Forecasting the future of robo advisory: A three-stage Delphi study on economic, technological, and societal implications

V Tiberius, R Gojowy, M Dabić - Technological forecasting and social …, 2022 - Elsevier
Robo advisors represent a digital financial advice solution challenging traditional wealth
and asset management, investment advice, retirement planning, and tax-loss harvesting …

Can robo advisors expedite carbon transitions? Evidence from automated funds

S Shan, M Umar, N Mirza - Technological Forecasting and Social Change, 2022 - Elsevier
When it comes to making comparisons with traditional funds, it has been observed that Robo
advisers have emerged as a viable alternative that imposes a substantially lesser load on …

Financial advice, literacy, inclusion and risk tolerance: The moderating effect of uncertainty avoidance

G Çera, KA Khan, Z Rowland, HNR Ribeiro - 2021 - otik.uk.zcu.cz
The aim of this paper is to investigate the determinants of financial advice with a special
focus on the cultural role in the influence of risk tolerance on seeking advice for financial …

[HTML][HTML] The influence of three digital divide levels on financial advisor demand and engagement among Chinese residents: An investigation based on China

P Li, Q Li, X Li - Journal of Innovation & Knowledge, 2024 - Elsevier
In the era of advancing digital transformation, the impact of the digital divide on residents'
financial behavior has garnered considerable attention, yet there exists a gap in …

Prediction of robo-advisory acceptance in banking services using tree-based algorithms

W Orzeszko, D Piotrowski - Plos one, 2024 - journals.plos.org
The banking sector is increasingly recognising the need to implement robo-advisory. The
introduction of this service may lead to increased efficiency of banks, improved quality of …

[HTML][HTML] Latent class choice models with an error structure: Investigating potential unobserved associations between latent segmentation and behavior generation

SH Kim, PL Mokhtarian - Journal of choice modelling, 2024 - Elsevier
Latent class choice modeling has gained great popularity in the transportation and choice
modeling communities across the years. However, discussion of principles associated with …

Defaults, disclosures, advice and calculators: One size does not fit all

N Wang-Ly, H Bateman, I Dobrescu, BR Newell… - Journal of Behavioral …, 2022 - Elsevier
The effect of regulatory standards regarding the presentation of investment products on
financial behavior is poorly understood. In two incentivized online experiments (N= 2,221) …

PERSONALITY, FINANCIAL LITERACY, AND FINANCIAL ADVICE-SEEKING IN THE MIDST OF A PANDEMIC

TC PHAN, VM NGO, L Van LE… - International Journal of …, 2024 - agbioforum.org
This research endeavours to enhance comprehension regarding the financial advice-
seeking behaviours of stock investors, with a particular emphasis on the tumultuous context …

Factors That Influence Consumers in Using Online Investment Platforms-Systematic Literature Review

A Arfina, H Juwitasary… - … Conference on Information …, 2023 - ieeexplore.ieee.org
Technology has advanced to the point where investing activities can be done online. People
are encouraged to use online platforms for investing because the process is easy and …

[PDF][PDF] Mismatch between investor preferences and financial services/products

G Tian, W Wu - Economic research-Ekonomska istraživanja, 2022 - hrcak.srce.hr
In a major peer-to-peer (P. 2. P.) lending market in China, we observe that some investors
choose not to use auto-investment service and stick to time-consuming manual investment …