FinTech innovation : (Record no. 643526)
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| 000 -LEADER | |
|---|---|
| fixed length control field | 07007cam a2200601Mi 4500 |
| 005 - DATE AND TIME OF LATEST TRANSACTION | |
| control field | 20250919132327.0 |
| 006 - FIXED-LENGTH DATA ELEMENTS--ADDITIONAL MATERIAL CHARACTERISTICS | |
| fixed length control field | m o d |
| 007 - PHYSICAL DESCRIPTION FIXED FIELD--GENERAL INFORMATION | |
| fixed length control field | cr nn|---aucuu |
| 008 - FIXED-LENGTH DATA ELEMENTS--GENERAL INFORMATION | |
| fixed length control field | 190918s2016 enk ob 001 0 eng d |
| 020 ## - INTERNATIONAL STANDARD BOOK NUMBER | |
| International Standard Book Number | 9781119227205 |
| Qualifying information | (electronic bk.) |
| 020 ## - INTERNATIONAL STANDARD BOOK NUMBER | |
| International Standard Book Number | 1119227208 |
| Qualifying information | (electronic bk.) |
| 020 ## - INTERNATIONAL STANDARD BOOK NUMBER | |
| International Standard Book Number | 9781119227182 |
| Qualifying information | (electronic bk.) |
| 020 ## - INTERNATIONAL STANDARD BOOK NUMBER | |
| International Standard Book Number | 1119227186 |
| Qualifying information | (electronic bk.) |
| 029 1# - OTHER SYSTEM CONTROL NUMBER (OCLC) | |
| OCLC library identifier | DEBBG |
| System control number | BV043895063 |
| 035 ## - SYSTEM CONTROL NUMBER | |
| System control number | (OCoLC)957125835 |
| 035 ## - SYSTEM CONTROL NUMBER | |
| System control number | (OCoLC)ocn957125835 |
| 039 #9 - LEVEL OF BIBLIOGRAPHIC CONTROL AND CODING DETAIL [OBSOLETE] | |
| Level of rules in bibliographic description | 201911051507 |
| Level of effort used to assign nonsubject heading access points | murni |
| y | 09-18-2019 |
| z | hafiz |
| w | UKM UBCM Wiley MARC (363 titles).mrc |
| x | 144 |
| 040 ## - CATALOGING SOURCE | |
| Original cataloging agency | EBLCP |
| Language of cataloging | eng |
| Description conventions | pn |
| Transcribing agency | EBLCP |
| Modifying agency | DG1 |
| -- | OCLCO |
| -- | OCLCF |
| -- | OCLCO |
| -- | DG1 |
| -- | TOH |
| -- | OCLCQ |
| -- | RECBK |
| 049 ## - LOCAL HOLDINGS (OCLC) | |
| Holding library | MAIN |
| 050 #4 - LIBRARY OF CONGRESS CALL NUMBER | |
| Classification number | HG173 |
| 082 04 - DEWEY DECIMAL CLASSIFICATION NUMBER | |
| Classification number | 332 |
| Edition information | 23 |
| 100 1# - MAIN ENTRY--PERSONAL NAME | |
| Personal name | Sironi, Paolo. |
| 245 10 - TITLE STATEMENT | |
| Title | FinTech innovation : |
| Remainder of title | from robo-advisors to goal based investing and gamification / |
| Statement of responsibility, etc. | Paolo Sironi. |
| 264 #1 - PRODUCTION, PUBLICATION, DISTRIBUTION, MANUFACTURE, AND COPYRIGHT NOTICE | |
| Place of production, publication, distribution, manufacture | Chichester, West Sussex, United Kingdom : |
| Name of producer, publisher, distributor, manufacturer | Wiley, |
| Date of production, publication, distribution, manufacture, or copyright notice | 2016. |
| 300 ## - PHYSICAL DESCRIPTION | |
| Extent | 1 online resource (183 pages). |
| 336 ## - CONTENT TYPE | |
| Content type term | text |
| Content type code | txt |
| Source | rdacontent |
| 337 ## - MEDIA TYPE | |
| Media type term | computer |
| Media type code | c |
| Source | rdamedia |
| 338 ## - CARRIER TYPE | |
| Carrier type term | online resource |
| Carrier type code | cr |
| Source | rdacarrier |
| 490 1# - SERIES STATEMENT | |
| Series statement | The Wiley Finance Series |
| 500 ## - GENERAL NOTE | |
| General note | 7.5 Main Traits of Probabilistic Scenario Optimization. |
| 504 ## - BIBLIOGRAPHY, ETC. NOTE | |
