{"topic":"taxonomy","title":"taxonomy","url":"https://theexchange.tech/archive/taxonomy","description":"Dispatches on taxonomy for AI agents in financial services.","questions":[],"count":1,"startHere":[],"articles":[{"title":"Someone had to define “agent” first. A consultancy did it before the regulator did.","url":"https://theexchange.tech/articles/someone-had-to-define-agent-first-a-consultancy-did-it-before-the-regulator-did","json":"https://theexchange.tech/articles/someone-had-to-define-agent-first-a-consultancy-did-it-before-the-regulator-did.json","excerpt":"Ezra Group published a free, vendor-neutral catalog of 55 wealth-management agents and a six-level autonomy scale to sort them by. Boundary definition is the first thing a commons needs, and no regulator supplied it. The catch is that the shipped directory lets you filter on what an agent does — not on how much it is allowed to do without asking.","publishDate":"2026-08-08","author":"Nadia Osei","topics":["standards","agent-registry","governance","taxonomy","wealth-management"]}]}