Master Thesis Online
Quels sont les outils digitaux de conseils en investissement souhaités par les CGP en Europe ?
Timmermans, Basil 
Promotor(s) :
Bodson, Laurent
Date of defense : 24-Jun-2019 • Permalink : http://hdl.handle.net/2268.2/6330
Details
| Title : | Quels sont les outils digitaux de conseils en investissement souhaités par les CGP en Europe ? |
| Translated title : | [fr] QUELS SONT LES OUTILS DIGITAUX DE CONSEILS EN INVESTISSEMENT SOUHAITÉS PAR LES CGP EN EUROPE ? |
| Author : | Timmermans, Basil
|
| Date of defense : | 24-Jun-2019 |
| Advisor(s) : | Bodson, Laurent
|
| Committee's member(s) : | Hübner, Georges
Tardieu, Sylvie |
| Language : | French |
| Number of pages : | 110 |
| Keywords : | [fr] CGP [fr] IFA [fr] financial advisor [fr] digital tool [fr] robo-advisor [fr] market financial advisor |
| Discipline(s) : | Business & economic sciences > Finance |
| Institution(s) : | Université de Liège, Liège, Belgique |
| Degree: | Master en sciences de gestion, à finalité spécialisée en management général (Horaire décalé) |
| Faculty: | Master thesis of the HEC-Ecole de gestion de l'Université de Liège |
Abstract
[fr] The objective of this master’s thesis is to provide a better understanding of the profession of financial advisor. In particular, on the different types of services offered by a financial advisor. How does a counseling session take place with a customer?
Then, this study focuses on software tools used in the context of investment advice. It shows that some aspects of software do not completely satisfy advisors. As a result, a series of enhancements are proposed to improve the tools used in the context of investment advice. Finally, a critical look is made about the possibility of using a robot-advisor instead of a human advisor.
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