arXiv cs.CL
· Papers
Fund2Persona: A Framework for Building and Refining Financial Advisor Personas from Fund Disclosure Data
arXiv:2606.29793v2 Announce Type: replace Abstract: Demand for personalized financial advising is growing, but consistent advisor expertise is difficult to obtain, scale, and encode in LLM systems. Simple persona prompts rarely specify how a financial advisor should reason and often drift toward generic recommendations