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
|Item type||Home library||Call number||URL||Status||Notes||Date due||Barcode||Item reserves|
|Book||Australia||615.25 SIR 2016 (Browse shelf)||Not for loan||CA010207|
|EBook||International||ProQuest eBook (Browse shelf)||Link to resource||eBook||Available as an ebook here|
|Book||New Zealand||615.25 FIN (Browse shelf)||Not for loan||CA009529|
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.