| Summary: | 碩士 === 東吳大學 === 企業管理學系 === 106 === This study focuses on the integration between Robo-Advisor, Consultant and investors using Hybrid Robo Advisory. The empirical results, Robo-Advisor is highly valued by investors who have high risk tolerance in effectively controlling the risk of fluctuations in investment value.
Hybrid Robo Advisory combines the control ability of Robo-advisor in the risk of investment value fluctuation, and also grasps the service customer group of the Consultant on the hierarchical layer of wealth management VIP customers. Based on the findings of the empirical results, the research object's adoption of Hybrid Robo Advisory is greater than the individual adoption of Robo-advisor and Consultant. The Flash Crash influences does not exist for Robo Adviosr, Consultant and hybrid Robo Adviosry in asset operation security and using trust.
This study suggests that if Hybrid Robo Advisory is used as the basis for the development of Financial Technology Wealth Management Business in the domestic financial banking industry, in addition to combining Traditional Wealth Management and Robo-advisor, the service efficiency of the Consultant can be improved by the customer service provided by each Professional Consultant, the market information provided by the Hybrid-mode Information Technology system, or the consultation of the Consultant, allowing him to independently handle the investment target or adjust the investment portfolio.
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