Introducing Robo Advisory Services in AI Risks Knowledge Base - the ultimate solution for navigating the complex world of AI risks.
Our comprehensive dataset of 1514 prioritized requirements, solutions, benefits, results, and case studies is designed to guide professionals towards better decision-making in the rapidly evolving field of AI.
As AI continues to revolutionize industries, it′s crucial for businesses and individuals to stay ahead of the game and mitigate potential risks.
That′s why we have created a cutting-edge Robo Advisory Services knowledge base that covers everything you need to know about AI risks.
Our dataset is unlike any other in the market, as it has been carefully curated and organized to address the urgency and scope of different AI risk scenarios.
No more sifting through endless information and wasting precious time - our database streamlines the process and gets you the results you need, fast.
But what truly sets us apart from competitors and alternatives is our focus on professionals.
Our Robo Advisory Services in AI Risks Knowledge Base is specifically designed for business leaders, data analysts, and risk managers who are looking for a reliable source of information to navigate the complex landscape of AI risks.
With our product, you′ll have access to a vast range of use cases and case studies, providing real-life examples of how companies have successfully navigated AI risks.
This makes our knowledge base a valuable tool for any business looking to harness the power of AI while minimizing potential risks.
And the best part? Our product is DIY and affordable, making it accessible for businesses of all sizes.
You no longer need to rely on expensive consultants or outdated sources of information.
Our Robo Advisory Services in AI Risks Knowledge Base puts the power back in your hands.
We understand that every business is unique, which is why our product offers a detailed specification overview to help you find exactly what you need.
Whether you′re looking for specific solutions or want to explore the broader risks and benefits of AI, our dataset has it all.
Not only does our product provide unparalleled insights into AI risks, but it also offers a wide range of benefits.
From increasing efficiency and minimizing risks to improving decision-making and staying ahead of competitors, our Robo Advisory Services in AI Risks Knowledge Base is an essential tool for any business that wants to thrive in the age of AI.
We have extensively researched and analyzed AI risks to ensure that our dataset is accurate, relevant, and up-to-date.
With our product, you can trust that you are getting the most comprehensive and reliable information available.
So why wait? Empower your business with the knowledge and tools to navigate AI risks successfully.
With a one-time cost, our Robo Advisory Services in AI Risks Knowledge Base is an affordable investment that will yield long-term benefits.
Don′t miss out on the opportunity to stay ahead of the curve and protect your business.
Try it now and see the results for yourself.
How long do you believe it takes to develop roboadvisory capabilities/services for your firm?
Robo Advisory Services
Robo advisory services involve using automated technology to provide investment advice and manage client portfolios. The time it takes for a firm to develop these capabilities and incorporate them into their services can vary depending on their resources and strategic goals.
1. Regular auditing and testing to ensure system accuracy and identify potential issues.
(Ensures reliability and prevents harmful errors in robo-advisory system)
2. Implementation of stringent security protocols to protect against data breaches and hacking.
(Protects sensitive client information and maintains trust in the firm)
3. Employing human oversight and intervention to review and validate recommendations made by robo-advisors.
(Prevents harmful or biased decision-making by the AI system)
4. Incorporating ethical and moral standards into the programming and decision-making processes of robo-advisors.
(Promotes responsible and fair actions by the AI system)
5. Continuous monitoring and updating of the robo-advisory system to keep up with evolving technologies and regulations.
(Ensures effectiveness and compliance with industry standards)
6. Collaborating with experts in the field of AI and risk management to develop and improve robo-advisory capabilities.
(Increases knowledge and expertise in maintaining AI systems)
7. Providing transparent communication to clients about the use of robo-advisors and their limitations.
(Increases trust and transparency in the firm′s services)
8. Conducting thorough research and analysis to identify potential risks and threats posed by AI implementation in the financial industry.
(Proactively mitigates potential harms and minimizes risks)
9. Establishing clear guidelines and protocols for responding to and addressing errors or failures in the robo-advisory system.
(Ensures swift and effective responses to potential issues)
10. Educating and training employees on the proper handling and utilization of robo-advisory tools to maximize their benefits and minimize their risks.
(Increases efficiency and promotes responsible use of AI technology)
CONTROL QUESTION: How long do you believe it takes to develop roboadvisory capabilities/services for the firm?
Big Hairy Audacious Goal (BHAG) for 10 years from now:
In 10 years, our goal for Robo Advisory Services is to become the leading provider of personalized, AI-powered investment advice and wealth management solutions.
