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Bloomberg Businessweek Talks Investment Landscape, Integrating AI at Schwab IMPACT

Bloomberg Politics29 October 2026, 22:06 UTCUnited States of America

Bloomberg Businessweek examines the investment landscape from the Schwab IMPACT summit in Boston. Sam Kang, Head of Family Office and Premier Wealth Group for Schwab Advisor Services, discusses how wealthy clients approach long-term investing. Julie Sunwoo, president of DAFgiving360, discusses how the market impacts charitable giving and donor-advised funds. Plus, Rick Wurster, Schwab president and CEO, details Schwab's use of AI in investment services, while D.J. Tierney, senior investment portfolio strategist at Schwab Asset Management, and Michael Vogelzang, CIO at CAPTRUST, discuss risks f

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