Skip to main content
K2's Microsoft Word Tips & Tricks Webcast | 4183610G
September 21, 2018
Add to Cart
Redirecting to cart, please wait...
has been added to the cart.
items(s) in your cart.
My Self Study
My CPE Tracker
My Certificate of Completion
My Communication Preferences
My Transactions / Discounts
My Membership / Open Invoices
Who We Are
CPA Career Center
Committees & Sections
Products and Services
New! Find CPE
New! CPE Wizard
Contact Your Legislators
Advocating for CPAs
California CPA Magazine
Financial Leadership Forum
Peer Review: Firm Resources
Peer Review Reports
Peer Review: Reviewer Resources
Search for Ads
Place an Ad or Résumé
Find a CPA
Ask a CPA
CPA License Lookup
Governmental Accounting White Papers
Events and Programs
LA Personal Financial Planners Cte. (PFP): Robo-Advisors and the Evolution in Financial Planning | G2250917
September 19, 2017 12:00 PM - 2:00 PM
West Los Angeles
Skirball Cultural Center
Level of Difficulty :
CPE Credits :
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.
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.
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.
Online registration is closed the day of the meeting, but we encourage you to attend and pay at the door.
•Noon - 2 pm/program
•$45/members; $85/nonmembers (add $5 at door)
•Address: Skirball Center 2701 N Sepulveda Blvd, Los Angeles, CA 90049
Level of Difficulty:
Field of Interest:
Some knowledge of financial planning preferred.
CPAs, financial planners, investment advisors and professional staff.
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.
Powered by Azure Servers