Works matching Robo-advisors (Financial planning)

Results: 81

Shadow Banking and the Four Pillars of Traditional Financial Intermediation.

Published in:

Review of Economic Studies, 2021, v. 88, n. 6, p. 2622, doi. 10.1093/restud/rdaa059

By:

Farhi, Emmanuel;
Tirole, Jean

Publication type:

Article

The Advisory Roles of Political Scientists in Europe. Comparing Engagements in Policy Advisory Systems.

Published in:

Moderne Staat, 2022, v. 15, n. 2, p. 531, doi. 10.3224/dms.v15i2.13

By:

Jann, Werner

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

Towards an actionable One Health approach.

Published in:

Infectious Diseases of Poverty, 2024, v. 13, n. 1, p. 1, doi. 10.1186/s40249-024-01198-0

By:

Zhang, Xiao-Xi;
Lederman, Zohar;
Han, Le-Fei;
Schurer, Janna M.;
Xiao, Li-Hua;
Zhang, Zhi-Bing;
Chen, Qiu-Lan;
Pfeiffer, Dirk;
Ward, Michael P.;
Sripa, Banchob;
Gabriël, Sarah;
Dhama, Kuldeep;
Acharya, Krishna Prasad;
Robertson, Lucy J.;
Deem, Sharon L.;
Aenishaenslin, Cécile;
Dantas-Torres, Filipe;
Otranto, Domenico;
Grace, Delia;
Wang, Yang

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

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-Advisory.

Published in:

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

By:

Maume, Philipp

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

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

An Effective Solution for Investing Funds Through the Robo Advisor Bibit Application.

Published in:

KnE Social Sciences, 2024, p. 663, doi. 10.18502/kss.v9i14.16136

By:

Prasha, Mutiara Fajrin Azzahra;
Rimenda, Tetty

Publication type:

Article

E-trust Mediates the Role of the Robo-Advisor Feature on Mutual Fund Investment Intention Through the Bibit Application of Gen Z Malang Raya.

Published in:

KnE Social Sciences, 2024, p. 408, doi. 10.18502/kss.v9i4.15089

By:

Amalia, Tis'ah;
Subagyo

Publication type:

Article

SELECTED COUNTRIES OF EASTERN AND CENTRAL EUROPE IN THE FACE OF CHALLENGES OF MODERN FINANCIAL TECHNOLOGIES (BASED ON THE EXAMPLE OF ROBO-ADVICE).

Published in:

East European Review / Przegląd Wschodnioeuropejski, 2021, v. 12, n. 2, p. 153, doi. 10.31648/pw.6870

By:

WALISZEWSKI, KRZYSZTOF;
WARCHLEWSKA, ANNA

Publication type:

Article

The platformed money ecosystem: Digital financial platforms, datafication, and reimagining financial well‐being.

Published in:

Journal of Consumer Affairs, 2022, v. 56, n. 3, p. 1062, doi. 10.1111/joca.12458

By:

Ekpo, Akon E.;
Drenten, Jenna;
Albinsson, Pia A.;
Anong, Sophia;
Appau, Samuelson;
Chatterjee, Lagnajita;
Dadzie, Charlene A.;
Echelbarger, Margaret;
Muldrow, Adrienne;
Ross, Spencer M.;
Santana, Shelle;
Weinberger, Michelle F.

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

Robo-Advisers Jumping on the Bandwagon: Yet Another Cry for a Uniform Standard.

Published in:

North Carolina Law Review, 2019, v. 97, n. 3, p. 673

By:

RIFKIN, JAKE G.

Publication type:

Article

The Other Side AI Efficiency.

Published in:: Journal of Financial Planning, 2025, v. 38, n. 1, p. 22
Publication type:: Article

Upcoming Research.

Published in:: Journal of Financial Planning, 2024, v. 37, n. 6, p. 96
Publication type:: Article

Examining the Prevalence of Diminished Capacity.

Published in:

Journal of Financial Planning, 2022, p. 62

By:

Heye, Chris

Publication type:

Article

The Intersection of Health and Wealth: An Opportunity for Advisers to Deepen Relationships and Extend Their Services.

Published in:

Journal of Financial Planning, 2021, v. 34, n. 7, p. 62

By:

Lawlor, Sean

Publication type:

Article

What Good Planners Need to Do in the Digital Age.

Published in:: Journal of Financial Planning, 2019, v. 32, n. 1, p. 15
Publication type:: Article

Best of Both Worlds: Human and Machine.

Published in:: Journal of Financial Planning, 2018, v. 31, n. 3, p. 16
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

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

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

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

LA RESPONSABILIDAD CIVIL DEL PRODUCTOR ASESOR DE SEGUROS. MARCO REGULATORIO APLICABLE EN ARGENTINA.

Published in:

Revista Ibero-Latinoamericana de Seguros, 2022, v. 31, n. 56, p. 149, doi. 10.11144/Javeriana.ris56.rcpa

By:

COMPIANI, MARÍA FABIANA

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

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

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

Financial Technology and Islamic Insurance: The Saudi Context.

Published in:

Scientific Journal of King Faisal University, Humanities & Management Sciences, 2023, v. 24, n. 2, p. 49, doi. 10.37575/h/mng/220039

By:

Altwijry, Othman;
Mohammed, Mustafa Omar;
Alshammari, Ahmad Alrazni

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

Fintech and Financial Inclusion in Southeast Asia and India.

Published in:: Asian Economic Policy Review, 2022, v. 17, n. 2, p. 183, doi. 10.1111/aepr.12379
Publication type:: Article

Incremental multiple kernel extreme learning machine and its application in Robo-advisors.

Published in:

Soft Computing - A Fusion of Foundations, Methodologies & Applications, 2018, v. 22, n. 11, p. 3507, doi. 10.1007/s00500-018-3031-2

By:

Xue, Jingming;
Liu, Qiang;
Li, Miaomiao;
Liu, Xinwang;
Ye, Yongkai;
Wang, Siqi;
Yin, Jianping

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

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

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

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

Adoption of Fintech and Mobile Banking in Darbhanga, Bihar: An Empirical Analysis.

Published in:

Finance India, 2023, v. 37, n. 3, p. 881

By:

KUMARI, ALKA;
GARG, VIKAS;
MANNA, RESHMI

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

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

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