriott Cambridge
upper-upscale
Cambridge (Kendall Square)4.4
Highest captured band in the set. Direct Red Line connection at Kendall/MIT and walkable to Cambridge restaurants; book a refundable rate early because late-October foliage demand is strong.
Local transport
Get around the city with these convenient transport options.
subway
Estimated costUSD 2.50-6 single metro/light-rail journey (contactless)
Best forMBTA Red / Blue / Orange / Green Line between hotel districts and the venue district
The T is the default way to move between Cambridge, downtown and Back Bay. Buy or load a CharlieCard at station machines, and allow extra time during the 7-9 am and 4-7 pm commute.
airport shuttle bus
Estimated costUSD 2.50-6 single metro/light-rail journey (contactless)
Best forMBTA Silver Line SL1, Logan Airport terminals to South Station
The SL1 is the cheapest fixed-route link from Logan into downtown and connects at South Station to the Red Line and commuter rail.
commuter rail
Estimated costUSD 12-28 airport or regional rail single journey
Best forMBTA commuter rail, North Station and South Station to suburban stops
Useful if you stay outside the city, for example along the Providence or Rockport lines. Zone pricing applies and weekend schedules are reduced.
taxi
Estimated costApprox. USD 30-50 metered, including harbor tunnel tolls - confirm before travel
Best forBoston Logan International Airport (BOS) to TBA
Metered taxis queue at each terminal. The taxi rank is often faster than rideshare at peak arrival times.
rideshare
Estimated costApprox. USD 25-45 off-peak, higher with surge pricing - confirm in app
Best forUber / Lyft, Logan Airport to downtown or Cambridge
App pickups at Logan are staged from the designated ride-app zones in the Central Parking garage; follow airport signage rather than hailing at arrivals.
taxi
Estimated costApprox. USD 90-140 by car or rideshare for the hour-long run - confirm before travel
Best forManchester-Boston Regional Airport (MHT) to TBA
Only worth it if Logan options are materially worse; there is no direct rail link from MHT into Boston.
rail
Estimated costUSD 12-28 airport or regional rail single journey
Best forAmtrak Northeast Regional, New York Penn Station to Boston South Station
A roughly 3 hour 55 minute city-centre to city-centre trip captured as an alternative to the 1-1.5 hour New York-Boston shuttle plus airport transfers.
parking
Estimated costApprox. USD 30-50 per day, often without in-out privileges - confirm garage rates
Best forDowntown, Back Bay and Seaport commercial garages
Boston garage rates are high and event days tighten supply. MBTA park-and-ride lots further out are cheaper and connect by subway.
Weather
Late October in Boston is mid-autumn: daytime highs typically land around 14-17 C (57-63 F), overnight lows around 6-9 C (43-48 F), with rain-bearing fronts and a brisk harbor wind that makes the Seaport feel colder than the posted temperature. Foliage season also brings leisure visitors, so hotel inventory tightens. Check a local forecast in the final 72 hours and pack layers plus a packable rain shell for the walk between hotels and the venue.
Plan for the climate
Check temperatures and pack accordingly
Venue connectivity
US networks (Verizon, T-Mobile, AT&T) cover downtown Boston, Cambridge and Logan Airport well, including 5G in the core districts. International visitors should arrange an eSIM or a local prepaid SIM before landing and confirm their handset is unlocked. Conference venues in Boston typically provide Wi-Fi, but treat public and hotel networks as insecure for client data, use a VPN, and download the agenda and any session materials from impact.schwab.com before travelling to avoid roaming charges.
Ride-hailing
Taxis
Public transit
Car rentals
Cultural notes
Useful information to help you have a smooth and respectful visit.
Business dress
Adviser conferences in the US skew business casual: collared shirt or blouse with slacks or chinos, with a blazer optional outside formal sessions. Full suits are rare on the show floor but appear at evening receptions.
Tipping
Tipping is expected and is not optional in practice: 18-20 percent at restaurants, USD 2-3 per bag for hotel bell staff, and USD 1-2 per drink at bars. Check whether a service charge is already on the bill.
Punctuality and introductions
Sessions and meetings start on time. A short personal introduction and a firm handshake before business questions is normal in advisory-firm settings, and exchanging a follow-up commitment is treated as binding.
Getting around
Bostonians walk the downtown, Back Bay and Seaport districts and take the T for longer hops. Locals call the MBTA subway the T, and the Silver Line is a bus rapid transit route, not a train.
Weather and small talk
Weather is safe small talk, especially in late October when the topic turns to foliage. Mentioning the harbor wind is a reliable way to open a conversation.
Practical guides
Visitor & Exhibitor Essentials
Everything needed to arrive prepared, navigate the event, and make the visit productive.
Flights
Destination: BOS
Google Flights captures for 27 October 2026 departures flagged London, Dubai and New York fares as currently high, so book early or set price tracking rather than waiting for a late deal. Travellers from New York should compare the 1-1.5 hour shuttle into Logan against the roughly 3 hour 55 minute Amtrak Northeast Regional from Penn Station to South Station, which avoids airport transfers entirely. Boston in late October is also foliage season, which pushes hotel and weekend air demand up. Build a buffer day for long-haul arrivals from Asia or Australia, since transpacific routings land on a different calendar day.
