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The Emergence of the Robo-Advisor

Jill E. Fisch, Marion Labouré, and John A. Turner

in The Disruptive Impact of FinTech on Retirement Systems

Published in print:
2019
Published Online:
October 2019
ISBN:
9780198845553
eISBN:
9780191880728
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/oso/9780198845553.003.0002
Subject:
Business and Management, Pensions and Pension Management, Innovation

Robo-advisors are online services that use computer algorithms to provide financial advice and manage customers’ investment portfolios. This chapter describes the development of the robo-advisor ... More


The Transformation of Investment Advice: Digital Investment Advisors as Fiduciaries

Jennifer L. Klass and Eric L. Perelman

in The Disruptive Impact of FinTech on Retirement Systems

Published in print:
2019
Published Online:
October 2019
ISBN:
9780198845553
eISBN:
9780191880728
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/oso/9780198845553.003.0003
Subject:
Business and Management, Pensions and Pension Management, Innovation

It is not surprising that the investing public seeks accessible, low-cost, and reliable advice. This chapter discusses how digital, or robo-advisors have triggered a dramatic upheaval in how ... More


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