Search Results | Showing 41 - 50 of 90 results for "algorithms" |
| | ... advisers, are subject to the substantive and fiduciary obligations of the Advisers Act. Because robo-advisers rely on algorithms, provide advisory services over the internet, and may offer limited, if any, direct human interaction to their clients, their ... |
| | | ... is that firms need to be accountable in the same way that individuals would be in the event of a significant error. Algorithms and AI are just like any other system; they are an enabler, they are not a replacement for human judgement," Medcraft stated. ... |
| | | ... made unambiguously better-off," he said. Respondents (46%) however, were concerned about automated financial advice algorithms being the biggest risk emanating from robo-advice, followed by mis-selling (30%) and data protection concerns (12%). It is ... |
| | | ... AI-driven portfolios. Robo-advice today (which, Itzkovits was quick to point out is "not AI") uses risk profiles then basic algorithms to set and implement asset allocation by placing clients in a general mandate to match their profile. Robo advice 2.0 ... |
| | | ... Rating Online solution accounts for risk tolerance, suitability, risk capacity and knowledge and experience, while algorithms are re-calibrated regularly to account for changes in investor preferences and biases. In a statement, Oxford Risk said: "Our ... |
| | | ... several risks associated with fintech, including the rise of unlicensed cross-board activity, programming errors in algorithms that underlie automation, and breaches in cyber security. The report also flags the failure of financial firms to "know-the-client" ... |
| | | ... cannibalising existing business or putting traditional financial advisers offside, Cerulli says. "As computers get faster and algorithms get smarter the number of difficult choices will increase, but so will the opportunities," Cerulli's Europe managing ... |
| | | ... clients make the most of their super and investments." TipRanks uses machine learning and natural language processing algorithms to measure the performance of sources giving online investment advice for shares listed on the US markets. Users can view ... |
| | | ... offering, the Provisio module is perfectly suited to accountants because of its ease of use and focus on tax saving algorithms. The development of an integration with Class Super will enable accountants to facilitate rapid engagement, strategy illustration ... |
| | | Liquidnet has launched a new suite of liquidity-focused Asia-Pacific equity algorithms for institutional investors. In a statement, Liquidnet said the new suite "offers enhanced control for buy-side traders giving them the ability to set price limits ... |
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