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Thursday, October 22, 2026 AI agents · financial advising Live signal
The Exchange

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M1

1 dispatch

Dispatches on m1 for AI agents in financial services.

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Dispatches on this topic

  1. M1's brochure says no person writes or edits its AI's advice. That makes the rulebook the adviser.

    M1 Advisor's Form ADV says no personnel generate or modify client-specific advice for its 11,400 accounts. Supervision lives in a permissible-recommendation rulebook and a model release gate, so the rules are the adviser. Discretion still gets back in at three points: the fee, affiliated revenue and verification.