The Automated Investor: AI, Robo-Advisors, and Wealth Management

Investing has entered a new era—one where algorithms, automation, and artificial intelligence play a central role in building and managing wealth.
The Automated Investor provides a clear and insightful guide to how AI and robo-advisors are transforming modern wealth management. This book explores how intelligent systems analyze markets, manage portfolios, reduce risk, and personalize investment strategies with speed and precision once impossible for human advisors alone.
Readers will learn how robo-advisors use data, machine learning, and behavioral analysis to automate asset allocation, rebalance portfolios, optimize tax efficiency, and respond to market changes in real time. The book explains how these technologies are lowering barriers to investing, reducing costs, and making professional-grade wealth management accessible to a broader audience.
Beyond convenience, The Automated Investor examines critical questions of trust, transparency, and risk. How reliable are algorithmic decisions? Where does human judgment still matter? The book offers a balanced perspective—highlighting both the strengths and limitations of automated investing while emphasizing the importance of informed oversight.
Written for individual investors, finance professionals, students, and fintech-curious readers, this book translates complex financial technology into practical understanding. It helps readers navigate a rapidly evolving investment landscape with confidence rather than confusion.
This is not about replacing human intelligence.
It’s about augmenting it with data-driven discipline.
As financial markets grow more complex and fast-moving, automation is becoming essential—not optional.
The Automated Investor equips you to understand, evaluate, and leverage AI-powered investing tools in the future of wealth management.