Rick Wurster insists Schwab won't charge RIAs custody fees or roll out AI cash optimizers, but Compass Point analysts say a 'Costco'-style fee for agentic cash-sorting could replace lost sweep margins and unlock a $135 stock price
The antidote to a problem that does not yet exist is still a hypothetical power that may be a deterrent to investor fears that undercut Schwab's power to raise capital with equity.
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