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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


Benefit Plan Cybersecurity Considerations: A Recordkeeper and Plan Perspective

Timothy Rouse, David N. Levine, Allison Itami, and Benjamin Taylor

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/9780198845553.003.0006
Subject:
Business and Management, Pensions and Pension Management, Innovation

The U.S. has no comprehensive national law governing cybersecurity and no uniform framework for measuring the effectiveness of protections, though retirement plan record keepers maintain the ... More


Designing for Older Adults: Overcoming Barriers to a Supportive, Safe, and Healthy Retirement

Cosmin Munteanu, Benett Axtell, Hiba Rafih, Amna Liaqat, and Yomna Aly

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/9780198845553.003.0007
Subject:
Business and Management, Pensions and Pension Management, Innovation

Older adults (65+) are at increasing risk of being ‘digitally marginalized’ due to lower tech savviness, social isolation, and few peers who can provide the needed input. As a consequence, some ... More


The Big Spenddown: Digital Investment Advice and Decumulation

Steven Polansky, Peter Chandler, and Gary R. Mottola

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/9780198845553.003.0008
Subject:
Business and Management, Pensions and Pension Management, Innovation

Digital investment advice providers have traditionally focused on the process of assets accumulation. But as Baby Boomers and Gen Xers age, they will need to shift from accumulation to decumulation, ... More


Behavioral Finance, Decumulation, and the Regulatory Strategy for Robo-Advice

Tom Baker and Benedict Dellaert

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/9780198845553.003.0009
Subject:
Business and Management, Pensions and Pension Management, Innovation

This chapter examines the regulatory and market structure concerns raised by automated financial advisors, and arrives at two conclusions. First, the principles-based regulatory approach of the 1940 ... More


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