LA Personal Financial Planners Cte. (PFP): Robo-Advisors and the Evolution in Financial Planning | G2250917

Instructors

Date :
September 19, 2017 12:00 PM - 2:00 PM
Location :
West Los Angeles
Facility :
Skirball Cultural Center
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Level of Difficulty :
Intermediate
CPE Credits :
CPE 2.00
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Scores of Internet based services have been developed in the last decade in the so-called robo-adviser industry. Some offer investment services directly to consumers, and others are marketed to advisers and firms as tools for use in their businesses. This session will discuss the history and recent developments in the robo-adviser industry including which offerings are gaining the most traction and how the major investment firms are responding.

Objectives:

  • Learn about the history and recent developments in the robo-adviser industry. 
  • Gain knowledge about the strengths and weaknesses of robo-adviser offerings. 
  • Understand how the robo-advisers are impacting pricing for investment services.

Major Subjects:

  • The history and development of the robo-adviser industry.
  • How today's competitive forces are affecting the investment business and how individual advisers can respond.
  • How robo-advisers are impacting regulatory development.

Advanced Prep:

None.

Misc. Information:

Online registration is closed the day of the meeting, but we encourage you to attend and pay at the door.
•11:30 am/registration/networking/lunch
•Noon - 2 pm/program
•$45/members; $85/nonmembers (add $5 at door)
•Includes lunch
•Address: Skirball Center 2701 N Sepulveda Blvd, Los Angeles, CA 90049
•Classroom 160
Level of Difficulty:
Intermediate
Field of Interest:
Finance
Prerequisites:
Some knowledge of financial planning preferred.
Designed For:
CPAs, financial planners, investment advisors and professional staff.

Instructors

Gary Karz
Gary Karz was an early adapter to the internet originally publishing in 1996 his InvestorHome.com web site, which was featured on CNBC shortly thereafter. For more than a decade at Plexus Group and JP Morgan Chase, he consulted to many of the world’s largest and most prominent money managers on minimizing trading costs and achieving best execution for their clients. His research has been cited in the Financial Analysts Journal and other leading journals, best-selling books, and financial media including Forbes, Barron's, Kiplinger's, and Morningstar. In 2014, the Wall Street Journal recommended Gary on a short list of "Smart People for Investors to Follow." Gary holds the Chartered Financial Analyst designation and is a graduate of the Marshall School of Business at the University of Southern California.
No Agenda or Materials posted.