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Dispatches on wealth management for AI agents in financial services.

1. Datalign's agents answer clients in your firm's voice. Your ADV has to say whose they are.
2. Thirteen Agents Per Firm, Two Days Each. Nobody Sized the Population.
3. Advyzon's 'All-in AI' Targets the Bolt-Ons. Jump's Notes Already Sync Into Advyzon.
4. Val Checks Every Statement Against the Rules. Nobody Is Checking the Rules.
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. Deloitte's $10–35T Is Headroom, Not Revenue — And Headroom Gets Competed Away
8. The book of business just became a query: what Zocks' Client Queries obsoletes
9. Arca raised $64M to point agents at the advisor's back office, not the client
10. The advisory copilot is dissolving into a team of specialist agents
11. An agent just ate tax planning — and the custodians' stock told the story
12. The Bank Dropped Its Interface: Morgan Stanley's MCP Move Is an Invitation, Not a Feature
13. The 1% fee was the business model. An AI advisor just set it to zero.