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The Journal of Wealth Management

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Article

Robo-Advisors versus Traditional Investment Advisors: An Unequal Game

Matthias W. Uhl and Philippe Rohner
The Journal of Wealth Management Summer 2018, 21 (1) 44-50; DOI: https://doi.org/10.3905/jwm.2018.21.1.044
Matthias W. Uhl
is a lecturer in the Department of Banking and Finance at the University of Zurich in Zurich, Switzerland
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Philippe Rohner
is a lecturer in the Department of Banking and Finance at the University of Zurich in Zurich, Switzerland
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Abstract

To obtain diversified market exposure, a passive implementation of an investment strategy is generally cheaper, more efficient, and more transparent and thus a preferred way to invest for cost-sensitive clients. Robo-advisors will not only become the preferred investment solution for retail clients but will also gain importance in the affluent and high-net-worth individual segments. Through cooperation with fintech companies or acquisition of innovative technology, robo-advice could become an increasingly important element for traditional banks and wealth managers.

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The Journal of Wealth Management: 21 (1)
The Journal of Wealth Management
Vol. 21, Issue 1
Summer 2018
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Robo-Advisors versus Traditional Investment Advisors: An Unequal Game
Matthias W. Uhl, Philippe Rohner
The Journal of Wealth Management Apr 2018, 21 (1) 44-50; DOI: 10.3905/jwm.2018.21.1.044

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Robo-Advisors versus Traditional Investment Advisors: An Unequal Game
Matthias W. Uhl, Philippe Rohner
The Journal of Wealth Management Apr 2018, 21 (1) 44-50; DOI: 10.3905/jwm.2018.21.1.044
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  • Article
    • Abstract
    • ADVANTAGES OF ROBO-ADVICE
    • COST-EFFICIENT IMPLEMENTATION
    • BEHAVIORAL BIASES ARE COSTLY
    • QUANTIFYING THE OPPORTUNITY COSTS OF TRADITIONAL INVESTMENT SOLUTIONS
    • CONCLUSION
    • ENDNOTES
    • REFERENCES
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