AI Agents Are Becoming Financial Gatekeepers. The Next Investment Question Is Infrastructure
AI in finance is moving beyond answering questions. Increasingly, software can interpret instructions, compare options, initiate workflows and interact with financial systems with limited human intervention. That shift matters because an AI agent does not need to be a bank, broker or payment company to influence financial activity. It can sit between a customer and […]
The Billionaire Tax Debate Is Going National: What It Could Mean for Investors
For decades, the U.S. tax system has largely focused on income and gains that become taxable when assets are sold. The emerging billionaire tax debate asks a different question: should governments also tax wealth itself, or gains on assets before those assets are sold? That distinction matters because much of the wealth held by billionaires […]
