[
Abraham, F, Schmukler, S. L., Tessada, J., 2019. Robo-Advisors: Investing through Machines. In: Research and Policy Briefs., World Bank, No. 21.
]Search in Google Scholar
[
Anshari, M., Almunawar, M. N., Masri, M., 2022. Digital Twin: Financial Technology‘s Next Frontier of Robo-Advisor. In: Journal of Risk and Financial Management. Vol. 15, https://doi.org/10.3390/jrfm15040163.
]Search in Google Scholar
[
BETTER FINANCE. Robo-Advice report, 2020. Robo-Advice 5.0: Can Consumers Trust Robots? Available at: https://betterfinance.eu/wpcontent/uploads/Robo-Advice-Report-2020-25012021.pdf.
]Search in Google Scholar
[
Bhattacharyya, S, Bhattacharyya, R., 2022. Robo-Advisory Financial Services: A Review of Literature. In: Journal of academic advancement. Vol. 1, Issue No. 1, Pp. 35 – 44.
]Search in Google Scholar
[
Brenncke, M., 2017. Commentary on MiFID II conduct of business rules, Arts 21-30 MiFID II. Available at: https://deliverypdf.ssrn.com/delivery.php?ID=643118114082091095000005091075081030003031038023006082027093030119086072090065120000037049057099017029005080103073081114081023114053003033058070123027083102127109120059007007123102082008093126117104101127084092108007068122010096013000024007124073066066&EXT=pdf&INDEX=TRUE.
]Search in Google Scholar
[
CESR, 2010. Question and Answer – Understanding the definition of advice under MiFID. CESR/10-293. Available at: https://www.esma.europa.eu/sites/default/files/library/2015/11/10_293.pdf.
]Search in Google Scholar
[
Colbert, V., 2017. MiFID II about other Investor protection regulation: Picking up the crumbs of a piecemeal approach. Available at: https://deliverypdf.ssrn.com/delivery.php?ID=533082078095104084113083103010010122024088054014066064078069082101081068118113083078049030032063122035021064071013124006118106024018060008053088088014118014126006093028087063070004071084071010119004020008083029089080025064001118082068123101117106083093&EXT=pdf&INDEX=TRUE.
]Search in Google Scholar
[
ESAs, 2015. Discussion Paper on automation in financial advice. JC 2015 080. Available at: https://www.esma.europa.eu/sites/default/files/library/jc_2015_080_discussion_paper_on_automation_in_financial_advice.pdf.
]Search in Google Scholar
[
ESAs, 2018. Report on the result of the monitoring exercise on “automation in financial advice”. JC 2018-29. Available at: https://www.esma.europa.eu/sites/default/files/library/jc_2018_29_-_jc_report_on_automation_in_financial_advice.pdf.
]Search in Google Scholar
[
ESAs, 2022. Report to the European Commission‘s February 2021 Call for Advice on digital finance and related issues: regulation and supervision of more fragmented or non-integrated value chains, platforms and bundling of various financial services, and risks of groups combining different activities. Available at: https://www.eba.europa.eu/sites/default/documents/files/document_library/Publications/Reports/2022/1026595/ESA%202022%2001%20ESA%20Final%20Report%20on%20Digital%20Finance.pdf.
]Search in Google Scholar
[
Evropská komise, 2019. Sdělení Komise Evropskému parlamentu, Radě, Evropské centrální bance, Evropskému hospodářskému a sociálnímu výboru a Výboru regionů. Akční plán pro finanční technologie: Za konkurenceschopnější a inovativnější evropský finanční sektor,
]Search in Google Scholar
[
COM(2018) 109. Available at: https://eur-lex.europa.eu/resource.html?uri=cellar:6793c578-22e6-11e8-ac73-01aa75ed71a1.0009.02/DOC_1&format=PDF.
]Search in Google Scholar
[
Evropská Komise, 2020. Sdělení Komise Evropskému parlamentu, Radě, Evropskému hospodářskému a sociálnímu výboru a Výnoru regionů.
]Search in Google Scholar
[
O strategii EU v oblasti digitálních financí, COM(2020) 591. Available at: https://eur-lex.europa.eu/legalcontent/CS/TXT/PDF/?uri=CELEX:52020DC0591&from=EN.
]Search in Google Scholar
[
ESMA, 2016. Obecné pokyny. Obecné pokyny k posuzování znalostí a dovedností. ESMA/2015/1886. Available at: https://www.esma.europa.eu/sites/default/files/library/2015-1886_cs.pdf.
]Search in Google Scholar
[
ESMA, 2018. Guidelines on certain aspects of the MiFID II suitability requirements. ESMA35-43-1163. Available at: https://www.esma.europa.eu/sites/default/files/library/esma35-43-1163_guidelines_on_certain_aspects_of_mifid_ii_suitability_requirements_0.pdf.
]Search in Google Scholar
[
ESMA, 2018. Obecné pokyny k požadavkům na řízení produktů podle směrnice MiFID II. ESMA35-43-620. Available at: https://www.esma.europa.eu/sites/default/files/library/esma35-43-620_guidelines_on_mifid_ii_product_governance_cs.pdf.
