WSR’s annual series of Guides to Industry Conferences brings you key information on leading wealth management conferences to help you decide among the dozens of possibilities. Our guides cover venues, topics, speakers, sponsors, who attends and more across major conferences in wealthtech, regulatory and compliance, insurance, M&A and asset management, as well as this installment’s focus on custodians.
While there are many custodian conferences, this guide covers the two leading conferences in this category: BNY Pershing INSITE and Schwab IMPACT. These conferences provide a window into both the big-picture forces shaping the future of wealth management and the practical strategies firms are using to adapt.
Here’s what attendees can expect from each event.
Pershing INSITE
BNY Pershing is hosting its annual INSITE conference June 1-4 at the Gaylord Rockies Resort & Convention Center in Aurora, Colorado. About 2,100 attendees are expected at the event, which will cover topics including wealth market growth, capital markets transformation, private assets, digitization and AI.
Featured speakers include former NFL quarterback Eli Manning; Harvey Schwartz, CEO of private equity firm Carlyle Group; Alan Guarino, Vice Chairman of consulting firm Korn Ferry; and former Secretary of State Condoleezza Rice.
Schwartz will explore how the alternatives industry can increase access while maintaining investor protections. Rice will discuss geopolitical risk, including the impact of trade and global unrest on the markets.
Among the other sessions: Tom Danielson, Managing Director at Stonepeak, will discuss how private infrastructure has grown into an asset class of over $1 trillion; Christopher Gannatti, Global Head of Research WisdomTree, will present on AI; and Whitney Sweeney, Senior Client Portfolio Manager at Nomura Asset Management, will examine municipal bonds and who should buy them.
Sponsors include CIFC Asset Management, Federated Hermes, iCapital, WisdomTree, Advisor360 and BlackRock.
Registration costs $799 for attendees, whether booked in advance or on-site, and $299 for one additional adult guest who is not employed at the same company.
Schwab IMPACT
Charles Schwab will host its 2026 Schwab IMPACT conference from Oct. 27-29 at Boston’s Thomas M. Menino Convention & Exhibition Center for its RIA and independent recordkeeper clients.
Attending firms range from solo practitioners to RIAs with up to 35 employees. Assets under management of attendee firms range from below $25 million to over $5 billion.
RIAs will learn “new concepts and techniques, to help manage and grow their business by attending a variety of education sessions and to network with peers,” the website said. “Session topics include practice management strategies, compliance and regulatory issues, investment strategies, financial-planning tools and technology solutions.”
Sponsors include State Street Investment Management, Invesco, Capital Group and Wealth.com.
Speakers for the 2025 event included authors Simon Sinek, Greg McKeown and Kasey Killam, as well as Schwab President and CEO Rick Wurster, Chief Fixed Income Strategist Kathy Jones, Chief Investment Strategist Liz Ann Sonders and Senior Investment Strategist Kevin Gordon.
Registration fees are: $1,575 (until May 27); $1,675 (May 28 through Aug. 26); $1,995 (Aug. 27 through Oct. 26) and $2,300 for on-site registration.
Continuing education will be available for CPAs, CFPs and the Investments & Wealth Institute (IWI) certification.
Thomas Lee, Senior Editor and Staff Writer for Wealth Solutions Report, can be reached at thomas.lee@wealthsolutionsreport.com.
