AI Agents Are Getting Ready to Handle Your Whole Financial Life

The Wall Street Journal · last updated September 22, 2025 – 7:00 AM

Everyone who manages his or her own finances can relate to the headache.

A half dozen apps and logins… Investments spread across several retirement and taxable accounts, employer-sponsored 401(k)s and pension funds.… It can be an arduous task to get a quick read on how much you have allocated to stocks, bonds and cash, not to mention picking the right mix of assets and periodically rebalancing it.

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