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Jul 07 2026

Artificial Simplicity

  • Jul 7, 2026

Several leading AI models were engaged to generate personalized investment advice meant to meet the suitability standards required of professional advisors; their results were underwhelming, and yet, enlightening.

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About The Author

Scott Opsal / Chief Investment Officer

Scott Opsal Chief Investment Officer

Scott oversees asset allocation, investment policies, and team coordination. He also conducts in-depth research using fundamental and quantitative analyses to support the firm’s portfolio and strategy recommendations.

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