Technological Prisms: A Configurational Analysis of Robo-Advice Beliefs, Adoption, and Incumbent Adaptation in the Financial Advice Sector

Explore a 50-minute lecture by Andrew Sarta from York University on the configurational analysis of robo-advice beliefs, adoption, and incumbent adaptation in the financial advice sector. Delve into the complex interplay between technological innovation and established practices in wealth management. Gain insights into how robo-advice is reshaping the financial landscape and how incumbent firms are responding to this disruptive technology. Examine the factors influencing adoption rates and beliefs surrounding automated financial advice systems. Part of the Fields Institute's "Fields CFI Workshop on Quantitative Methods for Wealth Management," this talk offers a comprehensive look at the evolving dynamics of the financial advice industry in the face of technological advancement.