We envision a future where our roboadvisory services have evolved beyond basic asset allocation and portfolio rebalancing to incorporate advanced features such as machine learning algorithms, natural language processing, and behavioral finance insights.
We aim to be at the forefront of technological advancements in the financial industry, constantly innovating and improving our services to meet the changing needs and expectations of our clients.
We believe it will take us approximately 5-7 years to fully develop and implement these advanced roboadvisory capabilities, with continuous improvements and updates thereafter.
Our ultimate goal is to empower our clients with cutting-edge technology and data-driven insights, making investing and managing their wealth effortless and accessible to everyone. We are committed to revolutionizing the way people think about and approach their finances, and we are confident that this ambitious goal can be achieved within the next decade.
"I am thoroughly impressed by the quality of the prioritized recommendations in this dataset. It has made a significant impact on the efficiency of my work. Highly recommended for professionals in any field."
Introduction:
The rise of technology has disrupted the financial industry, and one of the most significant disruptions is the emergence of robo advisory services. Robo advisory services are automated investment platforms that use algorithms and digital tools to deliver financial advice and investment management services to clients. These services have become increasingly popular due to their lower fees, accessibility, and convenience compared to traditional financial advisors.
Client Situation:
XYZ Financial Services is a leading wealth management firm that provides comprehensive financial planning and investment management services to high-net-worth individuals. The firm has recognized the shift in consumer preferences towards digital solutions and wants to develop robo advisory capabilities to cater to this growing segment of the market. However, the firm lacks the expertise and resources to develop these capabilities in-house and has decided to partner with external consultants to achieve its objective.
Consulting Methodology:
To address the client′s situation, our consulting team has adopted a phased approach to develop robo advisory services for XYZ Financial Services. The methodology consists of four phases: Discovery, Planning, Implementation, and Review.
Discovery Phase:
The first phase of the project involved understanding the client′s business model, target market, and competitive landscape. This phase also included conducting a feasibility study to determine the viability of introducing robo advisory services to the firm.
The key deliverables of this phase were a market analysis report, a competitive analysis report, and a feasibility study report. These reports provided insights into the potential of robo advisory services for XYZ Financial Services and identified any potential challenges or roadblocks that the firm may face.
Planning Phase:
Based on the findings from the discovery phase, our consulting team developed a comprehensive plan to develop robo advisory capabilities for XYZ Financial Services. This phase included defining the target market, selecting the appropriate technology platform, designing the investment portfolios, and developing the necessary legal and compliance framework.
The deliverables of this phase were a project plan, a technology platform selection report, an investment portfolio design report, and a legal and compliance framework report. These reports served as a roadmap for the implementation phase.
Implementation Phase:
The implementation phase involved setting up the technology platform, developing and testing the algorithms, and launching the robo advisory services. Our consulting team worked closely with the firm′s IT department to ensure the smooth integration of the new technology with the existing systems.
The deliverables of this phase were the launch of the robo advisory platform, the user interface design, and the training of the firm′s employees on how to use the platform to cater to clients effectively.
Review Phase:
The final phase of the project involved monitoring and reviewing the performance of the robo advisory services. Our consulting team set up key performance indicators (KPIs) to assess the success of the new services. These KPIs included the number of clients onboarded, the assets under management, profitability, and client satisfaction.
Challenges:
Several challenges were encountered during the project, such as resistance from the firm′s traditional financial advisors, data privacy concerns, and regulatory compliance issues. Our consulting team was able to address these challenges by involving all stakeholders in the planning and implementation phases and developing a comprehensive legal and compliance framework that adhered to all applicable regulations.
Management Considerations:
One of the critical management considerations while developing robo advisory services is the cost-benefit analysis. The initial investment in setting up these services can be significant; however, the potential for long-term cost savings and increased revenue cannot be ignored. Another consideration is the potential impact on existing client relationships. XYZ Financial Services had to communicate the introduction of robo advisory services clearly to its existing clients and assure them that it would not replace traditional financial advisors but provide an additional option for investment management.
Conclusion:
In conclusion, the development of robo advisory capabilities for XYZ Financial Services took approximately six months, with an additional three months for the review phase. The project was a success, and the firm was able to attract a new segment of clients and increase its assets under management. Our consulting team provided the necessary expertise and guidance to ensure a smooth and successful implementation of robo advisory services. As technology continues to evolve, we believe that financial firms like XYZ Financial Services should continuously invest in developing and enhancing their robo advisory capabilities to maintain their competitive edge in the market.
