Results 111 to 120 of about 243 (150)

Are all robo-advisors the same? Out-group homogeneity bias in investors’ perceptions of robo-advisors

Finance Research Letters
Yunshil Cha, Fangjun Xiao
exaly   +2 more sources

Are Robo-Advisors Fiduciaries?

SSRN Electronic Journal, 2017
This paper addresses whether robo-advisors are “fiduciaries.” The simple answer is “yes.” As registered investment advisers, robo-advisors are deemed to be “fiduciaries” that owe a fiduciary duty of loyalty to their customers and can be liable for breach of fiduciary duty. But that is only half of the equation.
openaire   +1 more source

Shariah-Compliant Robo-Advisors

2023
This chapter discusses the role of financial technology in Islamic finance. The chapter explores the Islamic finance principles and the key components of the robo-advisory systems, including portfolio management, client profiling, socially responsible investing, and key players in the Shariah-compliant investment horizon.
Jayant Hooda, Vinita Singh, Mansur Ahmed Kazaure, Rohit Singh   +3 more
openaire   +1 more source

Robo-Advisors: A Closer Look

SSRN Electronic Journal, 2015
Robo-advisors have been touted by the Department of Labor as a source of investment advice that can benefit retirement investors by minimizing costs and avoiding conflicts of interest. On the other hand, they have been labelled as gimmicky and overly simplistic by some critics who have used them.
openaire   +1 more source

Regulatory Focus on Robo-Advisors

SSRN Electronic Journal, 2017
This paper examines recent regulatory guidance issued by federal and state regulators concerning robo-advisors.
openaire   +1 more source

Robo-advisors: A substitute for human financial advice?

Journal of Behavioral and Experimental Finance, 2019
Using representative US investor data, we investigate whether automated financial advisors, also referred to as robo-advisors, reduce investors’ demand for human financial advice offered by financial service providers. Our results provide a strong negative relationship between using robo-advisors and seeking human financial advice.
Lukas Brenner, Tobias Meyll
openaire   +1 more source

Quant Models for Robo-Advisors

2020
Robo-advice uses modern computational capabilities. So do quant models in portfolio management. Since both concepts profit from the same source of technology, it is tempting to merge them into one holistic approach. In this chapter, we show which quantitative models are a particularly good fit with a robo-advisor platform and which quantitative ...
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Ginmon: Robo Advisor

2017
Ginmon ist ein digitaler Full-Service-Vermogensberater, ein sogenannter Robo Advisor. Das Unternehmen verfolgt ein wissenschaftlich fundiertes Anlagekonzept, bereitet dies mit einem umfangreichen Informationsangebot verstandlich auf und erganzt es durch personliche Betreuung.
openaire   +1 more source

Robo-Advisors in Investment Management

The chapter on robo-advisors in investment management explores the multifaceted landscape of automated investment platforms, shedding light on the hurdles and apprehensions associated with their integration into the financial industry. Delving into issues such as the absence of human touch, regulatory compliance complexities, technological risks ...
Priyanka Mathur, Asha Mamraj Sharma
openaire   +2 more sources

The Future of Robo-Advisors in Management

This comprehensive exploration delves into the transformative realm of robo-advisors, where finance meets technology, reshaping investment management processes. Beginning with integrating artificial intelligence and algorithms, robo-advisors have emerged as a disruptive force in the financial landscape.
Reepu Reepu, Satnam Singh, Sanjay Taneja
openaire   +2 more sources