Independent Investment Advisors to Hear From Distinguished Speakers at Schwab Institutional's Impact(R)2005

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, [phone], or

; or Tyler Bradford of Makovsky & Co.,

[phone], or , for Charles Schwab



Web site:  http://www.schwab.com/

Web site:  http://www.impact.schwab.com/pr

Copyright