[Fabian Gleisner, E-Finance Lab]

Recent empirical studies find the financial advisory process inhomogeneous and non-systematic. Furthermore, there is evidence that financial advisory influences portfolio performance negatively.

How can financial service providers improve their advisory process in order to improve efficiency and increases advisee utility?

Our research project studies the usage and deployment of IT - market data and technical systems - in the financial advisory process.

We explore the impact of IT business alignment on the performance of German retail banks.

The presentation introduces our theoretical foundation and presents empirical findings.