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Personalized finance

Okay, many results for FinTech history and personalization. I'll pick one that details the evolution of personalized finance and its tech drivers. Mexico Business News11 and Infosys BPM10 seem good. I'll go with Mexico Business News as it directly links AI to customer personalization.

External Link 1 (History): Mexico Business News - "The Evolution of Customer Personalization in Finance Through AI" (https://mexicobusiness.news/finance/evolution-customer-personalization-finance-through-ai)[9](https://mexicobusiness.news/finance/news/evolution-customer-personalization-finance-through-ai)

Search queries for external links (Practical Applications/Limitations):

  1. "SEC personalized investment advice regulation"
  2. "FINRA robo-advisor guidance"
  3. "consumer data privacy financial services regulations"
  4. "critiques of AI in financial advice"
  5. "algorithmic bias in finance academic paper"

Let's execute the search and verify the URLs.

Search 2: "SEC personalized investment advice regulation"
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