Covington had the pleasure of attending the Charles Schwab Impact Conference held in Boston, MA this year. This marks the 25th year of the conference with around 1,800 advisors from all over the country in attendance. Each year Schwab strives to provide best in class speakers from various backgrounds who offer their unique perspectives on their field of expertise. This year’s keynote speakers ranged from cellist Yo-Yo Ma to Alan Mulally, former CEO of Ford Motor Company.
In addition to the in-depth educational sessions we attended, highlights of the general sessions were the following:
Bernie Clark – Executive Vice President of Charles Schwab & Co., Inc. and head of Schwab Advisor Services:
Over the past 10 years, the Registered Investment Adviser (RIA) industry has grown from $1.6 trillion to $4 trillion.
There are over 14,000 RIA firms today.
RIA’s employ over 32,000 people.
There’s $23 trillion in untapped opportunities for Advisors....
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