Objectives On completion of this tutorial, you will be able to:

• Define robo-advice and list its advantages and uses in wealth management
• Identify the primary approach to regulating robo-advice

Tutorial Overview The provision of investment advice by artificial intelligence (AI) systems, known as robo-advice, has become an increasingly important tool for wealth management firms. Integrating robo-advice systems can increase efficiencies, lower costs, and open up new markets for wealth management services. This tutorial provides an overview of robo-advice, including its definition, advantages, and regulation. Prerequisite Knowledge A broad understanding of artificial intelligence and machine learning. Tutorial Level: Intermediate Tutorial Duration: 20 minutes