Sustainability Investing in Family Offices: Evidence from Singapore
Family offices globally manage an estimated US$10 trillion in assets, with total sector numbers ranging from 8,000 to 17,000.
Wealthtech Reports & Market Data (2026)
Key number
284.5 Crores
Net Present Value. International Journal of AI Electronics and Nexus Energy p.1
74 documents
Analysis of Fintech Application Utilization on Financial Inclusion: A Literature Review
Indonesia's 2024 National Survey on Financial Literacy and Inclusion reported a 75.02% financial inclusion index.
An Empirical Study on the Use of Generative AI for Financial Decision-Making Among Corporate Employees in Bengaluru
The empirical study surveyed 256 corporate employees in Bengaluru to examine how trust in generative AI shapes financial decision-making.
From Brokers to Apps: A Bibliometric and Thematic Review of Retail Investor Adoption and Satisfaction with Online Investment Platforms in India
As of December 2025, India has approximately 21.6 crore demat accounts, with 17.3 crore held at CDSL and 4.3 crore at NSDL.
Challenges and Opportunities of Capital Market Efficiency in the Digital Era
As of August 2025, Indonesia recorded approximately 17.6 million Single Investor Identification (SID) accounts in its capital market.
An Introduction to Artificial Intelligence Applications in Mutual Fund Management
Mutual funds collect capital from multiple investors to purchase pooled baskets of stocks, bonds, and monetary assets.
The Influence of Financial Literacy and Fear of Missing Out on Forex Overtrading Behavior in Generation Z Investors
The study surveyed 97 Generation Z retail forex traders aged 17–29 years in Surabaya City to examine overtrading behavior.
The Relationship Between Risk Perception, Return Perception, and Investment Interest in Sharia Mutual Funds Among Generation Z in Medan City
The total net asset value (NAV) of Indonesia's mutual fund industry stood at IDR 504.86 trillion at the end of 2022 before declining to IDR 501.46 trillion in 2023.
Regulation of Artificial Intelligence in FinTech Sector: Challenges and Opportunities in Indonesia
Artificial intelligence research originated around 1950 and gained formal definition at the Dartmouth Conference organized by John McCarthy in 1956.
The Application of Robo Advisory Platform for Faraid (Inheritance) Investment in Islamic Wealth Management in Malaysia
Unclaimed inheritance assets in Malaysia reached approximately RM90 billion by late 2024 and 2025, up from RM70 billion in 2020 and RM42 billion in 2011.
Digital Financial Literacy and Trust in Hybrid AI Advisory: Explaining Perceived Private Wealth Management Capability Among Digitally Engaged Retail Investors in an Emerging Market
A non-probability sample of 249 digitally engaged retail investors in Vietnam was evaluated using PLS-SEM with 5,000 bootstrap subsamples.
Generative AI in Finance: Mapping the Emerging Convergence of Quantitative Trading, Robo-Advisory, and Blockchain Markets
The study analyzes a bibliometric dataset of 695 English-language Scopus records published between 2023 and 2025 to map the intellectual structure of GenAI in finance.
Determinants of Client Acquisition in Retail Financial Services: A Study of Trust, Financial Literacy and Advisory Practices at Aditya Birla Capital, Wakad, Pune
The documentation-to-closure stage was the longest in the cycle, accounting for roughly 41% of the mid-point cycle time of about 16 days.
Measuring and comparing investment risks for a sample of cryptocurrencies using the Value at Risk (VAR) model and the Conditional Value at Risk (CVAR) model
The dataset includes 1,095 daily observations per cryptocurrency, generating a total of 6,570 observations for analysis in EViews.
Investor Behaviour in Green Investments: A Comprehensive Review of Perceptions, Biases, and Decision Processes
This thematic review synthesises 71 scholarly works published between 2015 and 2025 examining retail investor behaviour in green investments.
Decorrelating the Advice Layer: A Calibrated Fragility Metric and Tested Mitigations for Synchronized Liquidation in Agentic Wealth Management
In a March 2026 survey of 938 U.S. investors, 62% reported using AI tools for investment decisions, 22% used them to assist portfolio decisions, and 24% named "market herding" as a concern.
Client-Centric Strategy and Predictive Intelligence: A Cross-Sector Comparative Study of Leading Global Financial and Consulting Firms
Morgan Stanley deployed its OpenAI-backed AI assistant for roughly 16,000 wealth advisers, reaching an active adoption rate near 98 per cent.
Reinforcement Learning-Driven Optimal Capital Allocation for Intelligent Finance
The proposed DAC-CPPO model achieves an overall accuracy of 97.6%, an MAE of 0.074, and an RMSE of 0.081 for portfolio optimization.
Integrating Artificial Intelligence and Personality Traits Into the Theory of Planned Behavior: Driving Shariah Compliant Investment Decisions
Registered investors with the Indonesia Central Securities Depository (KSEI) reached 21,066,415 by January 2026, up from 20,347,147 in 2025.
RiskPercept-X: Explainable Transaction-Level Prediction of Investor-Perceived Risk on E-Investment Platforms
RiskPercept-X achieves 89.0% accuracy and 86.8% macro-averaged F1 on risk dimensions on a temporally held-out split.
Same Person, Different Advice: Auditing LLM Financial Advice with Repeated Risk-Tolerance Responses
Across 800 real household profiles where only the risk answer changed, seven large language models shifted recommended stock allocations by 10 to 16 percentage points on average.
Do Financing and Investment-Based Courses Influence Gen-Z Investment?
In 2022, Indonesia's Single Investor Identification count reached 9.87 million investors, representing a 31.85% increase from 7.49 million in 2021.
AI Use and Risk Disclosure by Investment Advisers
Researchers drew a stratified random sample of 400 SEC-registered investment advisers from a population frame of 16,223 active firms.
ARGUS Survey of AI Driven Personal Finance Analytics and Budget Forecasting
The survey reviews a locked corpus of 25 papers published between 1 January 2025 and 30 September 2026 to evaluate AI evidence in personal finance.
Systemic Perspectives on Portfolio Management, Behavioral Finance and Financial Culture
The empirical study evaluated 1,722 investment portfolios over short-term (3-month) and long-term (10-year) horizons to test systemic resilience.
Entrepreneurial Opportunity Landscape in Wealth Management: Technology-Driven Entrepreneurship
Global financial wealth is projected to grow by 10.7% in 2025 to reach US$333 trillion according to BCG's report.
Algorithmic Guidance and Investor Learning: An Empirical Examination of Robo-Advisors
A total of 123 questionnaires were distributed to students and young investors in Vijayawada, with 94 retained for analysis.
Fintech Enabled ESG Investing for Sustainable Finance and Responsible Capital Allocation
ESG mutual fund investments grew by 67.3% from $5.2B pre-adoption to $8.7B post-Fintech adoption.
Algorithmic Digital Finance Platforms as a Driver of Transformation of Financial Behaviour of Economic Entities
The ITI modeling framework established average baseline indices of 0.81 for behavioural transformation and 0.77 for responsibility institutionalization across platforms.
Artificial Intelligence in Financial Data Analysis and Investment Decision-Making: Opportunities, Risks and Implications for Individual Investors in Vietnam
A structured questionnaire survey was conducted with 309 individual investors in Vietnam who have experience using AI for financial analysis and investment decision-making.