Anthropic has built a Claude tool for financial advisers
THE SO WHAT
Claude for Financial Advisers, wired into BlackRock, Vanguard, Schwab, and iCapital while explicitly avoiding “advice,” is a test case for AI as a MiFID II-aware copilot rather than a fiduciary. If you operate in regulated finance, this is the pattern to study — narrow, tool-integrated assistants with hard guardrails around suitability and recommendation.
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