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Research on the types of motivations for robo-advisor financial management using Q method

Author

Listed:
  • Chung-Chu Liu
  • Chia-Hsiang Wang
  • Chia-Ni Liu

Abstract

In today's financial sector, a substantial integration and application of information technology is underway. The asset management firms seeking to meet the diverse needs of their client base are actively promoting robo-advisor services. A robo-advisor offers numerous advantages: security, convenience, lower threshold, and dollar cost averaging. While a robo-advisor has gained significant traction abroad, Taiwan has started developing robo-advisor services relatively late. This study conducted a survey, and 31 samples were collected. The Q method was used to analyse those samples. The results of the samples were divided into four types such as: 1) intuitive interface and brand trust; 2) balanced consideration; 3) low threshold and time-saving; 4) safe and effortlessness. Finally, suggestions have been made to the enterprise based on the classification results to accelerate the promotion of robo-advisors. The expectation is that the general public can access professional financial advisory services, regardless of individual wealth levels.

Suggested Citation

  • Chung-Chu Liu & Chia-Hsiang Wang & Chia-Ni Liu, 2024. "Research on the types of motivations for robo-advisor financial management using Q method," International Journal of Revenue Management, Inderscience Enterprises Ltd, vol. 14(3), pages 312-332.
    • Handle: RePEc:ids:ijrevm:v:14:y:2024:i:3:p:312-332
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