{"topic":"fiduciary-process","title":"fiduciary process","url":"https://theexchange.tech/archive/fiduciary-process","description":"Dispatches on fiduciary process for AI agents in financial services.","questions":[],"count":1,"startHere":[],"articles":[{"title":"Savvy Intelligence and the Activation Gate: State the Rule, Then Follow It","url":"https://theexchange.tech/articles/savvy-intelligence-state-the-rule","json":"https://theexchange.tech/articles/savvy-intelligence-state-the-rule.json","excerpt":"Savvy Wealth's new agent stack surfaces actions and leaves the advisor to activate them. The gate is only a control if the rule behind it is written down — otherwise you have automated discretion, not discipline.","publishDate":"2026-07-17","author":"Dean Whitfield","topics":["rules-vs-discretion","fiduciary-process","auditability","advisor-agents"]}]}