arXiv:2608. 04095v1 Announce Type: new Abstract: Large language model (LLM) agents are increasingly used as personalized assistants in high-stakes domains such as financial advising, yet it remains unclear whether they can maintain and update an individualized user model over long horizons.
By Ben Wang, Kang Zhou, Lifan Guo, Feng Chen, Chi Zhang
arXiv:2608. 16386v1 Announce Type: cross Abstract: Financial agents must do more than recall domain knowledge: they must be both reliable, executing precise operations over grounded evidence, and executive, sustaining long-horizon research whose conclusions remain auditable.
By Agent Team, B. Zhang, Yaze Geng, Lei Tang, Yaoyang Yi, Zonghan Wu, Yifan Hu, Kun Wang, Qingsong Wen, Yilei Shao
arXiv:2606. 07897v1 Announce Type: new Abstract: Current AI models frequently exhibit epistemic sycophancy, endorsing claims to agree with a user.
By Alejandro Botas, Paul de Font-Reaulx, Luke Hewitt
Memory has emerged as a cornerstone of modern LLM-based agents, supporting their evolution from single-turn assistants to long-term collaborators. However, memory is not always beneficial: retrieved memories often induce a critical issue of sycophancy, causing agents to over-align with the user at the cost of factual accuracy or objective reasoning.
arXiv:2606. 07897v2 Announce Type: replace Abstract: Current AI models frequently exhibit epistemic sycophancy, endorsing claims to agree with a user.
By Alejandro Botas, Paul de Font-Reaulx, Luke Hewitt
arXiv:2606. 02528v1 Announce Type: cross Abstract: Large language models now power robo-advisors and trading agents, yet whether they carry built-in biases toward specific assets is largely untested.
By Wenbin Wu
arXiv:2607. 01071v1 Announce Type: cross Abstract: Memory has emerged as a cornerstone of modern LLM-based agents, supporting their evolution from single-turn assistants to long-term collaborators.
By Zhishang Xiang, Zerui Chen, Yunbo Tang, Zhimin Wei, Ruqin Ning, Yujie Lin, Qinggang Zhang, Jinsong Su
arXiv:2607. 20645v1 Announce Type: cross Abstract: We introduce Frontier Financial Judgement, a challenging new benchmark developed in collaboration with professional equity analysts to assess agents' ability to replicate expert human judgements.
By Joshua Harris
arXiv:2608. 06108v1 Announce Type: new Abstract: Investment competence is inherently personalized: the same market evidence can justify different actions for investors with different goals, horizons, portfolios, and risk boundaries.
By Yuanhong Jiang, Jingjie Zou, Zhenghong Lin, Xusheng Yu, Qiqi Huang, Shuai Jia, Shijie Dai
arXiv:2606. 31522v1 Announce Type: cross Abstract: Large Language Models (LLMs) are increasingly deployed as autonomous financial agents initialized with explicit behavioral mandates such as "preserve capital" or "avoid speculative bets" that are meant to govern every decision throughout deployment.
By Muhammad Usman Safder (Steve), Ayesha Gull (Steve), Rania Elbadry (Steve), Fan Zhang (Steve), Yankai Chen (Steve), Xueqing Peng (Steve), Xue (Steve), Liu, Preslav Nakov, Zhuohan Xie
arXiv:2605. 05409v2 Announce Type: replace Abstract: Financial document question answering (QA) demands complex multi-step numerical reasoning over heterogeneous evidence--structured tables, textual narratives, and footnotes--scattered across corporate filings.
By Yang Shu, Yingmin Liu, Zequn Xie
arXiv:2604. 10015v3 Announce Type: replace Abstract: Recent studies demonstrate that tool-calling capability enables large language models (LLMs) to interact with external environments for long-horizon financial tasks.
By Yupeng Cao, Haohang Li, Weijin Liu, Wenbo Cao, Anke Xu, Lingfei Qian, Xueqing Peng, Minxue Tang, Zhiyuan Yao, Jimin Huang, K. P. Subbalakshmi, Zining Zhu, Jordan W. Suchow, Yangyang Yu