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Robo-Advisors and Wealth Management

Kokfai Phoon and Francis Koh
The Journal of Alternative Investments Winter 2018, 20 (3) 79-94; DOI: https://doi.org/10.3905/jai.2018.20.3.079
Kokfai Phoon
is an associate professor at the Singapore University of Social Sciences (SUSS) in Singapore
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Francis Koh
is a professor at the Singapore Management University (SMU) in Singapore
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Article Information

vol. 20 no. 3 79-94
DOI 
https://doi.org/10.3905/jai.2018.20.3.079

Published By 
Pageant Media Ltd
Print ISSN 
1520-3255
Online ISSN 
2168-8435
History 
  • Published online December 21, 2017.

Copyright & Usage 
© 2018 Pageant Media Ltd

Author Information

  1. Kokfai Phoon
    1. is an associate professor at the Singapore University of Social Sciences (SUSS) in Singapore. (kfphoon{at}suss.edu.sg)
  2. Francis Koh
    1. is a professor at the Singapore Management University (SMU) in Singapore. (franciskoh{at}smu.edu.sg)
  1. To order reprints of this article, please contact David Rowe at drowe{at}iijournals.com or 212-224-3045.
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The Journal of Alternative Investments: 20 (3)
The Journal of Alternative Investments
Vol. 20, Issue 3
Winter 2018
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Robo-Advisors and Wealth Management
Kokfai Phoon, Francis Koh
The Journal of Alternative Investments Dec 2017, 20 (3) 79-94; DOI: 10.3905/jai.2018.20.3.079

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Robo-Advisors and Wealth Management
Kokfai Phoon, Francis Koh
The Journal of Alternative Investments Dec 2017, 20 (3) 79-94; DOI: 10.3905/jai.2018.20.3.079
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  • Article
    • Abstract
    • ROBO-ADVISORS
    • ASIAN ROBO-ADVISORS
    • GENERIC WORKFLOW
    • BETTERMENT (U.S.)
    • WEALTHFRONT (U.S.)
    • VANGUARD (U.S.)
    • NUTMEG (U.K.)
    • CLIPPER ADVISOR (CHINA)
    • YOUYU (HONG KONG)
    • BAMBU/CROSSBRIDGE CAPITAL (SINGAPORE)
    • A SUMMARY OF THE KEY CHARACTERISTICS OF ROBO-ADVISORS
    • THE BURNMARK DATABASE
    • WEALTH MANAGEMENT FOR PRIVATE CLIENTS
    • POTENTIAL FOR ROBO-ADVICE
    • LICENSING OF ROBO-ADVISORS IN SINGAPORE
    • A CONCLUDING NOTE
    • APPENDIX
    • ENDNOTES
    • REFERENCES
  • Info & Metrics
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  • PDF (Subscribers Only)

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