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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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Lending, Crowdfunding, and Modern Investing

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FinTech: Foundations, Payments, and Regulations

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Fintech: AI & Machine Learning in the Financial Industry

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Reading list

We've selected one 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.

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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