Wealth Management in Times of Robo: Towards Hybrid Human-Machine Interactions

9 Pages Posted: 6 Nov 2019

See all articles by Dimitrios Salampasis

Dimitrios Salampasis

Swinburne Business School, Swinburne University of Technology

Anne-Laure Mention

Royal Melbourne Institute of Technolog (RMIT University) - Faculty of Business; Singapore University of Social Sciences; Tampere University of Technology

Alexander O Kaiser

Swinburne Universityy of Technology / AGSE Australian Graduate School of Entrepreneurship; Haute école de gestion (HEG) de Fribourg

Date Written: October 31, 2017

Abstract

Breakthrough technological developments are grounded to disruptive business models that are leading foundational changes within the financial services industry. In this frame of reference, wealth management is experiencing transformational forces reaching the fundamental core function of the business, redefining existing narratives and practices. Advisory services in management wealth are deeply embedded within a human-to-human interaction and robo-advising is going to augment the existing value chain leading to the creation of a hybrid advisory model for complex investment portfolios. Therefore, the fundamental question is not about ‘either or’ but ‘together for’…

Keywords: WealthTech, Robo-Advisors, FinTech, Wealth Management

Suggested Citation

Salampasis, Dimitrios and Mention, Anne-Laure and Kaiser, Alexander O, Wealth Management in Times of Robo: Towards Hybrid Human-Machine Interactions (October 31, 2017). Available at SSRN: https://ssrn.com/abstract=3111996 or http://dx.doi.org/10.2139/ssrn.3111996

Dimitrios Salampasis (Contact Author)

Swinburne Business School, Swinburne University of Technology ( email )

Cnr Wakefield and William Streets, Hawthorn Victor
3122 Victoria, Victoria 3122
Australia

HOME PAGE: http://www.swinburne.edu.au/

Anne-Laure Mention

Royal Melbourne Institute of Technolog (RMIT University) - Faculty of Business ( email )

GPO Box 2476V
Melbourne 3001, Victoria
Australia

Singapore University of Social Sciences ( email )

461 Clementi Road
599491
Singapore

Tampere University of Technology ( email )

P.O. 541, Korkeakoulunkatu 8 (Festia building)
Tampere, FI-33101
Finland

Alexander O Kaiser

Swinburne Universityy of Technology / AGSE Australian Graduate School of Entrepreneurship ( email )

Cnr Wakefield and William Streets, Hawthorn Victor
Melbourne, Victoria 3122
Australia

Haute école de gestion (HEG) de Fribourg ( email )

Chemin du Musée 4
Fribourg, 1700
Switzerland

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