Table 1 Inclusion and exclusion criteria
Criterium | Included | Excluded |
|---|---|---|
Language of publication | English | All other languages than English |
Research question studied | All factors that could possibly influence investment advice; determinants that are necessary to give suitable advice to the clients; comparison of conventional and digital advice giving | All publications that consider only the perspective of investors, e.g. investors who are biased; publications that consider country specific regulations and general laws |
Type of publication | Articles, studies and reviews that are peer-reviewed (exception if not peer-reviewed: frequently cited, appropriate data and methodology) | Publications that have not yet been peer-reviewed; articles that lack relevant content and methodology |
Data description | Only publications with a clear description of the used data | All publications that lack a clear data description |
Methodology description | Only publications with a clear description of the applied methodology | All publications that lack a clear methodology description |
Reported outcomes | Only publications with clearly reported outcomes | All publications that lack a clear outcome description |
Publication date | All publications available | – |
Study population | No limitation, but representative | Studies with not representative samples |
Geographic location of the study | Studies that consider one or more of the countries of the world (no limitation to one country) | – |