Works matching DE "ROBO-advisors (Financial planning)"

Results: 76

Promoting Robo-Advisor Adoption among B40 in Malaysia through Advisory Transparency and UTAUT Models.

Published in:

Engineering, Technology & Applied Science Research, 2024, v. 14, n. 6, p. 18727, doi. 10.48084/etasr.8289

By:

Ahmad Nazmi, Aishah Nadhirah;
Chun-Teck Lye;
Lee-Ying Tay

Publication type:

Article

Key Challenges and Hazards of Digital Transformation of Financial Services Sector.

Published in:

Global Business & Management Research, 2022, v. 14, p. 39

By:

L., Sweetline Sujee;
Solanki, Rima

Publication type:

Article

Why do people buy insurance? A modern answer to an old question.

Published in:

Risk Management & Insurance Review, 2024, v. 27, n. 1, p. 89, doi. 10.1111/rmir.12260

By:

Rieger‐Fels, Markus

Publication type:

Article

The development and regulation of robo-advisors in Hong Kong: empirical and comparative perspectives.

Published in:

Journal of Corporate Law Studies, 2022, v. 22, n. 1, p. 229, doi. 10.1080/14735970.2021.2012884

By:

Huang, Robin Hui;
Wang, Charles Chao;
Zhang, Olivia Xin

Publication type:

Article

Fintech for the social-distancing world: Financial technologies continue to grow despite a worldwide pandemic.

Published in:

Baylor Business Review, 2020, p. 1

By:

Walker, Justin

Publication type:

Article

FUZZY JENSEN'S ALPHA ANALYSIS IN ROBO-ADVISORS ESG STRATEGIES.

Published in:

Fuzzy Economic Review, 2023, v. 28, n. 2, p. 39, doi. 10.25102/fer.2023.02.03

By:

Fernández, Rodrigo Caballero;
Manrique, Alicia Fernanda Galindo;
Vargas, Nuria Patricia Rojas

Publication type:

Article

Regulating Robo-Advisory.

Published in:

Texas International Law Journal, 2019, v. 55, n. 1, p. 49

By:

Maume, Philipp

Publication type:

Article

Considering Life Insurance in a Qualified Plan: A Fiduciary Guide.

Published in:

Journal of Financial Service Professionals, 2021, v. 75, n. 6, p. 42

By:

Guerriero, Ernest

Publication type:

Article

Insights into the Users of Robo-Advisory Firms.

Published in:

Journal of Financial Service Professionals, 2018, v. 72, n. 5, p. 56

By:

Woodyard, Ann Sanders;
Grable, John E.

Publication type:

Article

quick look: millennials vs. retirement stereotypes.

Published in:: Plans & Trusts, 2019, v. 37, n. 4, p. 7
Publication type:: Article

PAYING ATTENTION TO THAT MAN BEHIND THE CURTAIN: STATE SECURITIES REGULATORS' EARLY CONVERSATIONS WITH ROBO-ADVISERS.

Published in:

University of Toledo Law Review, 2019, v. 50, n. 3, p. 501

By:

Seidt, Andrea L.;
Zaharis, Noula;
Jarrett, Charles

Publication type:

Article

FINANCIAL TECHNOLOGIES IN PERSONAL FINANCIAL PLANNING: ROBO-ADVICE VS. HUMAN-ADVICE.

Published in:

Ruch Prawniczy, Ekonomiczny i Socjologiczny (0035-9629), 2020, v. 82, n. 4, p. 303, doi. 10.14746/rpeis.2020.82.4.22

By:

WALISZEWSKI, KRZYSZTOF;
WARCHLEWSKA, ANNA

Publication type:

Article

MODELING THE ROBO-ADVISOR ECOSYSTEM: INSIGHTS FROM A SIMULATION STUDY.

Published in:

Issues in Information Systems, 2018, v. 19, n. 1, p. 128

By:

Ngo-Ye, Thomas L.;
Choi, Jae J.;
Cummings, Maeve

Publication type:

Article

The economics of emerging insurance technologies: Theory and early evidence.

