Robo-advice in personal financial planning

Krzysztof Waliszewski

Abstract

The observed increase in solutions using modern technologies in personal finance (fin-tech, financial technology) in the case of financial advisory services takes the form of robo- advisors. The aim of the article is to present the essence and principles of modern technological solutions in financial consulting with an attempt to answer the question of whether robo-advisor threaten traditional financial advisers, and what will be their probable role in the future. The hypothesis of the article is as follows - robo-advisor does not supplant the traditional financial advisors, but will coexist with them, and their role will increase, but it is ultimately the customer will decide the use of whose advisory services - modern technology and traditional contact with humans.
Author Krzysztof Waliszewski (WE / KB)
Krzysztof Waliszewski,,
- Department of Banking
Pages560-566
Publication size in sheets0.5
Book Sborník příspěvků z mezinárodní vědecké konference MMK 2016 Mezinárodní Masarykova konference pro doktorandy a mladé vědecké pracovníky, 2016, Magnanimitas, ISBN 978-80-87952-17-7, 1858 p.
Keywords in Englishrobo-advice, robo-advisors, investment management
URL http://www.vedeckekonference.cz/library/proceedings/mmk_2016.pdf
Languageen angielski
Score (nominal)0
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