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Tuesday, October 27, 2026 · Today’s edition, 6:30 a.m. ETTue, Oct 27 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
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Ben White

Pontera · Reported Oct 6
In network coverage since August 18, 2026 · 5 stories
Network coverage
Practice management

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 management · Sep 30Pontera pitches an AI trust layer as Schwab prepares its Charley agent
Policy & ERISA · Sep 10Ex-EBSA chief says the law never barred 401(k) advice
Retirement Advisers · Aug 18401(k) silos are cracking under wealth-pressure
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