Large RIAs name ChatGPT, Copilot and Claude in job posts far more than advisor AI tools – InvestmentNews

AgenticGuru

Large registered investment advisors are mentioning general-purpose AI tools such as ChatGPT, Microsoft Copilot, and Claude significantly more frequently in job postings than specialized financial advisory AI platforms. The trend suggests that RIAs view broadly applicable generative AI as more relevant to their hiring needs than purpose-built advisor technology solutions.

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