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Schwab consulting services says it’s hosting a new conference for emerging firms of registered investment advisers.

The conference, which he calls Engage, is for businesses on the Schwab and TD Ameritrade advisor platforms with up to $300 million in client assets. The conference will be held for the first time on April 26, says Schwab.

Speakers will include Charles Schwab head of consulting Bernie ClarkCOO of Schwab Advisor Services Jon Beatty, Charles Schwab Managing Director of Emerging Clients Tom BradleyCharles Schwab Chief Investment Strategist Liz Ann Sonders and Chief Market Strategist of TD Ameritrade JJ Kinahan, says Schwab. Advisors will also share best practices at the conference, the firm adds.

Attendees will be exposed to tools, resources and best practices for managing and growing freelance practices, according to Schwab.

“We recognize that every business has different priorities, depending on where it is in its lifecycle, so we’re excited to introduce a new event that meets the unique needs of small businesses,” Clark said in a statement. .

Schwab Advisor Services says its other events for advisors include:

  • Advantage, which is aimed at companies with $300 million to $1 billion in customer assets that want to strategically grow and create a differentiated customer experience. Advantage is in its sixth year, and this year’s event will take place March 16-18 in Scottsdale, Arizona. This will be Schwab’s first national in-person event for advisors since 2019.
  • Explore, where the biggest companies in the industry can hear from industry leaders and share best practices with their peers. Explore is in its 23rd year and is by invitation only, with this year’s event taking place this summer in person.
  • Impact, which Schwab says is the largest and longest running conference of its kind in the RIA industry, now in its 32nd year. This year, Impact will take place November 1-3 in Denver and will be a hybrid event for the first time. Impact will host breakout sessions, exhibits, and networking opportunities, with keynotes and other sessions streamed live on November 2.
  • Solutions, which is a deep dive into Schwab’s tools, technology and services for advisors to accelerate growth and improve the way they work with their clients and with Schwab. Solutions is a combination of virtual and in-person events, with this year’s virtual event taking place August 10-11.

Schwab Advisor Services says it also holds town hall meetings for all clients housed by its executive team as well as executive forums for smaller groups of clients across the country.

“Bringing advisors together to learn and grow is essential to the continued vibrancy of our industry. It’s not always easy to take time out of running your business, but we believe it’s essential for business owners to stay in touch, exchange ideas with their peers, and invest in themselves,” Clark said in a statement. “By developing a comprehensive suite of events and educational resources – and a variety of ways to access them – we strive to help businesses of all sizes achieve their growth goals and build on the remarkable success of our industry.”

Schwab says its training offerings for advisors include:

  • Trading Services and Strategy Desk: Schwab is adding the TD Ameritrade Institutional Strategy Desk, which will provide Schwab advisors with access to free educational resources, including one-on-one options strategy consultations for market-specific needs. a wallet. Advisors can also attend weekly trading-related webcasts with Schwab strategists and special guests to earn CE credits on a range of topics and receive a weekly Strategy Office newsletter.
  • Virtual practice management and business consulting and training: Schwab’s virtual practice management programs provide strategic advice and best practices on topics such as cybersecurity, strategic planning, ideal client persona and proposal of client value to advisors. Advisors can also access Schwab’s RIA benchmarking study, a series of monthly webcasts on business consulting and education, cybersecurity, and talent and thought leadership resource centers.
  • WashingtonWise and Regulatory Updates: Advisors can listen to WashingtonWise, a podcast series with a nonpartisan perspective on issues important to investors, hosted by Schwab’s Vice President for Legislative and Regulatory Affairs Mike Townsend. Twice a year, Schwab hosts a Regulatory Updates webcast with Schwab legal and regulatory affairs experts covering topics to help advisors navigate regulations. The next event will be on May 19.
  • Market and investment insights and insights: Advisors can visit the Schwab Advisor Services Market and Investment Insights page for commentary on market and investment trends, including from Sonders and the Chief Strategist global investments. Jeffrey Kleintop.

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