FinTech Innovation: From Robo-Advisors to Goal Based Investing and Gamification (The Wiley Finance Series)
| Author | : | |
| Rating | : | 4.43 (665 Votes) |
| Asin | : | 1119226988 |
| Format Type | : | paperback |
| Number of Pages | : | 180 Pages |
| Publish Date | : | 2017-05-31 |
| Language | : | English |
DESCRIPTION:
Business models are changing in profound ways, and the impact reaches further than many expect; the democratization of banking is revolutionizing the wealth management industry toward more efficient and client-centric advisory processes, and keeping pace with these changes has become a survival skill for financial advisors around the world.Social media, big data analytics and digital technology are disrupting the banking industry, which many have taken for granted as set in stone. This book shatters that assumption by illustrating the massive changes already underway, and provides thought leader insight into the changes yet to come.Examine the depth and breadth o
Jerry floros said Everything you need to know about FinTech innovation and Robo-advisory. The author goes into great detail explaining all there is to know about Robo-Advisory and the future of digital wealth management. To clarify the points made, there are many graphs and illustrations throughout the book and for those who are interested, there are many mathematical formulas detailing various theories relating to "goal based investing" and portfolio balancing. The most interesting observation made by the author is that wealth management has progressed from the exclusive advisory for the select few UHNW (ultra-high. Overpriced brochure. Nothing new. All of this info (speculation really) is free on the internet. Would not recommend.. "A good book but it didn't impress me" according to Fred Zhikang Yu. I am enlightened by a few points the author made in this book, such as the potential of robo-technology disintermediate ETF providers, gamification for educational purpose, and the author's in-depth coverage on goal based investing.However, I still find most of the contents in this book very familiar to me already.Another thing I like less is that certain views are expressed repeatedly in this book and the wording is not concise enough, so certain parts did not quite engage me.This is a good book for people who don't know much
"the only book you need right now on the subject of robo-investment." (QA Financial, September 2016)