Anthropic has built a Claude tool for financial advisers

Anthropic has launched Claude for Financial Advisers, wiring the chatbot into portfolio and research tools from BlackRock, Vanguard, Charles Schwab and iCapital, and says it will not give investment advice. Under MiFID II advice turns on a five-part test in which suitability can be implied rather than stated, and ESMA has told firms that using […]
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