FinTech Innovation: From Robo-Advisors to Goal Based Investing and Gamification (The Wiley Finance Series) 1st Edition, Kindle Edition
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From the Inside Flap
Praise for FinTech Innovation
"The wealth management industry is being redefined as we speak. While robo-advice will drastically change how financial institutions serve mass-affluent clients, goals-based wealth management is becoming the golden standard for high-net-worth firms. Paolo Sironi's book provides a holistic and comprehensive look at these complex industry changes."
Alois Pirker, Research Director, Aite Group
"FinTech Innovation is a FinTech survival guide for anybody who manages, invests or saves money. Disruption in Asset Management is coming fast and this book highlights how to benefit from innovation such as Robo-Advisory and Goal Based Investing. This is a must-read book by Paolo Sironi, a global FinTech Thought Leader!"
Susanne Chishti, CEO, FINTECH Circle; Chairman, FINTECH Circle Innovate; Co-Editor, The FINTECH Book
"This is a thoughtful and superbly executed look at how financial technology has brought welcome changes to the world of investment management. This is essential reading not only for next generation investors but all investors who want to fully understand how money their money will be managed going forward."
Mark Landis, Founding Partner, Wavelength Capital Management LLC
"Paolo Sironi succinctly captures FinTech's role in the escalating disintermediation of the Wealth Management industry, while offering a logical rationale for what may lie directly ahead. The convergence of investment advice and planning via potential real-life simulations will create a new path for Global Wealth Managers. Goal Based Investing may very well offer regulatory and revenue solutions for a rapidly changing industry."
Mark Cipollina, Executive Director, Head of Investment Advisory UK, Standard Chartered Bank
"This book presents a bold new vision on Fintech and Goal Based Investing! Just in time for the largest wealth transfer in history. Goal Based Investing and FinTech solutions are in the minds of every millennial and baby boomer who is millennially-minded."
April Rudin, CEO/Founder, The Rudin Group
"It's simple. If you want to know what the future holds for wealth management, ask Paolo Sironi. His latest book presents a personal vision of financial advice that all market participants must heed to stay relevant, and ultimately to stay in business."
Aki Ranin, FinTech blogger and Entrepreneur --This text refers to the hardcover edition.
From the Back Cover
Innovation in financial technology has only begun to disrupt the wealth management industry, and is leading to a tectonic shift whereby investors and tech-savvy financial advisors can become the new price-makers in the global democratization of banking. FinTech Innovation delves deep beyond simply describing the disruption examining, in detail, the underlying processes to illuminate exactly what is happening and why it's happening so that you can engage with and thrive in the new marketplace.
Through a behind-the-scenes look at Robo- Advisors and their part in the turnkey, low-cost personalization of Goal Based Investing, this cutting-edge guide opens a tangible path for using technology to gain a competitive advantage, establish your value as a human advisor and "rewire" investors' minds to positively engage with investing.
If you want to implement efficient, personalized investing, you want FinTech Innovation at your side.
This authoritative guide from a global expert on quantitative financial analysis and digital technology pulls back the curtain to reveal:
- What Robo-Advisors are today and how they will evolve
- How human financial advisors can optimize their businesses in response to regulations, customer demand and technology
- What gamification has to do with investing, and why it can produce better investors
- Where you need to rethink what you know about investing and let technology do the work.
- ASIN : B01IRXK6CS
- Publisher : Wiley; 1st edition (July 19, 2016)
- Publication date : July 19, 2016
- Language : English
- File size : 3956 KB
- Text-to-Speech : Enabled
- Screen Reader : Supported
- Enhanced typesetting : Enabled
- X-Ray : Not Enabled
- Word Wise : Enabled
- Print length : 171 pages
- Lending : Enabled
- Best Sellers Rank: #1,089,888 in Kindle Store (See Top 100 in Kindle Store)
- Customer Reviews:
Top reviews from the United States
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However, I still find most of the contents in this book very familiar to me already.
Another thing I like less is that certain views are expressed repeatedly in this book and the wording is not concise enough, so certain parts did not quite engage me.
This is a good book for people who don't know much about robo-technology in investment and want to get an overview, but it may seem less helpful to those who already have some knowledge of robo-technology.
I have to say that the book is even better than the speech itself.
This is a top reading for all people who want to understand the massive changes in the banking industry already underway, and learn the thought leader insights for the changes yet to come.
Top reviews from other countries
The book is written by a well known specialist. He has a tendency to use longer and more pompous words than neccessary. But if you need to know about this subject you will be able to get past that. Probably robo-advice will end up being presented to you as real human advice - just like those active managers who are closet trackers to make sure they don't fall too far behind their declared reference index. All we can hope is that the cost of the advice reflects the robo-element.
Although there's little math throughout all pages, not only does the book deliver you a comprehensive view on where the portfolio/asset management industry is moving to, but also gives you a well-detailed introduction of the right quant solution to get there (probabilistic scenario optimisation).
Definitely a good read for both personal and business purposes.