Tech & Advice Delivery Research Papers

Wednesday, September 27, 2023

2:15 PM – 3:15 PM MST

Location: PCC: North 222 AB

Papers Presented:
Comparative Perspectives on Virtual Financial Planning;
Authors: Nathan Collier, Jason Anderson, Darin Carroll, Megan McCoy

Robo-advisory: complements or substitutes traditional financial planning?;
Authors: Xinye Cao, Laura de Zwaan, Victor Wong