Works matching Robo-advisors (Financial planning)
Results: 77
SELECTED COUNTRIES OF EASTERN AND CENTRAL EUROPE IN THE FACE OF CHALLENGES OF MODERN FINANCIAL TECHNOLOGIES (BASED ON THE EXAMPLE OF ROBO-ADVICE).
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- East European Review / Przegląd Wschodnioeuropejski, 2021, v. 12, n. 2, p. 153, doi. 10.31648/pw.6870
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The platformed money ecosystem: Digital financial platforms, datafication, and reimagining financial well‐being.
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- Journal of Consumer Affairs, 2022, v. 56, n. 3, p. 1062, doi. 10.1111/joca.12458
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Towards an actionable One Health approach.
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- Infectious Diseases of Poverty, 2024, v. 13, n. 1, p. 1, doi. 10.1186/s40249-024-01198-0
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Investment attitude of millennials towards cryptocurrencies.
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- Social Business, 2020, v. 10, n. 4, p. 383, doi. 10.1362/204440820X15929907056652
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An Expository Overview of the Financial Integrity Risk Associated with the Relaxation of Financial Regulation to Promote Financial Innovation Through Mobile Money Services in Zimbabwe.
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- Acta Universitatis Danubius: Œconomica, 2024, v. 20, n. 1, p. 70
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Key Pillars for FinTech and Cybersecurity.
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- Acta Universitatis Danubius: Œconomica, 2022, v. 18, n. 1, p. 194
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Passive vs active robo-advisors and disposition effect. Moderating role of gender and financial literacy.
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- Baltic Journal of Economics, 2024, v. 24, n. 2, p. 239, doi. 10.1080/1406099X.2024.2422673
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The economics of emerging insurance technologies: Theory and early evidence.
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- Journal of Risk & Insurance, 2024, v. 91, n. 4, p. 809, doi. 10.1111/jori.12495
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Humans versus ROBOTS: Who to Turn to for Investment Advice?
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- CPA Journal, 2017, v. 87, n. 5, p. 6
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The modern broker.
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- Journal of the Australian & New Zealand Institute of Insurance & Finance, 2024, v. 47, n. 1, p. 56
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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.
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- Journal of the Australian & New Zealand Institute of Insurance & Finance, 2023, v. 46, n. 3, p. 34
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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?
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- Journal of the Australian & New Zealand Institute of Insurance & Finance, 2022, v. 45, n. 2, p. 6
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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.
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- Journal of the Australian & New Zealand Institute of Insurance & Finance, 2021, v. 44, n. 1, p. 14
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Pandemic a boost for life insurance technology.
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- Journal of the Australian & New Zealand Institute of Insurance & Finance, 2020, v. 43, n. 4, p. 1
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Financial Robots as Instruments of Fiduciary Loyalty.
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- Sydney Law Review, 2018, v. 40, n. 1, p. 63
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CHANGING FINANCIAL SYSTEM ARCHITECTURE UNDER THE INFLUENCE OF THE FINTECH MARKET: A LITERATURE REVIEW.
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- Management: Journal of Contemporary Management Issues, 2023, v. 28, n. 2, p. 93, doi. 10.30924/mjcmi.28.2.7
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Benefit versus risk: a behavioral model for using robo-advisors.
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- Service Industries Journal, 2025, v. 45, n. 1, p. 132, doi. 10.1080/02642069.2023.2176485
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My new financial companion! non-linear understanding of Robo-advisory service acceptance.
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- Service Industries Journal, 2023, v. 43, n. 3/4, p. 185, doi. 10.1080/02642069.2022.2161528
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Investors' perspective on portfolio insurance: Expected utility vs prospect theories.
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- Portuguese Economic Journal, 2023, v. 22, n. 1, p. 49, doi. 10.1007/s10258-021-00200-z
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ALGORITHMS & FIDUCIARIES: EXISTING AND PROPOSED REGULATORY APPROACHES TO ARTIFICIALLY INTELLIGENT FINANCIAL PLANNERS.
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- Duke Law Journal, 2017, v. 67, n. 3, p. 651
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Insights into the Users of Robo-Advisory Firms.
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- Journal of Financial Service Professionals, 2018, v. 72, n. 5, p. 56
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Fintech and Financial Inclusion in Southeast Asia and India.
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- Asian Economic Policy Review, 2022, v. 17, n. 2, p. 183, doi. 10.1111/aepr.12379
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Regulating Robo Advice Across the Financial Services Industry.
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- Iowa Law Review, 2018, v. 103, n. 2, p. 713
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The Other Side AI Efficiency.
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- Journal of Financial Planning, 2025, v. 38, n. 1, p. 22
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Upcoming Research.
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- Journal of Financial Planning, 2024, v. 37, n. 6, p. 96
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Examining the Prevalence of Diminished Capacity.
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- Journal of Financial Planning, 2022, p. 62
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The Intersection of Health and Wealth: An Opportunity for Advisers to Deepen Relationships and Extend Their Services.
