book
Robo-Advisors: Asesoría automatizada en el mercado de valores
Registro en:
ISBN: 978-958-734-184-8
Autor
Useche, Alejandro J.
Cano, Jeimy J.
Institución
Resumen
In order to contribute to the understanding of the transformations facing the financial advisory activity in a digital environment, AMV and the Universidad del Rosario present this document, which is divided into six parts, as follows: in the first, a contextualization is carried out regulations on advisory services in the Colombian securities market; in the second, a panorama of FinTech is presented in terms of the digital transformation of the financial sector; in the third, the robo-advisors are described as mechanisms of financial advice assisted by information technologies; in the fourth, some regulatory standards are included that have been accepted by different jurisdictions regarding the activity carried out by robo-advisors; in the fifth, figures and trends of the robo-advisors are shown; in the sixth, some final considerations and challenges in the implementation of robo-advisors are raised.