Finished
Meet Robin, age 55. Robin is dreaming about early retirement, but does not know whether this is financially possible.
How nice would it be if this question could be solved immediately, by using an trustworthy, objective, and easily accessible automated financial advisor? However, before this can be developed some challenges have to be solved.
That is why in this project we are looking at:
- What good financial advice actually is;
- Which ethical aspects are important;
- How we relate the advice to specific goals people have;
- And how complex financial information be communicated understandably.
So future Robins can immediately start making their dreams come true!
Do you want to know more? Contact us!
Publications
- AI-Based Financial Advice: An Ethical Discourse on AI-Based Financial Advice and Ethical Reflection Framework EN
- Value considerations, ethical dilemmas, and resolving methods in automated Financial advice. Qualitative study among industry experts EN
- Challenges of Automated Financial Advice: Definition and Ethical Considerations EN
- Keuzebegeleiding bij pensioenen: is alleen een online tool voldoende? NL
- De kracht van de juiste vraag: financiële doelen en keuzebegeleiding NL
Interviews
Podcasts
BISS team
Prof. Lisa Brüggen
Full Professor | Principal Investigator

Prof. Dr. Darian Meacham
Full Professor | Principal Investigator

Dr. Minou van der Werf
Senior Researcher | Assistant professor

Co-researchers
Robert Gianni
Assistant Professor | Maastricht University
Thomas Post
Associate Professor | Maastricht University
Jens Hogreve
Full Professor | Katholische Universität Eichstätt-Ingolstadt
Partners




Funders
