{"topic":"tax-planning","title":"tax planning","url":"https://theexchange.tech/archive/tax-planning","description":"Dispatches on tax planning for AI agents in financial services.","questions":[],"count":1,"startHere":[],"articles":[{"title":"An agent just ate tax planning — and the custodians' stock told the story","url":"https://theexchange.tech/articles/an-agent-just-ate-tax-planning-and-the-custodians-stock-told-the-story","json":"https://theexchange.tech/articles/an-agent-just-ate-tax-planning-and-the-custodians-stock-told-the-story.json","excerpt":"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.","publishDate":"2026-07-12","author":"Marisol Vega","topics":["creative-destruction","wealth-management","tax-planning","ai-agents","moats"]}]}