]Search in Google Scholar
[
ESMA. Supervisory briefing on understanding the definition of advice under MiFID II. ESMA35-43-3861. Available at: https://www.esma.europa.eu/sites/default/files/2023-07/ESMA35-43-3861_Supervisory_briefing_on_understanding_the_definition_of_advice_under_MiFID_II.pdf
]Search in Google Scholar
[
Fabozzi, F. J., Modigliani, F., 2009. Capital Markets. Institutions and Instruments, 4. edition. New Jersey: Pearson Education, Inc, P. 680 Pages. ISBN: 978-0-13-715499-9.
]Search in Google Scholar
[
Financial Stability Board, 2017. Financial Stability Implications from FinTech. Supervisory and Regulatory Issues that Merit Authorities’ Attention. Available at: https://www.fsb.org/wp-content/uploads/R270617.pdf.
]Search in Google Scholar
[
Houben, R., de Muync, M., Hendrickx, A., 2020. Financial consumers: beware of Robo-Advice? In: Journal of international banking law and regulation, 35:2 (2020). ISSN 1742-6812, Pp. 55-56.
]Search in Google Scholar
[
Hobza, M., Vondráčková, A., 2019. Cílový trh investičního nástroje: požadavky (nejen) na distributory investičních nástrojů. In: Obchodněprávní revue 11-12/2019.
]Search in Google Scholar
[
Hobza, M., 2017. Investiční služby v právní teorii a praxi. Praha: Leges, P.136. ISBN: 978-80-7502-225-7.
]Search in Google Scholar
[
Hobza, M., 2019. Zprostředkování uzavření smluv týkajících se investičních nástrojů ve světle rozsudku Khorassani. In: Obchodněprávní revue 2/2019.
]Search in Google Scholar
[
Husták, Z., Smutný, A., 2016. Investiční služby a nástroje po rekodifikaci. Praha: C. H. Beck, P. 292. ISBN: 978-80-7400-533-6.
]Search in Google Scholar
[
Jung, Glaser, Köpplin, 2019. Robo-Advisory – Opportunities and Risks for the Future of Financial Advisory. In: NISSEN, V. (eds.) Advances in Consulting Research. Contributions to Management Science. Springer, Cham, Pp. 405-427. ISBN: 978-3-319-95999-3.
]Search in Google Scholar
[
Reiners, L. In: FinTech, Law, and Regulation. ed. MADIR, J., 2019. Cheltenham: Edward Elgar Publishing Limited, P. 463. ISBN: 978-1-78897-901-6.
]Search in Google Scholar
[
Sirony, P., 2016. FinTech Innovation: From Robo-Advisors to Goal-Based Investing and Gamification. John Wiley & Sons, P. 192. ISBN: 978-11192-2698-7.
]Search in Google Scholar
[
Šiková, Z., 2022. Impact of the 5th AML directive on the provision of investment services in the Czech Republic. In: Financial Law Review. Gdańsk: Jagiellonian University Press, 25, 1/2022, pp. 68-92. ISSN 2299-6834.
]Search in Google Scholar
[
Torno, A, Metzler, D. R., Neuss, N., 2022. The Digitalization of Investment Management – An analysis of Robo-Advisor Business Models. Conference paper. International Conference on Wirtschaftsinformatik (WI) 2022, At: Nuremberg, Germany.
]Search in Google Scholar
[
Torno, A, Metzler, D. R., Torno, V., 2021. Robo-What? Robo-Why? Robo-How? – A Systematic Literature Review of Robo-Advice. Conference Paper, Twenty-fifth Pacific Asia Conference on Information Systems, Dubai, UAE.
]Search in Google Scholar
[
Directive 2014/65/EU of the European Parliament and of the Council of 15 May 2014 on markets in financial instruments and amending Directive 2002/92/EC and Directive 2011/61/EU.
]Search in Google Scholar
[
Commission Delegated Regulation (EU) 2017/565 of 25 April 2016 supplementing Directive 2014/65/EU of the European Parliament and of the Council as regards organisational requirements and operating conditions for investment firms and defined terms for that Directive.
]Search in Google Scholar
[
Regulation (EU) No 1286/2014 of the European Parliament and of the Council of 26 November 2014 on key information documents for packaged retail and insurance-based investment products (PRIIPs).
]Search in Google Scholar
[
Directive (EU) 2015/2366 of the European Parliament and of the Council of 25 November 2015 on payment services in the internal market, amending Directives 2002/65/EC, 2009/110/EC, and 2013/36/EU and Regulation (EU) No 1093/2010, and repealing Directive 2007/64/EC.
]Search in Google Scholar
[
Proposal for a Regulation of the European Parliament and of the Council on digital operational resilience for the financial sector and amending Regulations (EC) No 1060/2009, (EU) No 648/2012, (EU) No 600/2014 and (EU) No 909/2014.
]Search in Google Scholar
[
Regulation (EU) No 1095/2010 of the European Parliament and of the Council of 24 November 2010 establishing a European Supervisory Authority (European Securities and Markets Authority), amending Decision No 716/2009/EC and repealing Commission Decision 2009/77/EC.
]Search in Google Scholar