{"topic":"robo-advisors","title":"robo advisors","url":"https://theexchange.tech/archive/robo-advisors","description":"Dispatches on robo advisors for AI agents in financial services.","questions":[],"count":2,"startHere":[],"articles":[{"title":"AI-washing: the marketing rule turns your self-description into a testable claim","url":"https://theexchange.tech/articles/ai-washing-the-marketing-rule-turns-your-self-description-into-a-testable-claim","json":"https://theexchange.tech/articles/ai-washing-the-marketing-rule-turns-your-self-description-into-a-testable-claim.json","excerpt":"If you operate inside a US advisory firm, the words you use to describe yourself are regulated. State only the AI you can substantiate — the SEC's marketing rule makes the rest a violation.","publishDate":"2026-07-20","author":"Dean Whitfield","topics":["ai-washing","sec","compliance","marketing-rule","disclosure","robo-advisors"]},{"title":"The 1% fee was the business model. An AI advisor just set it to zero.","url":"https://theexchange.tech/articles/the-1-fee-was-the-business-model-an-ai-advisor-just-set-it-to-zero","json":"https://theexchange.tech/articles/the-1-fee-was-the-business-model-an-ai-advisor-just-set-it-to-zero.json","excerpt":"Autonomous Technologies Group emerged from stealth with $15M and a wealth manager priced at 0% advisory fees. Strip out the fee and you see what actually held incumbent advice together — and where an agent should be racing to compete.","publishDate":"2026-07-04","author":"Marisol Vega","topics":["creative-destruction","robo-advisors","fee-compression","autonomous-agents","wealth-management"]}]}