J 2023

Robo-advisory as a driving force of the financial market in the light of digitalization?

MRKÝVKA, Petr and Zuzana ŠIKOVÁ

Basic information

Original name

Robo-advisory as a driving force of the financial market in the light of digitalization?

Authors

MRKÝVKA, Petr (203 Czech Republic, belonging to the institution) and Zuzana ŠIKOVÁ (203 Czech Republic, guarantor, belonging to the institution)

Edition

WSB Journal of Business and Finance, Gdansk, WSB Merito University Gdansk, 2023, 2657-4950

Other information

Language

English

Type of outcome

Článek v odborném periodiku

Field of Study

50501 Law

Country of publisher

Poland

Confidentiality degree

není předmětem státního či obchodního tajemství

References:

RIV identification code

RIV/00216224:14220/23:00133033

Organization unit

Faculty of Law

DOI

Keywords in English

Robo-Advisory; Investment Advice; FinTech; MiFID; Portfolio Management

Tags

Tags

International impact, Reviewed
Změněno: 25/3/2024 11:51, Mgr. Petra Georgala

Abstract

V originále

This article deals with the phenomenon of Robo-advisory used in the provision of investment services. It is appropriate to consider the use of this tool from a regulatory perspective, particularly given the widespread use of digital tools in financial markets and the growing interest of users in the digitization of services. Given the rapid development of digitalization, legislation may not always take into account the use of digital tools. Legislative changes may be delayed. The main objective of this article is to analyze Robo-advisory specifically from the perspective of EU regulation. The aim is to confirm or disprove the hypothesis. Based on the analysis, we are then able to look at using Robo-advisory from different perspectives, both practical and regulatory. The analysis also highlights the similarities and differences between traditional and alternative investment service provision.