1. Introduction1.1. Research background: Service robots in financial advisory services. Artificial Intelligence (AI)-empowered financial advisory services (i.e.: robo-advisors) have been investigated and discussed by researchers from different aspects and disciplines, constituting a wide range of knowledge regarding their emergence, evolvement, implementation, design, and application.
Literature Review on the Role of Financial Advisors in ...
This paper provides a longitudinal case study based on robo-advisors and behavioural financial decision-making process by investors, because the notion that those behavioural financial decisions ...
The Impact of Using a Financial Advisor on Financial Success
Financial decision making is a complex process that various factors can influence. Financial decision making can be affected by factors or predictors such as having a financialadvisor, income, education, age, gender, marital status, ethnicity, employment status, and dependents (Scholz et al., 2021). A considerable amount of prior research
Financial planning: A research agenda for the next decade
We provide an informed discussion about challenges, opportunities and the future of research and practice in the field of financial planning over the next 10 years. As editors of Financial Planning Review , using a mix-methods approach and a survey of subject-matter expert views, we outline what we believe are some of the future key themes of ...
What Drives Growth for Financial Advisors? Evidence from a ...
Abstract. This paper uses one of the largest surveys of financialadvisors to shed light on the key drivers of advisory firm growth. Firms offering a larger variety of services, such as education planning and account aggregation, experience a significantly higher growth in assets under management (AUM), revenue, and clients.
The Role of Financial Advisors in Shaping Investment Beliefs
The presence of financialadvisors may also influence individuals’ investment beliefs. The use of financialadvisors has been associated with participation in equity markets (Georgarakos & Inderst, 2014). Linnainmaa et al. (2021) show that a household’s likelihood of owning investment assets increases by
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1. Introduction1.1. Research background: Service robots in financial advisory services. Artificial Intelligence (AI)-empowered financial advisory services (i.e.: robo-advisors) have been investigated and discussed by researchers from different aspects and disciplines, constituting a wide range of knowledge regarding their emergence, evolvement, implementation, design, and application.
This paper provides a longitudinal case study based on robo-advisors and behavioural financial decision-making process by investors, because the notion that those behavioural financial decisions ...
Financial decision making is a complex process that various factors can influence. Financial decision making can be affected by factors or predictors such as having a financial advisor, income, education, age, gender, marital status, ethnicity, employment status, and dependents (Scholz et al., 2021). A considerable amount of prior research
We provide an informed discussion about challenges, opportunities and the future of research and practice in the field of financial planning over the next 10 years. As editors of Financial Planning Review , using a mix-methods approach and a survey of subject-matter expert views, we outline what we believe are some of the future key themes of ...
Abstract. This paper uses one of the largest surveys of financial advisors to shed light on the key drivers of advisory firm growth. Firms offering a larger variety of services, such as education planning and account aggregation, experience a significantly higher growth in assets under management (AUM), revenue, and clients.
The presence of financial advisors may also influence individuals’ investment beliefs. The use of financial advisors has been associated with participation in equity markets (Georgarakos & Inderst, 2014). Linnainmaa et al. (2021) show that a household’s likelihood of owning investment assets increases by