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Automated investment managers, or robo-advisors, have emerged as an alternative to traditional financial advisors. The viability of robo-advisors crucially depends on their ability to offer personalized financial advice. We introduce a…

Portfolio Management · Quantitative Finance 2020-11-25 Agostino Capponi , Sveinn Olafsson , Thaleia Zariphopoulou

This online-vignette study investigates the impact of certification and verification as measures for quality assurance of AI on trust and use of a robo-advisor. Confronting 520 participants with an imaginary situation where they were using…

Human-Computer Interaction · Computer Science 2025-09-11 Alina Tausch , Magdalena Wischnewski , Mustafa Yalciner , Daniel Neider

Artificial intelligence (AI) is transforming financial planning by expanding access, lowering costs, and enabling dynamic, data-driven advice. Yet without clear safeguards, digital platforms risk reproducing longstanding market…

General Economics · Economics 2025-09-15 Runhuan Feng , Hong Li , Ming Liu

We introduce a reinforcement learning framework for retail robo-advising. The robo-advisor does not know the investor's risk preference, but learns it over time by observing her portfolio choices in different market environments. We develop…

Portfolio Management · Quantitative Finance 2020-04-16 Humoud Alsabah , Agostino Capponi , Octavio Ruiz Lacedelli , Matt Stern

Machine Learning (ML) has been embraced as a powerful tool by the financial industry, with notable applications spreading in various domains including investment management. In this work, we propose a full-cycle data-driven investment…

Portfolio Management · Quantitative Finance 2021-05-20 Haoran Wang , Shi Yu

The outlook for the future of artificial intelligence (AI) in the financial sector, especially in financial forecasting, the challenges and implications. The dynamics of AI technology, including deep learning, reinforcement learning, and…

Statistical Finance · Quantitative Finance 2024-11-22 Shuochen Bi , Tingting Deng , Jue Xiao

In the last few years, the financial advisory industry has been impacted by the emergence of digitalization and robo-advisors. This phenomenon affects major financial services, including wealth management, employee savings plans, asset…

Portfolio Management · Quantitative Finance 2019-02-21 Thibault Bourgeron , Edmond Lezmi , Thierry Roncalli

This paper summarizes the most cogent advantages and risks associated with Artificial Intelligence from an in-depth review of the literature. Then the authors synthesize the salient risk-related models currently being used in AI, technology…

Computers and Society · Computer Science 2024-06-19 Richard Fulton , Diane Fulton , Nate Hayes , Susan Kaplan

Robo-advisors (RAs) are cost-effective, bias-resistant alternatives to human financial advisors, yet adoption remains limited. While prior research has examined user interactions with RAs, less is known about how individuals interpret RA…

Human-Computer Interaction · Computer Science 2025-10-03 Hasan Mahmud , Najmul Islam , Satish Krishnan

The Artificial Intelligence paradigm (hereinafter referred to as "AI") builds on the analysis of data able, among other things, to snap pictures of the individuals' behaviors and preferences. Such data represent the most valuable currency…

General Economics · Economics 2019-04-30 Otello Ardovino , Jacopo Arpetti , Marco Delmastro

In recent years, a wide range of investment models have been created using artificial intelligence. Automatic trading by artificial intelligence can expand the range of trading methods, such as by conferring the ability to operate 24 hours…

Trading and Market Microstructure · Quantitative Finance 2021-12-17 Koya Ishikawa , Kazuhide Nakata

Artificial intelligence (AI) can undermine financial stability because of malicious use, misinformation, misalignment, and the AI analytics market structure. The low frequency and uniqueness of financial crises, coupled with mutable and…

General Economics · Economics 2024-06-07 Jon Danielsson , Andreas Uthemann

The rapid adoption of artificial intelligence (AI) poses new and poorly understood threats to financial stability. We use a game-theoretic model to analyse the stability impact of AI, finding that it amplifies existing financial system…

General Economics · Economics 2025-07-08 Jon Danielsson , Andreas Uthemann

The emergence of agentic artificial intelligence (AI) represents a fundamental transformation in financial markets, characterized by autonomous systems capable of reasoning, planning, and adaptive decision-making with minimal human…

Recent developments in artificial intelligence (AI) have permeated through an array of different immersive environments, including virtual, augmented, and mixed realities. AI brings a wealth of potential that centers on its ability to…

Human-Computer Interaction · Computer Science 2024-05-10 Wangfan Li , Rohit Mallick , Carlos Toxtli-Hernandez , Christopher Flathmann , Nathan J. McNeese

Amid ongoing policy and managerial debates on keeping humans in the loop of AI decision-making, we investigate whether human involvement in AI-based service production benefits downstream consumers. Partnering with a large savings bank in…

General Economics · Economics 2025-06-05 Cathy , Yang , Kevin Bauer , Xitong Li , Oliver Hinz

In today's world, with the rise of numerous social platforms, it has become relatively easy for anyone to spread false information and lure people into traps. Fraudulent schemes and traps are growing rapidly in the investment world. Due to…

Artificial Intelligence · Computer Science 2023-08-23 Prabh Simran Singh Baweja , Orathai Sangpetch , Akkarit Sangpetch

Artificial Intelligence is one of the most significant and prominent technological innovations which has reshaped all aspects of human life on the lines of ease from magnitudes like shopping, data collection, driving, everyday life, medical…

Human-Computer Interaction · Computer Science 2022-12-26 Meenu Varghese , Satheesh Raj , Vigneshwaran Venkatesh

Organizations investing in artificial intelligence face a fundamental challenge: traditional return on investment calculations fail to capture the dual nature of AI implementations, which simultaneously reduce certain operational risks…

Computers and Society · Computer Science 2025-12-01 Hernan Huwyler

This paper investigates the impact of objective financial knowledge, confidence in one's financial skills, and digital financial literacy on individuals' decisions to seek financial advice from robo-advice platforms. Using microdata from…

General Economics · Economics 2025-05-30 David Aristei , Manuela Gallo
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