Attention Advisors: A Webinar on How to Pick the Right “Robo” Platform
Pat Cleary, our Harvard educated US Marine Captain, who also happens to serve as a our chief compliance and operating officer (COO/CCO), will be giving a fascinating chat on how to pick the right “robo” advising platform.
The webinar will be hosted by Interactive Brokers this Wednesday @ 12pm EST. Details are below.
Pat will outline some costs/benefits of choosing a robo-solution to help empower your advisory practice and deliver a stronger value proposition to your clients.
|Topic:||Automated Investment Advisors: Picking the right “robo” for your portfolio|
|Date and time:||Wednesday, February 10th, 2016 12:00pm Eastern Daylight Time (New York)|
|Description:||In this interview, Patrick Cleary of Alpha Architect provides a simple, effective framework for assessing robo advisors and identifying which robo advisors can potentially meet your needs. Patrick will highlight the specific features offered by a variety of competitors, the pros / cons of each, and a summary of how to approach robo advisors for investing. Participants will be able to screen robo advisors and select an appropriate robo advisor based on the framework presented in this webcast.|
|Panelist(s):||Patrick Cleary, Alpha Architect, LLC|
Note: This site provides NO information on our value investing ETFs or our momentum investing ETFs. Please refer to this site.
Join thousands of other readers and subscribe to our blog.
Please remember that past performance is not an indicator of future results. Please read our full disclosures. The views and opinions expressed herein are those of the author and do not necessarily reflect the views of Alpha Architect, its affiliates or its employees. This material has been provided to you solely for information and educational purposes and does not constitute an offer or solicitation of an offer or any advice or recommendation to purchase any securities or other financial instruments and may not be construed as such. The factual information set forth herein has been obtained or derived from sources believed by the author and Alpha Architect to be reliable but it is not necessarily all-inclusive and is not guaranteed as to its accuracy and is not to be regarded as a representation or warranty, express or implied, as to the information’s accuracy or completeness, nor should the attached information serve as the basis of any investment decision. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission from Alpha Architect.
Definitions of common statistics used in our analysis are available here (towards the bottom)