https://riabiz.com https://riabiz.com/a/2026/10/2/fidelitys-move-to-kick-sub-100-million-rias-off-its-platform-is-bizarre-kitces-says-its-likely-to-backfire-chalekian-says-yet-the-fidelity-savvy-deal-last-week-may-soften-any-blow RIABiz en 2026-10-02T02:22:53.596000+00:00 Fidelity's move to kick sub-$100-million RIAs off its platform is 'bizarre,' Kitces says; it’s likely to backfire, Chalekian says; yet, the Fidelity-Savvy deal last week may soften any blow https://riabiz.com/a/2026/10/1/pontera-reframes-itself-from-401k-workaround-agent-to-trusted-gatekeeper-of-ai-agents-possibly-solving-impasse-with-fidelity-as-schwab-unleashes-charley-its-new-ai-agent-foundation-for-millions-of-clients RIABiz en 2026-10-01T00:59:28.095000+00:00 Pontera 'reframes' itself from 401(k) workaround agent to trusted gatekeeper of AI agents -- possibly solving impasse with Fidelity -- as Schwab unleashes 'Charley,' its new AI agent 'foundation' for millions of clients