
Morningstar has turned its flagship research terminal into an agent platform aimed at fund distribution and due diligence. What clients are paying for is the data behind the agents.
Charitarth Sindhu·October 10, 2026

M1 has put a fiduciary duty behind an AI adviser that reads clients' real accounts. The legal accountability is new; the conflicts around M1's own lending products are worth watching.
Marvin Evans·October 8, 2026

Plaid's Fall Product Release brought new credit, fraud and payment-risk models. The headline 42% figure uses an easy benchmark; reusable consumer reports are the real shift.
Marvin Evans·October 7, 2026

Barclays expects half its developers on Claude Code by the end of 2026 and a majority of software engineers in 2027, alongside a knowledge assistant with 16,000 users.
Charitarth Sindhu·October 6, 2026

Schwab's assistant can change beneficiaries and enroll securities in dividend reinvestment but is not listed as placing trades or moving money. The boundary is the design choice worth watching.
Charitarth Sindhu·October 3, 2026

Socure has put its identity and fraud checks at the Arc Onramp, where users convert fiat into USDC inside apps on Circle's network. It already serves four of the five largest US crypto exchanges.
Charitarth Sindhu·September 29, 2026

A Visa test agent started the purchase, a Visa Payment Passkey authenticated it and Revolut authorised it on a French card. It is a pilot, but it ran in a live checkout.
Charitarth Sindhu·September 27, 2026

Nearly 900 Clearwater Analytics clients now run agentic workflows in production across investment operations, risk and private markets. The company paired the figure with research on why AI pays off for some investors and not others.
Charitarth Sindhu·September 26, 2026

More than 1,000 institutions use Abrigo's Allowance product for CECL reporting. The new add-on layers automation, AI-generated analysis and workflow controls on top, with availability due by the end of September.
Charitarth Sindhu·September 25, 2026

A donation to a food bank charity became the UK's first live bank payment set up through an AI agent. The Direct Debit mandate behind the chatbot is the part worth noticing.
Marvin Evans·September 24, 2026

Evergreen.ai answers questions on planning, retirement, equity compensation and tax, and is free until January 2028 for beta users. The founder previously ran PayPal and Intuit.
Charitarth Sindhu·September 22, 2026

Focal AI's new agents fill forms, draft emails and update advisor CRMs on their own, a step beyond the meeting notes the Toronto firm built its name on.
Charitarth Sindhu·September 20, 2026