Essays about: "Financial Advisor"

Showing result 1 - 5 of 52 essays containing the words Financial Advisor.

1. 1. Optimizing Digital Transformation : Strategies for Private Banking in the Age of Technology

   University essay from Uppsala universitet/Företagsekonomiska institutionen

   Author : Rasmus Jämterud; Henrik Widell; [2024]
   Keywords : Private banking; Digital tools in banking; Banking industry trends; Relationship marketing; Technology acceptance model TAM ; Customer experience management CEM ;

   Abstract : This thesis delves into the digital transformation of private banking, emphasizing the challenge of balancing technology with the personalized service that high-net-worth clients expect. Employing frameworks like Relationship Marketing, the Technology Acceptance Model, and Customer Experience Management, it examines the integration and impact of digital tools on client relationships and operational efficiency in private banking. READ MORE

3. 2. The future financial advisor - A qualitative study examining how the emergence of robo advisory services are reshaping the role of the financial advisor

   University essay from Handelshögskolan i Stockholm/Institutionen för marknadsföring och strategi

   Author : Alva Wiksten; Hanna Meesenburg; [2022]
   Keywords : Robo advisory services; Financial advisors; Transformation of employee roles;

   Abstract : With the acceleration of technological innovation and the exceeding use of artificial intelligence, conditions in the labour markets are changing and employee roles are being transformed. The assets under management for robo advisory services are continuing to grow in size. READ MORE

4. 3. Robo-Advisor portfolioperformance : Studying the effects of building an efficientportfolio from Value at Risk, ExpectedShortfall and Mean-Variance optimization

   University essay from Blekinge Tekniska Högskola/Institutionen för industriell ekonomi

   Author : Tobias Brännvall; Stella El Masry; [2022]
   Keywords : Fintech; Robo-advisory; Innovation;

   Abstract : In this research we conduct an in-depth examination of the several financial theories as well asevaluating different implementations of a hypothetical Robo-advisor and the correspondingperformance under market stress (COVID-19). Thus, we contribute a view on Robo-advisors’ benefitsand limitations, providing a foundation for better understanding its potential. READ MORE

5. 4. Understanding the Implications of Sustainability Inclusion : A Case Study of the Role of the Financial Advisor and Sustainability

   University essay from KTH/Industriell ekonomi och organisation (Inst.)

   Author : Rebecca Larsson; Linnea Månsson; [2021]
   Keywords : Advisor role; EU action plan on sustainable; fiduciary duty; financial advisor; MiFID II; retail clients; sustainable finance; sustainable investing; sustainability preferences.; Rådgivarrollen; EU:s handlingsplan för hållbar tillväxt; god rådgivningssed; finansiell rådgivare; MiFID II; privatkunder; hållbar ekonomi; hållbara investeringar; hållbarhets-preferenser;

   Abstract : The role of the financial advisor is subject to fiduciary duty, which means that the advisor always should act in the best interest of the client and has traditionally referred to the financial aspects. Finance is now experiencing a revolution, where the concept of sustainable finance is on the agenda of many actors when the sustainability amendments to MiFID II entered into force, as part of the EU Action Plan on Sustainable Finance. READ MORE

6. 5. Using a Hidden Markov Model as a Financial Advisor

   University essay from KTH/Skolan för elektroteknik och datavetenskap (EECS)

   Author : Emil Lindqvist; Robert Andersson; [2021]
   Keywords : hidden markov models; stock market prediction;

   Abstract : People have been trying to predict the stock marketsince its inception and financial investors have made it theirprofession. What makes predicting the stock market such ahard task is its seemingly random dependency on everythingfrom Elon Musks tweets to future earnings. READ MORE