https://riabiz.com 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-agent-as-its-new-foundation 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' agent as its new 'foundation