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Fintech innovation : from robo-advisors to goal based investing and gamification / by Paolo Sironi

By: Sironi, Paolo.
Publisher: Chichester, U.K. : Wiley, 2016Description: xxi, 157 p. : ill. 24 cm.ISBN: 9781119226987.Subject(s): Financial advisory services | Artificial intelligence | Information technology | InvestmentsOnline resources: Download as an eBook
Contents:
PERSONALIZE PERSONAL FINANCE: The theory of innovation - from robo-advisors to goal based investing and gamification. AUTOMATED LONG-TERM INVESTING MEANS ROBO-TECHNOLOGY: Robo-advisors - neither robots nor advisors -- The transformation of the supply side -- Social and technology mega trends shape a new family of taxable investors -- The industry's dilemma and the future of digital advice. GOAL BASED INVESTING IS THE SPIRIT OF THE INDUSTRY: The principles of goal based investing - personalize the investment experience -- The investment journey - from model asset allocations to goal based operational portfolios -- Goal based investing and gamification.
Summary: Examines how financial technology is revolutionising investment management. Discusses robo-advisers and how human financial advisers can optimize their businesses in response to regulations, customer demand and technology. Explains fintech innovation, goal-based investing and the relevance of gamification to investing.
Item type Home library Call number URL Status Notes Date due Item reserves
Book Book Australia
615.25 SIR 2016 (Browse shelf) Available
EBook EBook International
EBL Ebook (Browse shelf) Link to resource eBook Available as an ebook here
Book Book New Zealand
615.25 FIN (Browse shelf) Available
Total holds: 0

PERSONALIZE PERSONAL FINANCE: The theory of innovation - from robo-advisors to goal based investing and gamification. AUTOMATED LONG-TERM INVESTING MEANS ROBO-TECHNOLOGY: Robo-advisors - neither robots nor advisors -- The transformation of the supply side -- Social and technology mega trends shape a new family of taxable investors -- The industry's dilemma and the future of digital advice. GOAL BASED INVESTING IS THE SPIRIT OF THE INDUSTRY: The principles of goal based investing - personalize the investment experience -- The investment journey - from model asset allocations to goal based operational portfolios -- Goal based investing and gamification.

Examines how financial technology is revolutionising investment management. Discusses robo-advisers and how human financial advisers can optimize their businesses in response to regulations, customer demand and technology. Explains fintech innovation, goal-based investing and the relevance of gamification to investing.

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