MIT Sloan Management Review Article on Could the Big Technology Companies of Today Be the Financial Advisers of Tomorrow?

Although traditional financial services companies now offer mass-market financial advice via “robo-advisers,” average U.S. customers seeking investment advice are still underserved — and platform-based digital powerhouses like Amazon are taking notice.

About the Author

Luis Viceira is the George E. Bates Professor of Finance at Harvard Business School and is cochair of the CFA Institute Investment Management program for asset managers. Peter Nolan is an associate working in institutional investment management. Terrance Rogers (@terrance_rogers) is an investment banking associate in New York City, where he focuses on mergers and acquisitions across a variety of industries. Anthony Runco is a professional engineer and a practicing technology investment banker in San Francisco. This paper was originally written as part of a Harvard Business School thesis during the spring semester of 2017. The ideas herein do not reflect the advice or beliefs of any corporation.

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