Transport
Get to the venue and around the city with these options.
Airport → venue: Primary gateways: Boston Logan International Airport (BOS): Approx. 15-30 min by road to downtown or Seaport venues, traffic dependent; Manchester-Boston Regional Airport (MHT): Approx. 60-75 min by road to Boston. Allow road or rail time to TBA; on-site parking is usually available at major exhibition venues.
Hotel → venue: Precinct hotels near TBA: Quincy: Holiday Inn Express Boston - Quincy by IHG; Revere / Logan Airport: Holiday Inn Express Boston Logan Airport - Revere by IHG; Chelsea / Logan Airport: Holiday Inn Boston Logan Airport - Chelsea by IHG.
Ride-hail: Uber and Lyft both operate across Boston, Cambridge, Quincy and Logan Airport. At Logan, app pickups are staged from the designated ride-app zones in the Central Parking garage, so follow airport signage instead of trying to hail curbside at arrivals. Expect surge pricing during the 7-9 am and 4-7 pm commute and immediately after large sessions end; the terminal taxi rank is often quicker and cheaper at peak.
Public transit: The MBTA runs Boston's subway (the T), buses, commuter rail and harbor ferries. From Logan, the Silver Line SL1 bus reaches South Station on a standard subway fare, and the Blue Line from Airport Station connects to downtown with one transfer. Cambridge and Quincy hotels sit on the Red Line, while Back Bay and the Seaport are served by the Orange and Silver Lines respectively. Single rides cost approx. USD 2.40 with a CharlieCard or USD 2.90 by contactless tap, and a 7-day pass is worth it for a multi-day stay. Confirm the venue's nearest station once the address is published.
Parking: The 2026 venue address is not published in the listing data, so confirm on-site parking availability on impact.schwab.com before driving. Boston conference venues in the Seaport and Back Bay districts sit above or beside commercial garages where daily rates typically run approx. USD 30-50 with no in-out privileges on event days. MBTA park-and-ride lots at Quincy Adams, Wollaston and Riverside cost far less per day and connect by the Red or Green Line, which is usually cheaper than parking downtown for a three-day show.
Weather
Plan and pack for the event climate.
Month: Late October, autumn (event dates 27-29 October 2026)
Temperature: Daytime highs typically approx. 14-17 C (57-63 F); overnight lows approx. 6-9 C (43-48 F). Frost is possible late in the month and the harbor wind lowers the perceived temperature in the Seaport.
Seasonality: Mid-autumn in New England brings a mix of bright cool days and rain-bearing fronts; October typically delivers around 8-10 wet days across the month. Foliage season overlaps the conference, which lifts leisure demand and hotel prices.
Packing: Pack layers: a light sweater or blazer for heavily air-conditioned session rooms, a packable rain shell or umbrella, and comfortable walking shoes for the 15-30 minute walks between hotels and the venue. A warmer jacket is worth it for mornings and evenings.
Plan your trip
Planning
Best day to visit: Day 2 (mid-show)
Mid-show days at Charles Schwab IMPACT 2026 usually combine full exhibitor attendance with scheduled B2B meetings, before early pack-down on the final day.
T-1
Lock your registration tier at impact.schwab.com before the standard window closes on 26 October; the on-site rate is USD 2,300 versus USD 1,995 standard.
T-2
Hold a refundable Boston hotel rate in Cambridge, the Seaport or Back Bay until the venue address is published, since late-October foliage season tightens inventory.
T-3
Book flights into Boston Logan (BOS) or a Northeast Regional Amtrak ticket from New York, and compare the 1-1.5 hour shuttle against the roughly 4 hour train.
T-4
Check your passport validity and, for international travellers, confirm ESTA or visa status before paying for non-refundable airfare.
T-5
Download the agenda from impact.schwab.com/schedule and shortlist sessions that match your firm's stage: custody, technology stack, or practice management.
T-6
Identify the exhibitors you need to meet and note the three questions you want answered on custodial pricing, integrations or transition support.
T-7
Decide your airport-to-venue plan: MBTA Blue Line plus subway or Silver Line connection, taxi, or rideshare, and pre-load a contactless transit payment method.
T-8
Pack for cool mid-autumn weather: layers, a rain shell, comfortable walking shoes and one blazer for receptions.
T-9
Complete airline online check-in and confirm your hotel's cancellation deadline given the unconfirmed venue location.
T-10
Re-check impact.schwab.com for venue, badge pickup hours and any registration desk location updates before travelling.
Sample visitor itinerary
Route-optimised day
Day 1 · morning
Registration and hall orientation at TBA
Day 2 · core sessions
Supplier meetings and product demos
Day 3 · wrap-up
Final negotiations and follow-up
Networking spots
2Charles Schwab IMPACT 2026 registration concourse
TBA
Central meeting point before and between hall appointments during show days.
Organiser B2B lounge (if offered)
TBA
Hosted matchmaking and buyer programmes when published by the organiser.
Budget
Costs & budget
Build your working budget
Adjust the inputs below to create a directional event budget.
