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An AI system is designed to act as a financial advisor, creating personalized investment strategies. The system is programmed with a fixed, pre-defined workflow: 1) Assess client's risk tolerance, 2) Select a standard portfolio model, 3) Allocate funds. The system performs poorly for clients with unusual financial situations, such as owning a small business or having complex international assets, because the initial assessment often reveals unique needs not covered by the standard models. What i

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Updated 2025-10-05

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