The Research on the Future Trend of the Robot Advisory in Taiwan Wealth Management Industry

碩士 === 國立臺灣師範大學 === 高階經理人企業管理碩士在職專班(EMBA) === 106 === Robot-Advisory is a computing system that integrates big data for artificial intelligence, uses modern investment portfolio theory to analyze machine learning, automates calculations, and provides advice on combinations. Since 2008, the U.S. and...

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Bibliographic Details
Main Authors: Chen, Yi-Ju, 陳怡汝
Other Authors: Chou, De-Wai
Format: Others
Language:zh-TW
Online Access:http://ndltd.ncl.edu.tw/handle/fecamh
Description
Summary:碩士 === 國立臺灣師範大學 === 高階經理人企業管理碩士在職專班(EMBA) === 106 === Robot-Advisory is a computing system that integrates big data for artificial intelligence, uses modern investment portfolio theory to analyze machine learning, automates calculations, and provides advice on combinations. Since 2008, the U.S. and Europe have established intelligent wealth management companies that provide online asset management value-added services and collect relevant fees. The value-added services of online professional investment consultants have rapidly emerged. In 2015, the concept of smart financial management was introduced to Taiwan for the first time and achieved rapid development, which caused the financial industry's attention. This study applies smart money management to domestic and foreign markets, analyzes the value of developing smart money management in Taiwan, and looks ahead to the future development trend. This study believes that the development of smart financial management in a retail market dominated by individual households can provide a wealth of product value-added services, provide investors with professional advice, and make objective investment decisions, and guide investors to construct correct investment ideas and promote favorable investment. Mechanized and profitable from the stock market, but the innovative business of smart financial management also requires regulatory agencies to develop appropriate regulatory measures and to prevent risk management. With the continuous innovation and development of today’s smart technologies, robotics research is also developing in full swing. In the field of investment consultants, robot finance has emerged, and smart computers and other mobile smart terminals have been used as financial tools. Therefore, people also call it “ Smart financial management." Since the birth of smart financial management, continuous improvement has been made in the development process. However, considering it as an emerging industry, there are still deficiencies in smart financial supervision. Therefore, this study will use analysis to study the current development of smart financial management and provide insights on how to effectively manage smart financial management.