Tag Archives: IMPACT 2009

Download Education Session Materials From Schwab IMPACT® 2009

Posted on September 15, 2009 by in Professional Development

Advisers who were unable to attend the Schwab IMPACT® 2009 Conference this week can still benefit from the myriad of presentations offered during the event.

Schwab has uploaded a majority of the conferences presentation materials to this website. Slide handouts can be downloaded for free and many of the presentation audio recordings can be downloaded for $15 each.

Also, many conference attendees are providing live updates from the event through Twitter. Follow tweets from the following individuals and companies for more information, or search for updates containing the #IMPACT09 hashtag.

Flood of Tech Announcements Anticipated at Schwab IMPACT Conference

Posted on September 10, 2009 by in General

Schwab’s IMPACT® 2009 Conference begins Monday next week, and buzz is already being circulated about technology announcements from wealth management vendors.

Case in point, CRM Software pre-announced its upcoming releases of Junxure 8, an updated version of its CRM software, and a new offering called Junxure Mobile, a product that allows advisors on the road to access data in Junxure 8 via laptop, Blackberry, or iPhone.

Also just announced is ExpertPlan’s launch of a new trading platform to advisors who custody assets with Schwab.

I expect the flood of announcements to last throughout the duration of the conference, and there will be too many for FPPad.com to keep up with.

Be sure to watch Schwab’s IMPACT® 2009 website for all the details.