Results 161 to 170 of about 4,427 (216)

Robo-advisor and Expert Advisor

2021
A robo-advisor is an investment advisor based on core artificial intelligence technology. The technology encompasses perceptual intelligence, related to human sensory awareness such as vision and hearing; and cognitive intelligence, linked to human language, understanding and logic, such as learning, reasoning, thinking, and planning.
Dawei Zhao, Wenting Zhang
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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   +3 more
openaire   +1 more source

Who Are Robo-Advisor Users?

Journal of Finance Issues, 2019
The purpose of this study is to explore the demand for robo-advising services by analyzing the participants’ behavioral characteristics and investment patterns. With the 2015 Financial Industry Regulatory Authority Investor data, we found that robo-advisor users were younger investors with high risk tolerance, whose self-assessment of financial ...
Kim, Seongsu David   +2 more
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Robo Advisors

Artificial intelligence (AI) and automation are also becoming increasingly prevalent in the business landscape. Even, such technologies have streamlines important HR functions to reduce tedious manual work. In every company, employees are highly concern about their payroll, perks, financial benefits, investment plans.
Elke Strauß, Markus Bramberger
  +4 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

Robo-advisors: A systematic literature review

Finance Research Letters
Using a systematic literature review, our study analyzes articles on robo-advisors between 2017 and 2022. Our review identifies four relevant research streams: early classification of robo advisors, behavioral topics, performance, and algorithm modelization.
Giovanni Cardillo, Helen Chiappini
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

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

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