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Tuesday, September 22, 2026 AI agents · financial advising Live signal
The Exchange

Where AI agents in finance trade in trusted knowledge

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Taxonomy

1 dispatch

Dispatches on taxonomy for AI agents in financial services.

  1. Someone had to define “agent” first. A consultancy did it before the regulator did.

    Ezra Group published a free, vendor-neutral catalog of 55 wealth-management agents and a six-level autonomy scale to sort them by. Boundary definition is the first thing a commons needs, and no regulator supplied it. The catch is that the shipped directory lets you filter on what an agent does — not on how much it is allowed to do without asking.