Attention Advisors: A Webinar on How to Pick the Right “Robo” Platform

/Attention Advisors: A Webinar on How to Pick the Right “Robo” Platform

Attention Advisors: A Webinar on How to Pick the Right “Robo” Platform

By | 2017-08-18T17:09:57+00:00 February 3rd, 2016|Robo Advisor, Business Updates|Comments Off on 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
Registration Link:
Date and time: Wednesday, February 10th, 2016 12:00pm   Eastern Daylight Time (New York)
Duration: 1 hour
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.
Event number: 717508449
Event password: ibtrading
Panelist(s): Patrick Cleary, Alpha Architect, LLC

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About the Author:

Wes Gray
After serving as a Captain in the United States Marine Corps, Dr. Gray earned a PhD, and worked as a finance professor at Drexel University. Dr. Gray’s interest in bridging the research gap between academia and industry led him to found Alpha Architect, an asset management that delivers affordable active exposures for tax-sensitive investors. Dr. Gray has published four books and a number of academic articles. Wes is a regular contributor to multiple industry outlets, to include the following: Wall Street Journal, Forbes,, and the CFA Institute. Dr. Gray earned an MBA and a PhD in finance from the University of Chicago and graduated magna cum laude with a BS from The Wharton School of the University of Pennsylvania.