Published in:

Journal of Risk & Insurance, 2024, v. 91, n. 4, p. 809, doi. 10.1111/jori.12495

By:

Bauer, Daniel;
Schmit, Joan;
Sydnor, Justin

Publication type:

Article

A Large-Scale Optimization Model for Replicating Portfolios in the Life Insurance Industry.

Published in:

Operations Research, 2021, v. 69, n. 4, p. 1134, doi. 10.1287/opre.2020.2098

By:

Adelmann, Maximilian;
Fernandez-Arjona, Lucio;
Mayer, Janos;
Schmedders, Karl

Publication type:

Article

Conversational robo advisors as surrogates of trust: onboarding experience, firm perception, and consumer financial decision making.

Published in:

Journal of the Academy of Marketing Science, 2021, v. 49, n. 4, p. 659, doi. 10.1007/s11747-020-00753-z

By:

Hildebrand, Christian;
Bergner, Anouk

Publication type:

Article

Dynamic pricing and inventory management in the presence of online reviews.

Published in:

Production & Operations Management, 2022, v. 31, n. 8, p. 3180, doi. 10.1111/poms.13744

By:

Yang, Nan;
Zhang, Renyu

Publication type:

Article

Regulating Robo Advice Across the Financial Services Industry.

Published in:

Iowa Law Review, 2018, v. 103, n. 2, p. 713

By:

Baker, Tom;
Dellaerf, Benedict

Publication type:

Article

Determinants of emerging technologies adoption in the South African financial sector.

Published in:

South African Journal of Business Management, 2022, v. 53, n. 1, p. 1, doi. 10.4102/sajbm.v53i1.2493

By:

Matsepe, Nkhulang T.;
van der Lingen, Elma

Publication type:

Article

Demographic and Socio-Economic Factors as Barriers to Robo-Advisory Acceptance in Poland.

Published in:

Annales Universitatis Mariae Curie-Sklodowska, Sectio H: Oeconomia, 2022, v. 56, n. 3, p. 109, doi. 10.17951/h.2022.56.3.109-126

By:

PIOTROWSI, DARIUSZ

Publication type:

Article

Investment attitude of millennials towards cryptocurrencies.

Published in:

Social Business, 2020, v. 10, n. 4, p. 383, doi. 10.1362/204440820X15929907056652

By:

Bhilawadikar, Vibha Suhas;
Garg, Ema

Publication type:

Article

ARE ROBOTS GOOD FIDUCIARIES? REGULATING ROBO-ADVISORS UNDER THE INVESTMENT ADVISERS ACT OF 1940.

Published in:

Columbia Law Review, 2017, v. 117, n. 6, p. 1543

By:

Ji, Megan

Publication type:

Article

ACCEPTANCE OF SHARED AUTONOMOUS VEHICLES - A CORRESPONDENCE ANALYSIS OF NEW CAR BUYER ATTITUDES.

Published in:

International Journal of Sales, Retailing & Marketing, 2018, v. 7, n. 2, p. 80

By:

Planing, Patrick;
Dursun, Merve

Publication type:

Article

Financial Robots as Instruments of Fiduciary Loyalty.

Published in:

Sydney Law Review, 2018, v. 40, n. 1, p. 63

By:

Degeling, Simone;
Hudson, Jessica

Publication type:

Article

XIII. Regulatory and Legislative Developments as FinTech Companies Attempt to Morph into Industrial Loan Companies.

Published in:

Review of Banking & Financial Law, 2020, v. 40, n. 2, p. 730

By:

Ibanez, Gino

Publication type:

Article

The Promises and Pitfalls of Robo-Advising.

Published in:

Review of Financial Studies, 2019, v. 32, n. 5, p. 1983, doi. 10.1093/rfs/hhz014

By:

D'Acunto, Francesco;
Prabhala, Nagpurnanand;
Rossi, Alberto G

Publication type:

Article

How Valuable Is FinTech Innovation?