References:
1. BCG (2017), Global Asset Management 2020: Taking Aim at Value, BCG Focus. Retrieved from https://www.bcg.com/publications/2017/global-asset-management-2020-taking-aim-value.aspx
2. McKinsey & Company (2019), Digital Wealth Management: Navigating the Future, McKinsey & Company. Retrieved from https://www.mckinsey.com/industries/financial-services/our-insights/digital-wealth-management-navigating-the-future
3. PwC (2016), Robo-advising: A game changer in wealth management, PwC Reports. Retrieved from https://www.pwc.com/us/en/financial-services/fintech/assets/pwc-robo-advising.pdf
Our comprehensive dataset of 1514 prioritized requirements, solutions, benefits, results, and case studies is designed to guide professionals towards better decision-making in the rapidly evolving field of AI.
As AI continues to revolutionize industries, it′s crucial for businesses and individuals to stay ahead of the game and mitigate potential risks.
That′s why we have created a cutting-edge Robo Advisory Services knowledge base that covers everything you need to know about AI risks.
Our dataset is unlike any other in the market, as it has been carefully curated and organized to address the urgency and scope of different AI risk scenarios.
No more sifting through endless information and wasting precious time - our database streamlines the process and gets you the results you need, fast.
But what truly sets us apart from competitors and alternatives is our focus on professionals.
Our Robo Advisory Services in AI Risks Knowledge Base is specifically designed for business leaders, data analysts, and risk managers who are looking for a reliable source of information to navigate the complex landscape of AI risks.
With our product, you′ll have access to a vast range of use cases and case studies, providing real-life examples of how companies have successfully navigated AI risks.
This makes our knowledge base a valuable tool for any business looking to harness the power of AI while minimizing potential risks.
And the best part? Our product is DIY and affordable, making it accessible for businesses of all sizes.
You no longer need to rely on expensive consultants or outdated sources of information.
Our Robo Advisory Services in AI Risks Knowledge Base puts the power back in your hands.
We understand that every business is unique, which is why our product offers a detailed specification overview to help you find exactly what you need.
Whether you′re looking for specific solutions or want to explore the broader risks and benefits of AI, our dataset has it all.
Not only does our product provide unparalleled insights into AI risks, but it also offers a wide range of benefits.
From increasing efficiency and minimizing risks to improving decision-making and staying ahead of competitors, our Robo Advisory Services in AI Risks Knowledge Base is an essential tool for any business that wants to thrive in the age of AI.
We have extensively researched and analyzed AI risks to ensure that our dataset is accurate, relevant, and up-to-date.
With our product, you can trust that you are getting the most comprehensive and reliable information available.
So why wait? Empower your business with the knowledge and tools to navigate AI risks successfully.
With a one-time cost, our Robo Advisory Services in AI Risks Knowledge Base is an affordable investment that will yield long-term benefits.
Don′t miss out on the opportunity to stay ahead of the curve and protect your business.
Try it now and see the results for yourself.
Discover Insights, Make Informed Decisions, and Stay Ahead of the Curve:
Key Features:
Comprehensive set of 1514 prioritized Robo Advisory Services requirements. - Extensive coverage of 292 Robo Advisory Services topic scopes.
- In-depth analysis of 292 Robo Advisory Services step-by-step solutions, benefits, BHAGs.
- Detailed examination of 292 Robo Advisory Services case studies and use cases.
- Digital download upon purchase.
- Enjoy lifetime document updates included with your purchase.
- Benefit from a fully editable and customizable Excel format.
- Trusted and utilized by over 10,000 organizations.
