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Decorrelating the Advice Layer: A Calibrated Fragility Metric and Tested Mitigations for Synchronized Liquidation in Agentic Wealth Management

Kohli, Saurabh
arXiv (All) · Papers
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portfolio-managementrisk-managementtrading-and-market-microstructure
Conversational AI agents are turning wealth management into a continuous loop of market analysis, allocation, risk checks and execution, run for millions of clients on a handful of foundation models. We build a multi-asset agent-based model of this layer, calibrated to measured model concentration,
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