Replication Data: Robo Advisors and Access to Wealth Management
Creators:
Michael Reher, Stanislav Sokolinski
Publication Date:
2024-03-06
Data Category:
Dataset Description:
This dataset, hosted on Mendeley Data, contains the replication data for the study "Robo Advisors and Access to Wealth Management" (Reher & Sokolinski, 2024, Journal of Financial Economics). It includes investor-level data on robo-advisory platform usage, portfolio allocations, and demographic characteristics, used to examine whether robo advisors democratise access to wealth management services for retail investors who were previously underserved by traditional financial advisors, and the implications for household portfolio outcomes.
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