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How to robo-proof your practice

webcast 2015-06-16

Advisers can’t get away from robo-advisers. Whether it’s stand-alone firms, platforms offered by custodians or other service providers, online or electronic investment platforms are everywhere. And they are attracting investors. But that doesn't mean that the days of face-to-face financial advice are numbered. In fact, top notch advisers are learning how to leverage robos to their advantage.

* Accepted by IMCA for 1 CIMA®/CIMC®/CPWA® CE credit.

Date: Tuesday, June 16, 2015

Time: 4:00 p.m. – 5:00 p.m. ET

Advisers can’t get away from robo-advisers. Whether it’s stand-alone firms, platforms offered by custodians or other service providers, online or electronic investment platforms are everywhere. And they are attracting investors. But that doesn't mean that the days of face-to-face financial advice are numbered. In fact, top notch advisers are learning how to leverage robos to their advantage.

  1. What’s the real threat from robo-advisers?
  2. What do robo-advisers do really well, and what are they not so good at?
  3. How should I think of them in context of my business?
  4. What is the real value of a financial adviser?
  5. What steps should I take to leverage online advice platforms to my advantage?

Attendees may submit questions before and during this live event. Register now for this free and invaluable webcast. 

Sponsored by:

Continuing Education Credits: Webcasts approved for CE credit by the CFP Board, credit will be reported 1 week after the live event. CE Credit is not available for on-demand viewing.

For CIMA®/CIMC®/CPWA® CE credits for webcasts approved by Investments & Wealth Institute®, formerly IMCA, live viewers will receive an email 1 week after the live event with a program code to self-report. On-demand viewers will receive an email 30 days after the live event with a program code to self-report.

For CE credits for webcasts approved by CFA, credit will be reported 30 days after the live event.

Please contact us at info_cecredits@investmentnews.com if you have any questions.

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