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Robo-Advising

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May 1, 2024 3 minute read

Robo-advising is a subset of financial technology that uses algorithms to automate the process of providing financial advice. Robo-advisors typically offer a range of services, including investment management, retirement planning, and tax optimization. They are designed to make financial advice more accessible and affordable, particularly for those who may not have the time or resources to work with a traditional financial advisor.

History of Robo-Advising

Path to Robo-Advising

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We've curated four courses to help you on your path to Robo-Advising. Use these to develop your skills, build background knowledge, and put what you learn to practice.

Sorted from most relevant to least relevant:

Lending, Crowdfunding, and Modern Investing

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FinTech: Foundations, Payments, and Regulations

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투자 기술의 혁신: AI

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Fintech: AI & Machine Learning in the Financial Industry

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Reading list

We've selected four books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Robo-Advising.

A Computational Approach to Statistical Learning

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Provides a comprehensive overview of machine learning techniques for robo-advising. It covers a wide range of topics, from supervised learning to unsupervised learning.

A Computational Approach to Statistical Learning

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A Computational Approach to Statistical Learning

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Systematic Trading

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Covers the fundamentals of algorithmic trading and robo-advising. It provides a step-by-step guide to developing and implementing your own trading algorithms.

Ernst and Young's Personal Financial Planning Guide

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This report provides an overview of the robo-advising industry. It covers the key trends and challenges shaping the industry, as well as the potential impact of robo-advisors on the financial advice landscape.

Ernst & Young's Personal Financial Planning Guide...

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Ernst & Young's Personal Financial Planning Guide:...

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Ernst & Young's Personal Financial Planning Guide...

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Determinants of Investment Behavior

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This paper provides a brief overview of robo-advisors. It covers the basics of robo-advising, as well as some of the challenges and opportunities associated with this new technology.

Determinants of Investment Behavior

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Determinants of Investment Behavior

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Table of Contents

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