Live from Schwab Impact 2026: AI, Alphabet's Record Drop, Family Office Wealth, and Market Outlook

Bloomberg Businessweek Daily broadcasts live from the Schwab Impact 2026 conference in Boston, where over 6,000 independent financial advisors gather to discuss the forces reshaping wealth management. Anchors Carol Massar and Tim Stenovec cover a turbulent market day—driven by Alphabet's record stock decline after earnings renewed concerns about AI disrupting its search business—while interviewing Schwab executives and industry leaders on how AI is transforming advisory services, philanthropy, and portfolio strategy.

■ Markets & Macro
- Alphabet's steepest single-day drop since IPO, wiping out nearly half a trillion dollars in market value
- S&P 500, Dow, and Nasdaq moves; yields, commodities, and the DoorDash–Instacart deal
- Kevin Gordon on sticky inflation, the "hall of mirrors" economy, and productivity data in the AI era

■ AI in Wealth Management
- Schwab CEO Rick Wurster on AI's role in advisor efficiency, branch operations, and client relationships
- Schwab's investment in Nebus and its push to be the preferred custodian
- Schwab's stance on AI agents accessing client accounts, and its view on prediction markets vs. sports gambling

■ Wealth Creation & Philanthropy
- Sam Kang on the boom in family offices, concentrated equity positions, and generational wealth transfer
- Julie Sunwoo on donor-advised funds, non-cash asset donations, and next-generation giving
- Schwab Advisor Services on pledged asset lending, alternative investments, and the 2026 Independent Advisor Outlook survey

■ Investing Strategy
- D.J. Tierney on record market concentration, index diversification, and fundamental indexing
- Michael VogelZang of CapFinancial on navigating AI-related volatility as a fiduciary
- Mark Mezger of iCapital on private equity, private credit, and alternatives accessibility

この配信は、金融アドバイザーやウェルスマネジメントに携わる方、AIが投資と資産運用に与える影響を理解したい方、そして現在のマクロ経済と市場リスクの全体像を把握したい方に向いています。現場からのインタビューを通じて、業界リーダーが注目するテーマと、ポートフォリオ構築における実践的な視点を得られます。