Robo-advisors versus traditional investment advisors: An unequal game

MW Uhl, P Rohner - The Journal of Wealth Management, 2018 - pm-research.com
Robo-advice has become a key buzzword in the financial and technology industries
recently. Robo-advisors are digital wealth management platforms that provide automated …

Perspectives from the literature of private wealth management

WW Jennings, SM Horan… - The Journal of …, 2011 - search.proquest.com
Private wealth management is the investment management specialization focused on high-
net-worth individuals and families. Portfolio design and investment solutions in private …

[BOOK][B] Financial Advice and Investment Decisions: A Manifesto for Change

JW Wilcox, FJ Fabozzi - 2013 - books.google.com
A practical guide to adapting financial advice and investing to a post crisis world There's no
room for" business as usual" in today's investment management environment. Following the …

Rebalancing strategy for stocks and bonds asset allocation

MA Harjoto, FJ Jones - The Journal of Wealth Management, 2006 - search.proquest.com
Given investors myopic loss aversion, this study examines whether investors need to
rebalance their stocks and bonds asset allocations. This paper presents the results of …

Non-Separable Digital Objects as an Alternative Investment

B Faye, E Le Fur - The Journal of Alternative Investments, 2023 - pm-research.com
This article investigates digital objects in video games as an alternative investment from
2015 to 2020. The authors use the Steam Community Market of the Counter-Strike Global …

Goals-Based Investing and JWM: Where They Have Been, Where They Are Headed

FJ Parker - The Journal of Wealth Management, 2023 - pm-research.com
The Journal of Wealth Management has played a key role in supporting research that
benefits individual investors. What began as concern over taxes, has grown into its own …

Constrained optimization for portfolio construction

L Wormald - The Journal of Investing, 2012 - pm-research.com
This article deals with the relationship between conventional shrinkage approaches to the
construction of the covariance matrix for portfolio optimization and the various types of …

Asset allocation theory and practice in Australian investment management

L Santacruz - The Journal of Wealth Management, 2016 - search.proquest.com
Asset allocation is the decision on how much of the investment portfolio to place in each of
the broad asset classes (ie, cash, fixed-interest securities, property, equities). It is a key …

Toward a Literature of Wealth Management

WW Jennings - The Journal of Wealth Management, 2023 - pm-research.com
I characterize the wealth management literature that The Journal of Wealth Management
helped define over the last quarter century and then assess its impact. Eight key areas of …

Efficient Routines for CDO Loss Calculations

JM Pimbley - The Journal of Structured Finance, 2020 - pm-research.com
We revive, discuss, and improve upon the excellent earlier work of Hull and White in
efficiently building iterative loss distributions for debt portfolios of structured finance …