Independent Investment Advisors to Hear From Distinguished Speakers at Schwab Institutional's Impact(R)2005
June 23 2005 - 10:00AM
PR Newswire (US)
Independent Investment Advisors to Hear From Distinguished Speakers
at Schwab Institutional's Impact(R)2005 More Than 1,000 Advisors
Expected to Attend 15th Annual Industry Event SAN FRANCISCO, June
23 /PRNewswire-FirstCall/ -- Schwab Institutional, a leading
provider of custodial, operational and trading support for
independent fee-based investment advisors, has announced the roster
of speakers for the 15th annual IMPACT(R) 2005 conference. IMPACT
2005 is one of the longest running and largest annual gatherings of
independent investment advisors in the nation, with more than 1,000
independent advisors expected to attend. The event, themed
"Smarter. Faster. Further: Winning Strategies to Manage Your
Business for Success," will be held September 25-28 at the
Washington State Convention and Trade Center in Seattle. At the
conclusion of the four-day conference, General Colin L. Powell, USA
(Ret.) will share his views on the importance of diplomacy in
promoting the universal, human ideals of democracy and peace around
the world. He will be joined by distinguished experts in economics,
leadership and sociology, and investing including: -- Malcolm
Gladwell, author of The Tipping Point and Blink: The Power of
Thinking Without Thinking -- Greg Valliere, chief political
strategist of the Washington Research Group, with Ken Kies,
managing director of the Federal Policy Group -- Patrick Lencioni,
author of The Five Dysfunctions of a Team, The Five Temptations of
a CEO, The Four Obsessions of an Extraordinary Executive and Death
By Meeting -- Jim Rogers, well-known investor and author of
Investment Biker and Adventure Capitalist -- Benjamin Zander,
conductor of the Boston Philharmonic Orchestra and co-author of The
Art of Possibility In addition, the conference will feature more
than 30 informative educational sessions on a wide range of topics.
Those topics include investment strategies and tools, practice
management, compliance, technology, operational and business
solutions, and the latest trends affecting the investment advisor
industry. Welcoming the conference attendees will be Charles
Schwab, founder and chief executive officer of The Charles Schwab
Corporation; and Deborah Doyle McWhinney, president of Schwab
Institutional. "We're very pleased to welcome such an esteemed
group of speakers to the 15th annual Schwab IMPACT 2005
Conference," said McWhinney. "Although each of our speakers brings
a different perspective and area of expertise, they combine to form
a program that will bring exceptional value to the independent
investment advisors in attendance." About Schwab Institutional
Schwab Institutional, a division of Charles Schwab & Co. Inc.,
is a leading provider of custodial, operational and trading support
for independent fee-based investment advisors. Client assets
custodied with Schwab Institutional increased 16 percent to $352
billion between March 31, 2004 and March 31, 2005. These assets,
managed by the approximately 5,000 independent advisor firms Schwab
Institutional serves, represent approximately one-third of total
customer assets custodied with The Charles Schwab Corporation as of
March 31, 2005. About Charles Schwab The Charles Schwab Corporation
(NYSE / Nasdaq: SCH), through its operating subsidiaries, provides
securities brokerage and financial services to individual investors
and the independent investment advisors who work with them. With
over 7 million individual investor accounts and more than $1
trillion in client assets, The Charles Schwab Corporation is one of
the nation's largest financial services firms. Its subsidiary
Charles Schwab & Co., Inc. (member SIPC) provides a complete
range of investment services and products, including an extensive
selection of mutual funds; financial planning and investment
advice; retirement plans; referrals to independent fee-based
investment advisors; and custodial, operational and trading support
for independent fee-based investment advisors through its Schwab
Institutional division. Its subsidiary Charles Schwab Bank (member
FDIC) provides banking and mortgage services and products. The
corporation's other operating subsidiaries include U.S. Trust
Corporation (member FDIC) and CyberTrader(R), Inc. (member SIPC).
These companies' Web sites can be reached at
http://www.schwab.com/, http://www.schwabbank.com/,
http://www.ustrust.com/, and http://www.cybertrader.com/.
(0605-1257) DATASOURCE: Charles Schwab CONTACT: Lindsay Tiles of
Charles Schwab, +1-415-667-3997, or ; or Tyler Bradford of Makovsky
& Co., +1-212-508-9637, or , for Charles Schwab Web site:
http://www.schwab.com/ Web site: http://www.impact.schwab.com/pr
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