| Bibliography, etc. note | Includes bibliographical references and index. |
| 505 0# - FORMATTED CONTENTS NOTE | |
| Formatted contents note | Series Page; Title Page; Copyright; Dedication; Preface; Organization of the Book; Acknowledgments; About the Author; Part One: Personalize Personal Finance; Chapter 1: The Theory of Innovation: From Robo-Advisors to Goal Based Investing and Gamification; 1.1 Introduction; 1.2 A Vibrant FinTech Ecosystem; 1.3 Some Definitions, Ladies and Gentlemen; 1.4 Personalization is King; 1.5 The Theory of Innovation; 1.6 My Robo-Advisor is an iPod; 1.7 What Incumbents should Consider when Thinking about FinTech Innovation; 1.8 Conclusions; Part Two: Automated Long-Term Investing Means Robo-Technology. |
| 505 8# - FORMATTED CONTENTS NOTE | |
| Formatted contents note | Chapter 2: Robo-Advisors: Neither Robots Nor Advisors2.1 Introduction; 2.2 What is a Robo-Advisor?; 2.3 Automated Digital Businesses for Underserved Markets; 2.4 Passive Investment Management with ETFs; 2.5 Algorithms of Automated Portfolio Rebalancing; 2.6 Personalized Decision-Making, Individual Goals, and Behaviour; 2.7 Single Minded Businesses; 2.8 Principles of Tax-Loss Harvesting; 2.9 Conclusions; Chapter 3: The Transformation of the Supply-Side; 3.1 Introduction; 3.2 The Investment Management Supply-Demand Chain; 3.3 How Intermediaries make Money. |
| 505 8# - FORMATTED CONTENTS NOTE | |
| Formatted contents note | 3.4 Issuers of Direct Claims (Debt Owners)3.5 The Institutionalization of the Private Banking Relationship; 3.6 The Digital Financial Advisor; 3.7 Asset Management is being Disintermediated; 3.8 ETF Providers and the Pyrrhic Victory; 3.9 Vertically Integrated Solutions Challenge Traditional Platforms; 3.10 Conclusions; Chapter 4: Social and Technology Mega Trends Shape a New Family of Taxable Investors; 4.1 Introduction; 4.2 Generational Shift (X, Y, Z, and HENRYs); 4.3 About Transparency, Simplicity, and Trust; 4.4 The Cognitive ERA; 4.5 Conclusions. |
| 505 8# - FORMATTED CONTENTS NOTE | |
| Formatted contents note | Chapter 5: The Industry's Dilemma and the Future of Digital Advice5.1 Introduction; 5.2 Wealth Management Firms: Go Digital or Die; 5.3 Asset Management Firms: Less Passive, More Active; 5.4 Robo-Platforms: Less Transactions, More Portfolios; 5.5 Digital-Advisors: Empowered Customization; 5.6 Robo-Advisors: Be Human, be Virtual, take care of Retirement; 5.7 Conclusions: Clients take Centre Stage, at Last; Part Three: Goal Based Investing is the Spirit of the Industry; Chapter 6: The Principles of Goal Based Investing: Personalize the Investment Experience; 6.1 Introduction. |
| 505 8# - FORMATTED CONTENTS NOTE | |
| Formatted contents note | 6.2 Foundations of Goal Based Investing6.3 About Personal Needs, Goals, and Risks; 6.4 Goal Based Investing Process; 6.5 What Changes in Portfolio Modelling; 6.6 Personal Values; 6.7 Goal Elicitation; 6.8 Goal Priority; 6.9 Time Horizons; 6.10 Risk Tolerance; 6.11 Reporting Goal-Centric Performance; 6.12 Conclusions; Chapter 7: The Investment Journey: From Model Asset Allocations to Goal Based Operational Portfolios; 7.1 Introduction; 7.2 Main Traits of Modern Portfolio Theory; 7.3 Main Traits of Black-Litterman; 7.4 Mean-Variance and Mental Accounts. |
| 520 ## - SUMMARY, ETC. | |