- Covering: Adaptive Processes, Top Management, AI Ethics Training, Artificial Intelligence In Healthcare, Risk Intelligence Platform, Future Applications, Virtual Reality, Excellence In Execution, Social Manipulation, Wealth Management Solutions, Outcome Measurement, Internet Connected Devices, Auditing Process, Job Redesign, Privacy Policy, Economic Inequality, Existential Risk, Human Replacement, Legal Implications, Media Platforms, Time series prediction, Big Data Insights, Predictive Risk Assessment, Data Classification, Artificial Intelligence Training, Identified Risks, Regulatory Frameworks, Exploitation Of Vulnerabilities, Data Driven Investments, Operational Intelligence, Implementation Planning, Cloud Computing, AI Surveillance, Data compression, Social Stratification, Artificial General Intelligence, AI Technologies, False Sense Of Security, Robo Advisory Services, Autonomous Robots, Data Analysis, Discount Rate, Machine Translation, Natural Language Processing, Smart Risk Management, Cybersecurity defense, AI Governance Framework, AI Regulation, Data Protection Impact Assessments, Technological Singularity, Automated Decision, Responsible Use Of AI, Algorithm Bias, Continually Improving, Regulate AI, Predictive Analytics, Machine Vision, Cognitive Automation, Research Activities, Privacy Regulations, Fraud prevention, Cyber Threats, Data Completeness, Healthcare Applications, Infrastructure Management, Cognitive Computing, Smart Contract Technology, AI Objectives, Identification Systems, Documented Information, Future AI, Network optimization, Psychological Manipulation, Artificial Intelligence in Government, Process Improvement Tools, Quality Assurance, Supporting Innovation, Transparency Mechanisms, Lack Of Diversity, Loss Of Control, Governance Framework, Learning Organizations, Safety Concerns, Supplier Management, Algorithmic art, Policing Systems, Data Ethics, Adaptive Systems, Lack Of Accountability, Privacy Invasion, Machine Learning, Computer Vision, Anti Social Behavior, Automated Planning, Autonomous Systems, Data Regulation, Control System Artificial Intelligence, AI Ethics, Predictive Modeling, Business Continuity, Anomaly Detection, Inadequate Training, AI in Risk Assessment, Project Planning, Source Licenses, Power Imbalance, Pattern Recognition, Information Requirements, Governance And Risk Management, Machine Data Analytics, Data Science, Ensuring Safety, Generative Art, Carbon Emissions, Financial Collapse, Data generation, Personalized marketing, Recognition Systems, AI Products, Automated Decision-making, AI Development, Labour Productivity, Artificial Intelligence Integration, Algorithmic Risk Management, Data Protection, Data Legislation, Cutting-edge Tech, Conformity Assessment, Job Displacement, AI Agency, AI Compliance, Manipulation Of Information, Consumer Protection, Fraud Risk Management, Automated Reasoning, Data Ownership, Ethics in AI, Governance risk policies, Virtual Assistants, Innovation Risks, Cybersecurity Threats, AI Standards, Governance risk frameworks, Improved Efficiencies, Lack Of Emotional Intelligence, Liability Issues, Impact On Education System, Augmented Reality, Accountability Measures, Expert Systems, Autonomous Weapons, Risk Intelligence, Regulatory Compliance, Machine Perception, Advanced Risk Management, AI and diversity, Social Segregation, AI Governance, Risk Management, Artificial Intelligence in IoT, Managing AI, Interference With Human Rights, Invasion Of Privacy, Model Fairness, Artificial Intelligence in Robotics, Predictive Algorithms, Artificial Intelligence Algorithms, Resistance To Change, Privacy Protection, Autonomous Vehicles, Artificial Intelligence Applications, Data Innovation, Project Coordination, Internal Audit, Biometrics Authentication, Lack Of Regulations, Product Safety, AI Oversight, AI Risk, Risk Assessment Technology, Financial Market Automation, Artificial Intelligence Security, Market Surveillance, Emerging Technologies, Mass Surveillance, Transfer Of Decision Making, AI Applications, Market Trends, Surveillance Authorities, Test AI, Financial portfolio management, Intellectual Property Protection, Healthcare Exclusion, Hacking Vulnerabilities, Artificial Intelligence, Sentiment Analysis, Human AI Interaction, AI System, Cutting Edge Technology, Trustworthy Leadership, Policy Guidelines, Management Processes, Automated Decision Making, Source Code, Diversity In Technology Development, Ethical risks, Ethical Dilemmas, AI Risks, Digital Ethics, Low Cost Solutions, Legal Liability, Data Breaches, Real Time Market Analysis, Artificial Intelligence Threats, Artificial Intelligence And Privacy, Business Processes, Data Protection Laws, Interested Parties, Digital Divide, Privacy Impact Assessment, Knowledge Discovery, Risk Assessment, Worker Management, Trust And Transparency, Security Measures, Smart Cities, Using AI, Job Automation, Human Error, Artificial Superintelligence, Automated Trading, Technology Regulation, Regulatory Policies, Human Oversight, Safety Regulations, Game development, Compromised Privacy