Today, Anthropic released a suite of verified “Wealth Management” plugins for Claude Cowork. The marketing copy is seductive in its simplicity: a single text prompt can now “prepare client reviews, build financial plans, generate investment proposals, and optimize portfolios.” It is only a matter of time before LinkedIn lights up. Advisory tech Twitter …
Anthropic’s Wealth Management Plugins Are a Regulatory Time Bomb.
What the Advisor of 2030 actually needs vs. the hallucinated math trap Silicon Valley is trying to sell them.