Estimated budget
Live estimate
- Hotel × 2 nights$310.00
- Per diem × 2$150.00
Estimated total$460.00
This is a directional estimate. Please verify live rates before booking.
Cost reference
Official cost items and estimated ranges for exhibitors.
visitor_ticket
visitor · General admission
USD 1995 / per person
organiser_published
| Item | For | Tier | Estimated range | Status | As of |
|---|---|---|---|---|---|
| visitor_ticket | visitor | General admission | USD 1995 / per person | organiser_published |
Decision
Visit, exhibit, or skip?
Should you go?
Use this quick check to decide whether Charles Schwab IMPACT 2026 fits your visit, exhibit or skip plan.
QUESTION 1 OF 6
For Charles Schwab IMPACT 2026, what is your primary role on the show floor?
Decision matrix
Compare participation options side by side to choose the best fit for your objectives.
visit
Your category focus and target suppliers align with the official exhibitor profile.
Best for
Buyers, engineers, and delegates sourcing Investment management solutions for RIAs and Financial planning software and too solutions and benchmarking suppliers at Charles Schwab IMPACT 2026 in Boston.
Min. budget
$2,920.00
Timeline
4-8 weeks before opening day for registration, hotels, and travel.
Risks
Session times and ticket tiers may change - confirm the official agenda before booking.
exhibit
You have a defined lead-generation or distributor recruitment goal for this market.
Best for
Brands and manufacturers launching Investment management solutions for RIAs and Financial planning software and too products who need qualified meetings with the event's trade audience.
Min. budget
$13,140.00
Timeline
3-6 months for stand booking, freight, staffing, and pre-show marketing.
Risks
Booth pricing and corner premiums vary by hall - confirm with the organiser sales team.
skip
Audience, geography, or commercial goals do not justify travel and stand costs this cycle.
Best for
Teams with weak category fit, budget constraints, or overlapping commitments during the Boston show week.
Timeline
N/A
Risks
Skipping may mean missing buyer meetings if competitors exhibit or attend the same week.
Gallery
Photos
FAQs & glossary
Answers
Frequently asked
Glossary
- RIA (Registered Investment Adviser)
- A US advisory firm registered with the SEC or a state regulator that owes clients a fiduciary duty. RIAs and their teams are the core audience Schwab IMPACT is built around.
- Custodian
- The institution that holds client assets, executes trades and produces statements on behalf of an independent advisory firm. Custodial platform capability is one of the main reasons advisers attend IMPACT.
- Breakaway broker
- A wirehouse or bank adviser who leaves to launch or join an independent firm. Breakaway teams typically evaluate custody, technology and transition financing in the exhibit hall.
- TAMP (Turnkey Asset Management Platform)
- An outsourced investment management service that builds and rebalances portfolios so an advisory firm can delegate research, trading and reporting.
- Model portfolio
- A published asset allocation that advisers replicate across client accounts. Model delivery, rebalancing support and tax management are recurring themes at adviser conferences.
- UMA (Unified Managed Account)
- A single account that holds multiple strategies, such as mutual funds, ETFs and separately managed accounts, under one overlay for reporting and rebalancing.
- SMA (Separately Managed Account)
- A portfolio of individual securities managed for one client by a third-party manager, often used by advisers for tax-aware, personalized allocations.
- Fiduciary standard
- The obligation to act in the client's best interest, which applies to RIAs under the Advisers Act. It shapes how advisers evaluate product providers on the show floor.
- Regulation Best Interest (Reg BI)
- The SEC standard requiring broker-dealers to act in a retail customer's best interest when recommending securities. Compliance vendors at adviser events map their tooling to Reg BI documentation.
- Form ADV
- The disclosure document an RIA files with the SEC or state regulator covering business practices, fees and conflicts. Operational staff often shop for ADV and compliance workflow tools at the event.
- AUM (Assets Under Management)
- The market value of client assets an advisory firm manages. AUM bands determine which custodial, technology and marketing vendors an attending firm can realistically buy from.
- Fee-based advisory
- A compensation model charging a percentage of assets or a flat planning fee rather than commissions. It is the dominant revenue model among independent advisory firms.
- Practice management
- The operating side of an advisory business: hiring, org design, client experience, pricing and succession. IMPACT sessions and consulting exhibitors both address it.
- Succession planning
- Structured transfer of ownership and clients when a founder retires or sells. Buyers, sellers and valuation advisers use adviser conferences to source deals.
- Direct indexing
- Replicating an index by holding individual stocks to harvest tax losses and customize exposures. It sits at the crossover of asset management and adviser technology.
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Also known as
Alternate names and search phrases for this event.
- Charles Schwab IMPACT 2026 Boston
- Charles Schwab IMPACT Boston 2026
- Boston United States
- Finance & Investment Boston 2026
- Finance & Investment Conference Boston
- Investment management solutions for RIAs
- Financial planning software and tools
- Compliance and regulatory technology
- Wealth management platforms
- digital transformation expo
1 more alternate names hidden
Digital business cards for the show floor
Display a free company card at your booth, or share your professional card on the show floor.