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|
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