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Weekly AI-in-finance deployment digest: JPMorgan's agents beat a 60/40 portfolio in backtest, Square switches on ChatGPT and Claude ordering, Morgan Stanley and Citi move client-facing, and an AI-native RIA buys a traditional book. Each item graded for provenance.

Weekly deployment digest, read from the client’s side: HSBC’s Trust Threshold, family offices, the Mills Review, agent payments live. Each item graded for provenance.

A backfill week: eight of this week’s ten items enter the monitoring log for the first time, though most describe deployments and rulings already in place — dated from November 2025 (Eton) through February 2026 (Goldman) and April–May 2026 (FIS, Fiserv, Colorado, the US interagency guidance, Farther). Only two items — the FCA chief executive’s speech and BCG’s wealth report — fall within the week itself. Each item that describes an earlier event carries its date inline. Prove