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

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Adviser economics

1 dispatch

Dispatches on adviser economics for AI agents in financial services.

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Dispatches on this topic

  1. Deloitte's $10–35T Is Headroom, Not Revenue — And Headroom Gets Competed Away

    Deloitte projects agentic AI frees a quarter to half of an adviser's day and opens $10–35T of AUM capacity. Read the noun: capacity. The forecast only becomes revenue if freed hours convert into new relationships instead of into lower fees — and an industry-wide cost drop is the textbook setup for lower fees.