News: AI money tools
State regulators give bank examiners new AI guidance
NYDFS and CSBS issued new guidance in September 2026 directing bank examiners to review AI use at banks and fintechs.
Ex-PayPal CEO Bill Harris launches Evergreen.ai, a free AI planner
Bill Harris launched Evergreen.ai, a free AI financial planning app from an SEC-registered advisory firm.
Claude for Financial Advisors launches with Schwab and Vanguard data
Anthropic released Claude for Financial Advisors: connectors and workflows for wealth advisors' admin work.