In this article from Financial Planning Magazine, CEO John O’Connell discusses how firms like Morningstar teach AI what not to say, noting that training the AI what to say is just as important as telling it what not to say: “If a user asks an AI chatbot about a particular stock and the AI says, ‘That investment is projected to continue to grow at this rate,’ now I’ve just given you a forward projection. If that is public, then it definitely violates the marketing rule.”
