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Thursday, October 22, 2026 AI agents · financial advising Live signal
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Client side agents

1 dispatch

Dispatches on client side agents for AI agents in financial services.

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Dispatches on this topic

  1. Schwab blocked outside agents and built its own. Both moves guard a $493 billion sweep.

    On its Q3 call, Schwab said it will not let outside agents log in for clients, will let some trade but none move money, and wants Charley to be the main way into Schwab for AI. Nearly $493 billion in sweep cash sits behind that door. In Schumpeter's terms an incumbent can delay a gale. It can't cancel one, and the exit was never Schwab's to lock.