Robo-advice has become a key buzzword in the financial and technology industries
recently. Robo-advisors are digital wealth management platforms that provide automated …

Over the past decade robo-advisors have gone from offerings from a handful of start-ups to
an established and fast growing segment of the wealth management industry. Robo …

Add Value to any Client's Portfolio With Tax-Saving Strategies" Bill Reichenstein and William
Jennings are two of the industry's very few true pioneers. This book should be on the short …

This article investigates digital objects in video games as an alternative investment from
2015 to 2020. The authors use the Steam Community Market of the Counter-Strike Global …

This article deals with the relationship between conventional shrinkage approaches to the
construction of the covariance matrix for portfolio optimization and the various types of …

Asset allocation is the decision on how much of the investment portfolio to place in each of
the broad asset classes (ie, cash, fixed-interest securities, property, equities). It is a key …

I characterize the wealth management literature that The Journal of Wealth Management
helped define over the last quarter century and then assess its impact. Eight key areas of …

This article challenges two aspects of the traditional approach to calculating a family's asset
allocation. First, it emphasizes the need to distinguish between before-tax and after-tax …

We propose a dynamic portfolio optimization procedure which uses markets to predict asset
returns as well as risks. Differing from other approaches to outperformance, we couch this …

In an era defined by fast-paced technological advancements and the expansion of AI-based
solutions, the traditional financial advisory field is reshaping. A FinTech innovation, robo …