"Essential elements in robo advisory" - china venture capital journal, 2018 Spring edition
现在以智慧科技辅助管理财富,就像以往折扣券商用电子交易平台在散户市场中,逐渐蚕食个人经纪的市场一样,将成为新常态。 传统的基金公司将专门化成为智能投资平台的产品的供货商,而智能投顾平台则成为提供投资顾问及投资管理的平台。笔者对智慧理财顾问行业的发展也不是全无顾虑的。
Technologies are now employed in wealth management markets, like what technologies were employed in electronic trading platforms at discount brokers to replace some human securities brokers in the past.
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