HNWI legacy + fintech moves

Charles Schwab’s consumer research reports 70% of teens are “very or extremely interested” in investing and 73% of parents say teaching investing to teens is “very important,” figures Schwab released alongside the account on March 26, 2026. (businesswire.com) The Schwab Teen Investor™ account is a joint brokerage for ages 13–17 that permits trading of stocks, fractional shares, ETFs, mutual funds and fixed‑income securities while allowing both parent and teen to move money and use debit access. (schwab.com) Schwab said the product carries no minimum opening deposit, $0 commissions on online listed equity trades, 24/7 support and a $50 fractional‑share incentive for teens who complete an online education course within 45 days of opening the account. (pressroom.aboutschwab.com) FactSet announced an alpha launch of “FactSet AI for Banking” on March 30, 2026 and disclosed it has taken an investment stake in Finster AI as part of the collaboration. (globenewswire.com) Finster AI will supply agentic intelligence and workflow‑orchestration technology intended to automate creation of transaction artifacts, synthesize insights across datasets and operate inside a governed, AI‑native environment for banking workflows, according to the partners’ announcement. (prnewswire.com) FactSet said the new platform is in private preview with select clients in an alpha phase and that broader rollout is planned through 2026; the company also highlighted integrations with FactSet Workstation and common office workflows and options for private‑cloud or single‑tenant deployments. (markets.businessinsider.com)