Laws, Risk Mitigation, Artificial Intelligence in Legal, Lack Of Transparency, Public Trust, Risk Systems, AI Policy, Data Mining, Transparency Requirements, Privacy Laws, Governing Body, Artificial Intelligence Testing, App Updates, Control Management, Artificial Intelligence Challenges, Intelligence Assessment, Platform Design, Expensive Technology, Genetic Algorithms, Relevance Assessment, AI Transparency, Financial Data Analysis, Big Data, Organizational Objectives, Resource Allocation, Misuse Of Data, Data Privacy, Transparency Obligations, Safety Legislation, Bias In Training Data, Inclusion Measures, Requirements Gathering, Natural Language Understanding, Automation In Finance, Health Risks, Unintended Consequences, Social Media Analysis, Data Sharing, Net Neutrality, Intelligence Use, Artificial intelligence in the workplace, AI Risk Management, Social Robotics, Protection Policy, Implementation Challenges, Ethical Standards, Responsibility Issues, Monopoly Of Power, Algorithmic trading, Risk Practices, Virtual Customer Services, Security Risk Assessment Tools, Legal Framework, Surveillance Society, Decision Support, Responsible Artificial Intelligence
Robo Advisory Services Assessment Dataset - Utilization, Solutions, Advantages, BHAG (Big Hairy Audacious Goal):
Robo Advisory Services
Robo advisory services involve using automated technology to provide investment advice and manage client portfolios. The time it takes for a firm to develop these capabilities and incorporate them into their services can vary depending on their resources and strategic goals.
1. Regular auditing and testing to ensure system accuracy and identify potential issues.
(Ensures reliability and prevents harmful errors in robo-advisory system)
2. Implementation of stringent security protocols to protect against data breaches and hacking.
(Protects sensitive client information and maintains trust in the firm)
3. Employing human oversight and intervention to review and validate recommendations made by robo-advisors.
(Prevents harmful or biased decision-making by the AI system)
4. Incorporating ethical and moral standards into the programming and decision-making processes of robo-advisors.
(Promotes responsible and fair actions by the AI system)
5. Continuous monitoring and updating of the robo-advisory system to keep up with evolving technologies and regulations.
(Ensures effectiveness and compliance with industry standards)
6. Collaborating with experts in the field of AI and risk management to develop and improve robo-advisory capabilities.
(Increases knowledge and expertise in maintaining AI systems)
7. Providing transparent communication to clients about the use of robo-advisors and their limitations.
(Increases trust and transparency in the firm′s services)
8. Conducting thorough research and analysis to identify potential risks and threats posed by AI implementation in the financial industry.
(Proactively mitigates potential harms and minimizes risks)
9. Establishing clear guidelines and protocols for responding to and addressing errors or failures in the robo-advisory system.
(Ensures swift and effective responses to potential issues)
10. Educating and training employees on the proper handling and utilization of robo-advisory tools to maximize their benefits and minimize their risks.
(Increases efficiency and promotes responsible use of AI technology)
CONTROL QUESTION: How long do you believe it takes to develop roboadvisory capabilities/services for the firm?
Big Hairy Audacious Goal (BHAG) for 10 years from now:
In 10 years, our goal for Robo Advisory Services is to become the leading provider of personalized, AI-powered investment advice and wealth management solutions.
We envision a future where our roboadvisory services have evolved beyond basic asset allocation and portfolio rebalancing to incorporate advanced features such as machine learning algorithms, natural language processing, and behavioral finance insights.
We aim to be at the forefront of technological advancements in the financial industry, constantly innovating and improving our services to meet the changing needs and expectations of our clients.
We believe it will take us approximately 5-7 years to fully develop and implement these advanced roboadvisory capabilities, with continuous improvements and updates thereafter.
Our ultimate goal is to empower our clients with cutting-edge technology and data-driven insights, making investing and managing their wealth effortless and accessible to everyone. We are committed to revolutionizing the way people think about and approach their finances, and we are confident that this ambitious goal can be achieved within the next decade.
Customer Testimonials:
"I am thoroughly impressed by the quality of the prioritized recommendations in this dataset. It has made a significant impact on the efficiency of my work. Highly recommended for professionals in any field."
"This dataset is a goldmine for researchers. It covers a wide array of topics, and the inclusion of historical data adds significant value. Truly impressed!"
