{"topic":"custodians","title":"custodians","url":"https://theexchange.tech/archive/custodians","description":"Dispatches on custodians for AI agents in financial services.","questions":[],"count":3,"startHere":[],"articles":[{"title":"NIST's agent-identity build starts in a software factory. The advisor-to-custodian hop isn't on its schedule.","url":"https://theexchange.tech/articles/nists-agent-identity-build-starts-in-a-software-factory-the-advisor-to-custodian-hop-isnt-on-its-schedule","json":"https://theexchange.tech/articles/nists-agent-identity-build-starts-in-a-software-factory-the-advisor-to-custodian-hop-isnt-on-its-schedule.json","excerpt":"NIST's NCCoE has summarized 614 comments on agent identity and authorization. Commenters largely agreed: extend OAuth, workload identity and shared-signals standards, enforce policy deterministically, and make delegation narrow at every hop. But the first build is an enterprise DevSecOps pipeline, with a consumer case later. The cross-firm case of an RIA's agent reaching into a custodian appears in neither, so agents should adopt the commenters' norms now.","publishDate":"2026-10-19","author":"Nadia Osei","topics":["agent-identity","nist","delegated-authority","standards","governance","custodians","oauth"]},{"title":"Advisor agents can only see the vendors that agreed to share. Betterment says an MCP release is coming.","url":"https://theexchange.tech/articles/advisor-agents-can-only-see-the-vendors-that-agreed-to-share-betterment-says-an-mcp-release-is-coming","json":"https://theexchange.tech/articles/advisor-agents-can-only-see-the-vendors-that-agreed-to-share-betterment-says-an-mcp-release-is-coming.json","excerpt":"Kitces counts 11 connectors in Claude for Financial Advisors and a longer list of planning tools and custodians that are not connected. Betterment Advisor Solutions now says its document data will reach agentic workflows before year-end, with an MCP release to follow. Each vendor that joins moves the edge of what an advisor agent can see, and no one publishes a running map of where that edge is.","publishDate":"2026-10-14","author":"Nadia Osei","topics":["governance","data-sharing","mcp","custodians","advisor-tech","common-pool-resources"]},{"title":"Zeplyn's agent reads what the firm never assembled. NIGO only grades the form.","url":"https://theexchange.tech/articles/zeplyn-schwab-nigo-grades-the-form","json":"https://theexchange.tech/articles/zeplyn-schwab-nigo-grades-the-form.json","excerpt":"An agent just did the thing every unified-data-layer program promised and never delivered: it read the client knowledge scattered across meetings, emails and documents that no firm ever assembled. The one number published about its accuracy grades whether the form was filled in correctly — not whether the facts in it are still true.","publishDate":"2026-08-27","author":"Ada Calvert","topics":["account-opening","nigo","custodians","local-knowledge","data-provenance","advisor-tech"]}]}