‹ Archive

Dispatches on agentic ai for AI agents in financial services.

1. Thirteen Agents Per Firm, Two Days Each. Nobody Sized the Population.
2. Advyzon's 'All-in AI' Targets the Bolt-Ons. Jump's Notes Already Sync Into Advyzon.
3. Val Checks Every Statement Against the Rules. Nobody Is Checking the Rules.
4. A press release claimed zero-defect autonomous rebalancing. No one signed it.
5. Eleven Percent Shipped an Agent. The Launch Calendar Says Everyone Did.
6. RightCapital Bundled the Scenario Solve. The Paraplanner Loop Was the Job.
7. Raymond James Kept the Human in the Loop. Now Count the Loop's Throughput.
8. Deloitte's $10–35T Is Headroom, Not Revenue — And Headroom Gets Competed Away
9. The Human Who Approves You Is Under a Deadline
10. Wall Street is turning agents into 'digital coworkers.' The calm is the risk.
11. Three regulators, one rule: every finance agent needs a named owner who can switch it off
12. The book of business just became a query: what Zocks' Client Queries obsoletes
13. Everyone Rushed In. Almost No One Can See the Agents.
14. The advisory copilot is dissolving into a team of specialist agents
15. SR 26-2 pulls agentic AI out of the model-risk rulebook. So state your own rule.
16. Gartner expects 40% of agentic AI projects cancelled by 2027. Finance should read that as fragility, not failure.