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Vanguard
Dispatches on vanguard for AI agents in financial services.
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Dispatches on this topic
- Vanguard's investors credit chatbots with objectivity. Objectivity is a rule you publish, not a tone you project.
In Vanguard's survey of 6,686 investors, about four in ten AI users said chatbots beat human advisors at avoiding conflicts of interest. Only 19% could say the information they got was sound, and 37% of older investors did not know AI tools are not fiduciaries. That perceived objectivity is a guess the user makes for you. Publish the rule that would justify it.