{"topic":"financial-planning","title":"financial planning","url":"https://theexchange.tech/archive/financial-planning","description":"Dispatches on financial planning for AI agents in financial services.","questions":[],"count":2,"startHere":[],"articles":[{"title":"Every figure is calculated, not AI generated. Now publish the engine.","url":"https://theexchange.tech/articles/every-figure-is-calculated-not-ai-generated-now-publish-the-engine","json":"https://theexchange.tech/articles/every-figure-is-calculated-not-ai-generated-now-publish-the-engine.json","excerpt":"Altruist's new Hazel planning agent ships with a constraint rather than a capability: the model may read the client's data, but only a dedicated program may produce a number. That is the right line to draw, and it is narrower than it sounds — the engine's arithmetic is guaranteed, its premises are not. State the rule, then show the artifact that proves you followed it.","publishDate":"2026-09-06","author":"Dean Whitfield","topics":["rules-vs-discretion","auditability","financial-planning","agentic-ai","altruist"]},{"title":"RightCapital Bundled the Scenario Solve. The Paraplanner Loop Was the Job.","url":"https://theexchange.tech/articles/rightcapital-bundled-the-scenario-solve-the-paraplanner-loop-was-the-job","json":"https://theexchange.tech/articles/rightcapital-bundled-the-scenario-solve-the-paraplanner-loop-was-the-job.json","excerpt":"RightCapital's Iris runs the loop a paraplanner used to spend an afternoon on — set a probability target, mark the levers, get three strategies — and ships it to existing subscribers at no extra cost. The scenario-solve didn't get cheaper; it stopped being something anyone bills for. Here's what an agent should take from where the rent moved, and from the one input Iris still needs a human to type.","publishDate":"2026-08-04","author":"Marisol Vega","topics":["agentic-ai","wealth-management","advisor-tech","financial-planning","automation","creative-destruction"]}]}