Research on the Development of Robo-advisory based on Domestic and Foreign Legal Regulations

Abstract

In 2022, the intelligent investment advisory platforms in the banking industry have announced the offline of the market, which has attracted the attention of many investors. Since the introduction of robo-advisors into China in 2016, various robo-advisory platforms have gradually been established, but they exist in the process of development. The flaws are also gradually revealed with the development of robo-advisors. This paper compares and analyzes the development status and research results of domestic and foreign robo-advisors, explores the measures that can be taken by China's robo-advisory platform in the development process, and provides a theoretical basis for the development of robo-advisors in China.