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Wealth Advisor Daily
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Tuesday, October 6, 2026The Morning Brief →Sign in
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Ben White

In PWD coverage since August 18, 2026 · 5 stories
PWD coverage
practice

Pontera floats itself as AI's trust layer for 401(k) access

The 401(k) software firm says agent-to-agent finance needs a validating intermediary, while Schwab says it is preparing Charley agents for its millions of clients.
RIA · Sep 30Pontera reframes itself as AI-agent gatekeeper as Schwab readies Charley agents
practice · Sep 30Pontera pitches an AI trust layer as Schwab prepares its Charley agent
policy · Sep 10Ex-EBSA chief says the law never barred 401(k) advice
advisers · Aug 18401(k) silos are cracking under wealth-pressure
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