top of page
SMA Crown Confidential:
Our News and Updates


AI in Finance Workforce: Loud on Adoption, Silent on People
Closing a summer of structured, provenance-graded monitoring of the finance workforce: across three months the sector stayed loud on AI adoption and silent on people — announcing deployments at scale while withholding, every time, the headcount figure that would say what they cost.


SMA Crown Confidential Notebook – Note: On A Customer's Behalf
An agent can act on a customer's behalf and still not be on their side. On NAB’s customer-authorised agents, and which side of the table yours sits on.


AI in Finance — Deployment Digest – Week of 25 August 2026
This week an AI didn't just act on the account — it built the agents that do. In the same week, a bank and a certifying body drew the human line back. Each item graded for provenance.


AI in Art: Loud Where Nothing Works, Quiet Where It Does
A summer watching AI in the art market: record money the auction houses banked without shipping one tool, and 'certainty' sold from products that don't exist.


AI in the Art & Collectibles Market — News Digest – Week of 20th of August 2026
The art market's loudest AI claim drew its first scrutiny from crypto, not the trade — while the only AI that shipped was quiet throughput below the majors.


SMA Crown Confidential Notebook – Note: The Grant of Authority
You can grant an agent authority over your trades, not over the deciding. On eToro's autonomous connectors, and the question no scope contains.


AI in Finance — Deployment Digest – Week of 18 August 2026
Weekly AI-in-finance deployment digest: the family-office agentic launch that recurred all summer does not come this week — the run records the absence itself — and in its place ships Astraeus, a wealth-data ontology, the "data architecture is the bottleneck" thesis now productized as a discrete layer. The launches that did land sit at the two ends of the line: eToro wires official Grok and Claude connectors and moves execution to "authorize once, execute within scope" at the


AI in Finance — Workforce Digest – Fortnight of 3–17 August 2026
The first fortnightly run: 78% of US financial-services leaders expect a workforce at least 20% smaller within five years while 91% raise pay for AI-skilled staff; US financial-activities employment falls to a four-year low, though the reporting blames interest rates, not AI; Bank of America and Citi report AI adoption at scale with no headcount attached; and Mariner adds 700 AI “FTEs” while growing its adviser count toward 5,000. Across every item, the count of who is actual
bottom of page
.jpeg)