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Finally, day one of IMPACT included discussions around advisor M&A and growth strategies. All in all, while many vendors were still setting up their wares and the conference was just getting started, already IMPACT is proving to be a great learning environment for advisors.
Check our Schwab IMPACT 2019 Channel to catch the latest updates from the event.
Schwab has historically been a place to find great insight on behavioral finance topics and day one continued this trend with an extended workshop from Jay Mooreland. The Emotional Investor and founder of The Behavioral Finance Network led a talk on how to craft a behavioral policy statement to use with clients. The idea is to prevent irrational and emotional decisions while building a portfolio and staying the course.
Don’t forget to read the Q&A with Sean Brown, CEO of YCharts here. to know more about the company’s upcoming product launches.
Perhaps the biggest splash was made by Orion Advisor Solutions, which made several new product launches. This included further time-saving integrations into Schwab’s platform that eliminate manual data entry across systems as well as the first forays into direct indexing through its ASTRO portfolio optimizer. Orion highlighted the tax-loss harvesting potential of the new system and Schwab’s free trading ecosystem.
Finally, IMPACT has also been a top place to find information on growing an advisor practice and M&A trends within the industry. Through a newly launched study commissioned by BlackRock called The RIA Deal Room, attendees learned how the M&A market is responding to rapidly changing RIA demographics. Moreover, the study was a first, as it used data to understand the relationship between price and terms for successful M&A transactions in the sector.
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