Published in:

Review of Financial Studies, 2019, v. 32, n. 5, p. 2062, doi. 10.1093/rfs/hhy130

By:

Chen, Mark A;
Wu, Qinxi;
Yang, Baozhong

Publication type:

Article

CHANGING FINANCIAL SYSTEM ARCHITECTURE UNDER THE INFLUENCE OF THE FINTECH MARKET: A LITERATURE REVIEW.

Published in:

Management: Journal of Contemporary Management Issues, 2023, v. 28, n. 2, p. 93, doi. 10.30924/mjcmi.28.2.7

By:

Ismayilov, Natig;
Kozarević, Emira

Publication type:

Article

Benefit versus risk: a behavioral model for using robo-advisors.

Published in:

Service Industries Journal, 2025, v. 45, n. 1, p. 132, doi. 10.1080/02642069.2023.2176485

By:

Belanche, Daniel;
Casaló, Luis V.;
Flavián, Marta;
Loureiro, Sandra Maria Correia

Publication type:

Article

My new financial companion! non-linear understanding of Robo-advisory service acceptance.

Published in:

Service Industries Journal, 2023, v. 43, n. 3/4, p. 185, doi. 10.1080/02642069.2022.2161528

By:

Aw, Eugene Cheng-Xi;
Zha, Tao;
Chuah, Stephanie Hui-Wen

Publication type:

Article

Digital Finance and the Efficiency of Household Investment Portfolios.

Published in:

Emerging Markets Finance & Trade, 2022, v. 58, n. 10, p. 2895, doi. 10.1080/1540496X.2021.2013197

By:

Guo, Ce;
Wang, Xijian;
Yuan, Gecheng

Publication type:

Article

Investors' perspective on portfolio insurance: Expected utility vs prospect theories.

Published in:

Portuguese Economic Journal, 2023, v. 22, n. 1, p. 49, doi. 10.1007/s10258-021-00200-z

By:

Gaspar, Raquel M.;
Silva, Paulo M.

Publication type:

Article

INTEGRATION OF DIGITAL MEANS IN THE FINANCIAL SPHERE: THE POTENTIAL OF CLOUD COMPUTING, BLOCKCHAIN, BIG DATA AND AI.

Published in:

Financial & Credit Activity: Problems of Theory & Practice, 2024, v. 1, n. 54, p. 127, doi. 10.55643/fcaptp.1.54.2024.4257

By:

Lytvyn, Olena;
Kudin, Volodymyr;
Onyshchenko, Andrii;
Nikolaiev, Mykyta;
Chaplynska, Natalia

Publication type:

Article

Counterrevolutionaries in the Financial Services Industry: Teaching Disruption - A Case Study of RoboAdvisors and Incumbent Responses.

Published in:

Business Education Innovation Journal, 2017, v. 9, n. 1, p. 139

By:

Gold, Natalia A.;
Kursh, Steven R.

Publication type:

Article

Passive vs active robo-advisors and disposition effect. Moderating role of gender and financial literacy.

Published in:

Baltic Journal of Economics, 2024, v. 24, n. 2, p. 239, doi. 10.1080/1406099X.2024.2422673

By:

Lisauskiene, Nomeda;
Darskuviene, Valdone;
Butkus, Mindaugas

Publication type:

Article

THE RISE OF AUTOMATED INVESTMENT ADVICE: CAN ROBO-ADVISORS RESCUE THE RETAIL MARKET?

Published in:

Chicago-Kent Law Review, 2018, v. 93, n. 1, p. 97

By:

EDWARDS, BENJAMIN P.

Publication type:

Article

COMPUTER AS CONFIDANT: DIGITAL INVESTMENT ADVICE AND THE FIDUCIARY STANDARD.

Published in:

Chicago-Kent Law Review, 2018, v. 93, n. 1, p. 141

By:

IANNARONE, NICOLE G.

Publication type:

Article

Overconfidence and the adoption of robo-advice: why overconfident investors drive the expansion of automated financial advice.

