Robo-Advisors Today and Tomorrow: Investment Advice Is Just an App Away

A Grealish, PN Kolm - Grealish, Adam and Kolm, Petter N.,'Robo …, 2021 - papers.ssrn.com
Over the past decade robo-advisors have gone from offerings from a handful of start-ups to
an established and fast growing segment of the wealth management industry. Robo …

Customized Risk Analysis through Dynamic Factor Definitions

J Guijarro-Ordonez, M van Beek… - The Journal of …, 2023 - pm-research.com
The Journal of Portfolio Management | Portfolio Management Research Skip to main content
Portfolio Management Research Logo Main navigation Topics All Topics Portfolio Management …

WEALTH

JLP BRUNEL, H KATZ, G TOMASULO… - The Journal of …, 2007 - search.proquest.com
“We discussed how advisory in the US misses the mark when it comes to extolling the best
practices offamilies, who are intentional about investing their family name with “symbolic …