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- Journal of Financial Planning, 2021, v. 34, n. 7, p. 62
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What Good Planners Need to Do in the Digital Age.
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- Journal of Financial Planning, 2019, v. 32, n. 1, p. 15
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Best of Both Worlds: Human and Machine.
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- Journal of Financial Planning, 2018, v. 31, n. 3, p. 16
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Shadow Banking and the Four Pillars of Traditional Financial Intermediation.
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- Review of Economic Studies, 2021, v. 88, n. 6, p. 2622, doi. 10.1093/restud/rdaa059
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THE RISE OF AUTOMATED INVESTMENT ADVICE: CAN ROBO-ADVISORS RESCUE THE RETAIL MARKET?
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- Chicago-Kent Law Review, 2018, v. 93, n. 1, p. 97
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COMPUTER AS CONFIDANT: DIGITAL INVESTMENT ADVICE AND THE FIDUCIARY STANDARD.
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- Chicago-Kent Law Review, 2018, v. 93, n. 1, p. 141
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DEFINING CATEGORIES OF FINTECHS: A CATEGORIZATION PROPOSAL BASED ON LITERATURE AND EMPIRICAL DATA.
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- Future Studies Research Journal: Trends & Strategies, 2021, v. 13, n. 3, p. 386, doi. 10.24023/FutureJournal/2175-5825/2021.v13i3.537
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IFoA Presidential Address: "Uncertainty, Culture and Imagination".
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- British Actuarial Journal, 2022, v. 27, p. 1, doi. 10.1017/S1357321722000010
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New technologies in the financial industry: Case of Poland.
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- Economics & Business Review, 2023, v. 9, n. 3, p. 98, doi. 10.18559/ebr.2023.3.926
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FUZZY JENSEN'S ALPHA ANALYSIS IN ROBO-ADVISORS ESG STRATEGIES.
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- Fuzzy Economic Review, 2023, v. 28, n. 2, p. 39, doi. 10.25102/fer.2023.02.03
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Securities market automation from standards to self-learning machines: Current state and future perspectives.
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- Journal of Securities Operations & Custody, 2017, v. 9, n. 3, p. 245, doi. 10.69554/tdpj1072
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Opinion pieces: On data and models: Is more always better?
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- Journal of Risk Management in Financial Institutions, 2023, v. 17, n. 1, p. 7, doi. 10.69554/jbgr2468
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Adoption of Fintech and Mobile Banking in Darbhanga, Bihar: An Empirical Analysis.
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- Finance India, 2023, v. 37, n. 3, p. 881
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Digital Finance and the Efficiency of Household Investment Portfolios.
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- Emerging Markets Finance & Trade, 2022, v. 58, n. 10, p. 2895, doi. 10.1080/1540496X.2021.2013197
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MODELING THE ROBO-ADVISOR ECOSYSTEM: INSIGHTS FROM A SIMULATION STUDY.
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- Issues in Information Systems, 2018, v. 19, n. 1, p. 128
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Alternatives to Financial Literacy: Helping Pension Participants Invest.
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- Benefits Quarterly, 2021, v. 37, n. 3, p. 32
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Digital financial inclusion development, investment diversification, and household extreme portfolio risk.
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- Accounting & Finance, 2021, v. 61, n. 5, p. 6225, doi. 10.1111/acfi.12863
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Digital financial inclusion development, investment diversification, and household extreme portfolio risk.
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- Accounting & Finance, 2021, v. 61, n. 4, p. 6225, doi. 10.1111/acfi.12863
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Regulating Robo-Advisory.
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- Texas International Law Journal, 2019, v. 55, n. 1, p. 49
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PAYING ATTENTION TO THAT MAN BEHIND THE CURTAIN: STATE SECURITIES REGULATORS' EARLY CONVERSATIONS WITH ROBO-ADVISERS.
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- University of Toledo Law Review, 2019, v. 50, n. 3, p. 501
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Overconfidence and the adoption of robo-advice: why overconfident investors drive the expansion of automated financial advice.
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- Financial Innovation, 2022, v. 8, n. 1, p. 1, doi. 10.1186/s40854-021-00324-3
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LOW COST RETIREMENT SOLUTIONS BASED ON ROBO-ADVISORS AND EXCHANGE TRADED FUNDS.
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- Copernican Journal of Finance & Accounting, 2017, v. 6, n. 3, p. 75, doi. 10.12775/CJFA.2017.018
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Promoting Robo-Advisor Adoption among B40 in Malaysia through Advisory Transparency and UTAUT Models.
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- Engineering, Technology & Applied Science Research, 2024, v. 14, n. 6, p. 18727, doi. 10.48084/etasr.8289
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ARE ROBOTS GOOD FIDUCIARIES? REGULATING ROBO-ADVISORS UNDER THE INVESTMENT ADVISERS ACT OF 1940.
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- Columbia Law Review, 2017, v. 117, n. 6, p. 1543
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