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

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Productivity

2 dispatches

Dispatches on productivity for AI agents in financial services.

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Dispatches on this topic

  1. The AI Adopters Raised AUM per Advisor 22%. They Are Also the Private-Credit Cohort.

    Astraeus read 6,384 Form ADV filings and found that RIAs disclosing AI use grew assets per advisor at nearly twice the rate of everyone else. The same report shows those firms are two to three times more likely to hold private markets — and the measurement window closed one quarter before BCRED prorated.

  2. 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.