Published in:

Financial Innovation, 2022, v. 8, n. 1, p. 1, doi. 10.1186/s40854-021-00324-3

By:

Piehlmaier, Dominik M.

Publication type:

Article

LOW COST RETIREMENT SOLUTIONS BASED ON ROBO-ADVISORS AND EXCHANGE TRADED FUNDS.

Published in:

Copernican Journal of Finance & Accounting, 2017, v. 6, n. 3, p. 75, doi. 10.12775/CJFA.2017.018

By:

NOWAK, KAMIL

Publication type:

Article

DEFINING CATEGORIES OF FINTECHS: A CATEGORIZATION PROPOSAL BASED ON LITERATURE AND EMPIRICAL DATA.

Published in:

Future Studies Research Journal: Trends & Strategies, 2021, v. 13, n. 3, p. 386, doi. 10.24023/FutureJournal/2175-5825/2021.v13i3.537

By:

Caciatori Jr., Itamir;
Mussi Szabo Cherobim, Ana Paula

Publication type:

Article

ALGORITHMS & FIDUCIARIES: EXISTING AND PROPOSED REGULATORY APPROACHES TO ARTIFICIALLY INTELLIGENT FINANCIAL PLANNERS.

Published in:

Duke Law Journal, 2017, v. 67, n. 3, p. 651

By:

LIGHTBOURNE, JOHN

Publication type:

Article

Alternatives to Financial Literacy: Helping Pension Participants Invest.

Published in:

Benefits Quarterly, 2021, v. 37, n. 3, p. 32

By:

Turner, John A.

Publication type:

Article

IFoA Presidential Address: "Uncertainty, Culture and Imagination".

Published in:

British Actuarial Journal, 2022, v. 27, p. 1, doi. 10.1017/S1357321722000010

By:

Suee Chieh, Tan

Publication type:

Article

Digital financial inclusion development, investment diversification, and household extreme portfolio risk.

Published in:

Accounting & Finance, 2021, v. 61, n. 5, p. 6225, doi. 10.1111/acfi.12863

By:

Xiaomeng Lu;
Jiaojiao Guo;
Hailing Zhou

Publication type:

Article

Digital financial inclusion development, investment diversification, and household extreme portfolio risk.

Published in:

Accounting & Finance, 2021, v. 61, n. 4, p. 6225, doi. 10.1111/acfi.12863

By:

Lu, Xiaomeng;
Guo, Jiaojiao;
Zhou, Hailing

Publication type:

Article

The modern broker.

Published in:

Journal of the Australian & New Zealand Institute of Insurance & Finance, 2024, v. 47, n. 1, p. 56

By:

Wallace, Beth

Publication type:

Article

2023 ANZIIF Australian Insurance Industry Award winners: A full house of more than 800 insurance professionals gathered in Sydney in August for a glittering celebration of excellence, innovation and community.

Published in:

Journal of the Australian & New Zealand Institute of Insurance & Finance, 2023, v. 46, n. 3, p. 34

By:

Murison, Abigail

Publication type:

Article

Hanging on to a good thing: Comparing and switching insurance providers has never been easier for customers, so how are insurers responding to the retention challenge?

Published in:

Journal of the Australian & New Zealand Institute of Insurance & Finance, 2022, v. 45, n. 2, p. 6

By:

Stuart, Domini

Publication type:

Article

THE CALL TO SERVICE: Claims handling now requires an Australian financial services licence under the new Financial Sector Reform Act. But there is a lot to do -- and the deadline is looming.

Published in:

Journal of the Australian & New Zealand Institute of Insurance & Finance, 2021, v. 44, n. 1, p. 14

By:

Fry, Elizabeth

Publication type:

Article

Pandemic a boost for life insurance technology.

Published in:

Journal of the Australian & New Zealand Institute of Insurance & Finance, 2020, v. 43, n. 4, p. 1

By:

Efrat, Zilla

Publication type:

Article