Results 71 to 80 of about 1,580 (162)
The Digitization of Investment Management – An Analysis of Robo-Advisor Business Models [PDF]
, 2022 The emergence of so-called Robo-Advisors (RAs) is disrupting the financial services industry. RAs are algorithm-based systems that digitize and automate the investment advisory process including portfolio recommendation, risk diversification, portfolio ...
Metzler, DennisRenee +2 more
core +1 more source
, 2023 We assess the ability of GPT -- a large language model -- to serve as a financial robo-advisor for the masses, by using a financial literacy test.
Abbas, Sami, Niszczota, Paweł
core +1 more source
Digital Gains: FinTech Development and Labour Share
Accounting &Finance, Volume 65, Issue 4, Page 3270-3290, December 2025.ABSTRACT Capital market development and technological innovation affect the labour income share and resource allocation, but the link between financial innovation and the labour share remains unclear. This paper examines the labour income share through the lens of financial innovation.
Yuqiang Cao +4 more
wiley +1 more source
The integrability of ESG investing into robo advising [PDF]
, 2019 Environmental, Social and Governance (ESG) investing and passive asset management are two distinct trends in financial markets. This research examines whether robo advisors can combine these two trends by integrating ESG into their passively managed ...
Becker, Tobias Niklas
core
Sustainable Development, Volume 33, Issue S1, Page 1161-1181, November 2025.ABSTRACT This paper investigates the critical factors involved and evaluates how environmental, social, and governance (ESG), along with behavioral biases, impacts sustainable investment decision making. The researchers employed purposive sampling with random sampling methods to gather data from retail investors; the data is then analyzed in two stages.
Anshita Bihari +5 more
wiley +1 more source
‘WealthTech’: The challenges facing the wealth management industry [PDF]
, 2017 Tech teams need to be in the front lines, understanding user experience and customer acquisition, writes Dan Tammas ...
Tammas-Hastings, Dan
core
Comment s'inscrit l'avenir de l'industrie bancaire dans un environnement de taux très bas ? [PDF]
, 2018 L’industrie bancaire suisse est entrée depuis peu dans une nouvelle ère, notamment à cause d’un environnement à faibles rendements dus aux taux bas ainsi qu’aux récents développements technologiques.
Fasler, Claude, Marques Ferreira, Mikael
core
Regulating robo-advice for consumers’ financial decisions:The interplay between algorithm quality & digital choice architecture [PDF]
Rapid advances in digital interfaces, the quality of predictive algorithms, and the availability of high-speed internet are allowing firms to offer robo-advice: automated online guidance about which financial products are suitable for a consumer.
Baker, Tom +2 more
core +1 more source
Robo-advisory financial services and the dynamics of new innovation in Saudi Arabia
Journal of Open Innovation: Technology, Market and ComplexityMany individuals seek guidance from experts to obtain financial services. Robo-Advisors (RAs) have recently replaced human financial advisors due to concerns about high professional fees, behavioural bias, conflicts of interest, etc.
Yasmeen Ansari, Rohit Bansal
doaj +1 more source
Journal of Finance and Data ScienceThis study proposes an alternative approach to portfolio optimization in the cryptocurrency market by applying the Choquet integral portfolio, positioning it within the broader context of Robo-Advisor literature.
João Pedro M. Franco +1 more
doaj +1 more source