"The data is clean, organized, and easy to access. I was able to import it into my workflow seamlessly and start seeing results immediately."
Robo Advisory Services Case Study/Use Case example - How to use:
Introduction:
The rise of technology has disrupted the financial industry, and one of the most significant disruptions is the emergence of robo advisory services. Robo advisory services are automated investment platforms that use algorithms and digital tools to deliver financial advice and investment management services to clients. These services have become increasingly popular due to their lower fees, accessibility, and convenience compared to traditional financial advisors.
Client Situation:
XYZ Financial Services is a leading wealth management firm that provides comprehensive financial planning and investment management services to high-net-worth individuals. The firm has recognized the shift in consumer preferences towards digital solutions and wants to develop robo advisory capabilities to cater to this growing segment of the market. However, the firm lacks the expertise and resources to develop these capabilities in-house and has decided to partner with external consultants to achieve its objective.
Consulting Methodology:
To address the client′s situation, our consulting team has adopted a phased approach to develop robo advisory services for XYZ Financial Services. The methodology consists of four phases: Discovery, Planning, Implementation, and Review.
Discovery Phase:
The first phase of the project involved understanding the client′s business model, target market, and competitive landscape. This phase also included conducting a feasibility study to determine the viability of introducing robo advisory services to the firm.
The key deliverables of this phase were a market analysis report, a competitive analysis report, and a feasibility study report. These reports provided insights into the potential of robo advisory services for XYZ Financial Services and identified any potential challenges or roadblocks that the firm may face.
Planning Phase:
Based on the findings from the discovery phase, our consulting team developed a comprehensive plan to develop robo advisory capabilities for XYZ Financial Services. This phase included defining the target market, selecting the appropriate technology platform, designing the investment portfolios, and developing the necessary legal and compliance framework.
The deliverables of this phase were a project plan, a technology platform selection report, an investment portfolio design report, and a legal and compliance framework report. These reports served as a roadmap for the implementation phase.
Implementation Phase:
The implementation phase involved setting up the technology platform, developing and testing the algorithms, and launching the robo advisory services. Our consulting team worked closely with the firm′s IT department to ensure the smooth integration of the new technology with the existing systems.
The deliverables of this phase were the launch of the robo advisory platform, the user interface design, and the training of the firm′s employees on how to use the platform to cater to clients effectively.
Review Phase:
The final phase of the project involved monitoring and reviewing the performance of the robo advisory services. Our consulting team set up key performance indicators (KPIs) to assess the success of the new services. These KPIs included the number of clients onboarded, the assets under management, profitability, and client satisfaction.
Challenges:
Several challenges were encountered during the project, such as resistance from the firm′s traditional financial advisors, data privacy concerns, and regulatory compliance issues. Our consulting team was able to address these challenges by involving all stakeholders in the planning and implementation phases and developing a comprehensive legal and compliance framework that adhered to all applicable regulations.
Management Considerations:
One of the critical management considerations while developing robo advisory services is the cost-benefit analysis. The initial investment in setting up these services can be significant; however, the potential for long-term cost savings and increased revenue cannot be ignored. Another consideration is the potential impact on existing client relationships. XYZ Financial Services had to communicate the introduction of robo advisory services clearly to its existing clients and assure them that it would not replace traditional financial advisors but provide an additional option for investment management.
Conclusion:
In conclusion, the development of robo advisory capabilities for XYZ Financial Services took approximately six months, with an additional three months for the review phase. The project was a success, and the firm was able to attract a new segment of clients and increase its assets under management. Our consulting team provided the necessary expertise and guidance to ensure a smooth and successful implementation of robo advisory services. As technology continues to evolve, we believe that financial firms like XYZ Financial Services should continuously invest in developing and enhancing their robo advisory capabilities to maintain their competitive edge in the market.
References:
1. BCG (2017), Global Asset Management 2020: Taking Aim at Value, BCG Focus. Retrieved from https://www.bcg.com/publications/2017/global-asset-management-2020-taking-aim-value.aspx
2. McKinsey & Company (2019), Digital Wealth Management: Navigating the Future, McKinsey & Company. Retrieved from https://www.mckinsey.com/industries/financial-services/our-insights/digital-wealth-management-navigating-the-future
3. PwC (2016), Robo-advising: A game changer in wealth management, PwC Reports. Retrieved from https://www.pwc.com/us/en/financial-services/fintech/assets/pwc-robo-advising.pdf
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