| Summary, etc. | A survival guide for the FinTech era of banking FinTech Innovation examines the rise of financial technology and its growing impact on the global banking industry. Wealth managers are standing at the epicenter of a tectonic shift, as the balance of power between offering and demand undergoes a dramatic upheaval. Regulators are pushing toward a'constrained offering' norm while private clients and independent advisors demand a more proactive role; practitioners need examine this banking evolution in detail to understand the mechanisms at work. This book presents analysis of the current shift and offers clear insight into what happens when established economic interests collide with social transformation. Business models are changing in profound ways, and the impact reaches further than many expect; the democratization of banking is revolutionizing the wealth management industry toward more efficient and client-centric advisory processes, and keeping pace with these changes has become a survival skill for financial advisors around the world. Social media, big data analytics and digital technology are disrupting the banking industry, which many have taken for granted as set in stone. This book shatters that assumption by illustrating the massive changes already underway, and provides thought leader insight into the changes yet to come. -Examine the depth and breadth of financial technology -Learn how regulations are driving changing business models -Discover why investors may become the price-makers -Understand the forces at work behind the rise of FinTech Information asymmetry has dominated the banking industry for centuries, keeping the banknvestor liability neatly aligned-but this is changing, and understanding and preparing for the repercussions must be a top priority for wealth managers everywhere. Financial Innovation shows you where the bar is being re-set and gives you the insight you need to keep up. |
| 588 0# - SOURCE OF DESCRIPTION NOTE | |
| Source of description note | Print version record. |
| 650 #0 - SUBJECT ADDED ENTRY--TOPICAL TERM | |
| Topical term or geographic name entry element | Financial services industry |
| General subdivision | Technological innovations. |
| 650 #0 - SUBJECT ADDED ENTRY--TOPICAL TERM | |
| Topical term or geographic name entry element | Finance |
| General subdivision | Technological innovations. |
| 650 #0 - SUBJECT ADDED ENTRY--TOPICAL TERM | |
| Topical term or geographic name entry element | Financial engineering. |
| 655 #4 - INDEX TERM--GENRE/FORM | |
| Genre/form data or focus term | Electronic books. |
| 773 0# - HOST ITEM ENTRY | |
| Title | Wiley e-books |
| 776 08 - ADDITIONAL PHYSICAL FORM ENTRY | |
| Relationship information | Print version: |
| Main entry heading | Sironi, Paolo. |
| Title | FinTech Innovation : From Robo-Advisors to Goal Based Investing and Gamification. |
| Place, publisher, and date of publication | Somerset : Wiley, ©2016 |
| International Standard Book Number | 9781119226987 |
| 830 #0 - SERIES ADDED ENTRY--UNIFORM TITLE | |
| Uniform title | Wiley finance series. |
| 856 40 - ELECTRONIC LOCATION AND ACCESS | |
| Uniform Resource Identifier | <a href="https://eresourcesptsl.ukm.remotexs.co/user/login?url=https://doi.org/10.1002/9781119227205">https://eresourcesptsl.ukm.remotexs.co/user/login?url=https://doi.org/10.1002/9781119227205</a> |
| Public note | Wiley Online Library |
| 907 ## - LOCAL DATA ELEMENT G, LDG (RLIN) | |
| a | .b16756393 |
| b | 2022-10-23 |
| c | 2019-11-12 |
| 942 ## - ADDED ENTRY ELEMENTS (KOHA) | |
| Suppress in OPAC | No |
| 914 ## - VTLS Number | |
| VTLS Number | vtls003651296 |
| 998 ## - LOCAL CONTROL INFORMATION (RLIN) | |
| Library | |
| Operator's initials, OID (RLIN) | 2019-05-09 |
| Cataloger's initials, CIN (RLIN) | m |
| Material Type (Sierra) | E-Book |
| Language | English |
| Country | |
| -- | 0 |
| -- | .b16756393 |
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