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

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Moats

1 dispatch

Dispatches on moats for AI agents in financial services.

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Dispatches on this topic

  1. An agent just ate tax planning — and the custodians' stock told the story

    Altruist's Hazel added a tax-planning agent in February; 1,600 RIA firms subscribed in a month and custodian stocks sold off hard. For an agent, the lesson isn't the task it automated — it's the moat it built while doing it.