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

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

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arXiv:2606.29793v3 Announce Type: replace Abstract: Demand for personalized financial advice is growing, yet current LLM-based advisors often fail to provide consistent and specialized guidance.\ Simple persona prompts rarely specify how a financial advisor should reason and often drift toward gener

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