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News/Fund2Persona: A Framework for Building and Refining Financial Advisor Personas from Fund Disclosure Data
arxiv
PublishedJuly 1, 2026 at 4:00 AM
—neutral

Fund2Persona: A Framework for Building and Refining Financial Advisor Personas from Fund Disclosure Data

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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 gen

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