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 …
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 …
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 …
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 …
rebalance their stocks and bonds asset allocations. This paper presents the results of …
Non-Separable Digital Objects as an Alternative Investment
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 …
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 …
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 …
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 …
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 …
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 …
efficiently building iterative loss distributions for debt portfolios of structured finance …