Regulating Robo-Advisors in Insurance Distribution: Lessons from the Insurance Distribution Directive and the AI Act [PDF]
Risks, 2023 Insurance distributors are increasingly using robo-advisors for a variety of tasks, ranging from facilitating communication with customers to providing substantive advice.
Pierpaolo Marano, Shu Li
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How Risk Profiles of Investors Affect Robo-Advised Portfolios [PDF]
Frontiers in Artificial Intelligence, 2020 Automated financial advising (robo-advising) has become an established practice in wealth management, yet very few studies have looked at the cross-section of the robo-advisors and the factors explaining the persistent variability in their portfolio ...
Dmitri Boreiko, Francesca Massarotti
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TINJAUAN HUKUM EKONOMI SYARIAH TENTANG PENGGUNAAN ROBO ADVISOR DALAM ISLAMIC WEALTH MANAGEMENT (Studi Pustaka Robo Advisor di Indonesia Tahun 2022) [PDF]
Al-Manhaj, 2023 Robo advisor is a technology that can assist investors in managing their portfolios. In the context of Islamic finance, transactions and business relationships must ensure compliance with Sharia principles in order to preserve wealth and meet needs. The
Bambang Irawan +3 more
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Robo-advisors and the financialization of lay investors. [PDF]
Geoforum, 2020 The burgeoning financial technology scene in Singapore has seen the emergence of robo-advisors, which aim to disrupt traditional financial advisories by using algorithms to automate client advising and investment recommendations. Using an ecologies concept to explore how lay investors are articulated into global financial networks through robo advisors,
Tan GKS.
europepmc +3 more sources
Artificial intelligence attitudes and resistance to use robo-advisors: exploring investor reluctance toward cognitive financial systems [PDF]
Frontiers in Artificial IntelligenceIntroductionThe study investigates resistance towards Financial Robo-Advisors (FRAs) among retail investors in India, grounded in innovation resistance theory.
Balraj Verma +3 more
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FinTech adoption for ESG integration through robo advisors, personalization, and perceived trust [PDF]
Scientific ReportsIn the context of China’s growing emphasis on digital finance and sustainable investing, this study investigates the factors influencing investors’ behavioral intentions to adopt FinTech solutions, specifically robo-advisors, for green investments ...
Aizhen Chen +5 more
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Financial technologies in personal financial planning: robo-advice vs. human-advice
Ruch Prawniczy, Ekonomiczny i Socjologiczny, 2020 The paper presents the essence of financial technologies in personal financial planning, especially robo-advice. The main aim of the paper is to describe the presumptions for the development of robo-advice. An analysis of robo-advice on personal finance
Krzysztof Waliszewski, Anna Warchlewska
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Network Models to Enhance Automated Cryptocurrency Portfolio Management [PDF]
Frontiers in Artificial Intelligence, 2020 The usage of cryptocurrencies, together with that of financial automated consultancy, is widely spreading in the last few years. However, automated consultancy services are not yet exploiting the potentiality of this nascent market, which represents a ...
Paolo Giudici +2 more
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Factors influencing acceptance of Robo-Advisors for wealth management in Malaysia
Cogent Engineering, 2023 Since the 2008 global financial crisis, many innovations have emerged in the financial sector as investors started to look for alternative methods to eliminate irrational decision-making in wealth management, and Robo-advisors is among those.
Thi Phuong Lan Nguyen +4 more
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Organizations and Markets in Emerging Economies, 2021 Technological advancements bring continuous changes into the investment industry. The paper aims to provide insights on future research agenda based on a review of the current stance of research on the links between the Robo-advisors phenomenon and ...
Nomeda Lisauskiene, Valdone Darskuviene
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