The Impact of Robo-Advisors and the Modern Financial Services Office

    April 18, 2018
    11:30 AM - 1:00 PM
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    Shaker Ridge Country Club
    802 Albany Shaker Rd.
    Albany, NY 12211
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    We’ve all heard of Robo Advisors but what are they really? Justin Smith, CFA, CFP will walk us through the history of Robo Advisors and the differentiating factors between the most prevalent ones. More importantly, he will highlight the underlying issues that have brought on the popularity of automated investment advice… and how human advisors might offer an even more compelling offering.

    Upon completion of his presentation, participants will:

    1.  Have an increased knowledge of the current automated (or Robo) advisor landscape in financial services including, investing, insurance, financial planning, accounting and legal.

    2.  Have an increased knowledge of how and why these “robo” solutions have come about and get specific examples of how to either work alongside the movement or be competitive with it.

    About the Speaker

    Justin Smith, CFA, CFP is a financial planner and partner at Smith Partner Wealth Management, a fee-only financial planning and investment management firm for nearly 30 years. Justin is the former President of the 300 member Greensboro Chapter of the Society of Financial Service Professionals (SFSP) and former board member of the CFA Society of North Carolina. He also served on the National Board of Directors for the 9,000 member Society of Financial Service Professionals as the Chairperson for the Young Professional Advisory Council for the Society.  

    Tickets

    $20.00 Member

    $35.00 Non-Member