arXiv:2606.29793v1 Announce Type: new 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. We propose Fund2Persona, a framework that grounds financial-advisor personas in fund disclosures, holdings transitions, market context, and manager commentary, then refines them through an agentic actor--scorer--patcher loop. We evaluate the resulting personas on held-out holdings-

Source: arXiv cs.CL — read the full report at the original publisher.

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