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Robo-Advisors - What Do They Mean for the Wealth Industry?

Aired: Thursday, September 14

2.0 CTFA, 2.0 CISP, 2.0 CRSP, 2.0 CSOP

Everyone is talking about Robo-Advisors, but few really know what that means. People come to the discussion with preconceived notions, usually either very good or very bad, about this new industry. During this 90-minute recording, we define Robo-Advisors, and what has led up to the rise of their importance in the wealth management industry. We review what they do well, and what they don't do well. Hear a discussion about what traditional advisors can learn from Robo-Advisors, what they should fear, and what they should mimic. Take away specific business practices that can help traditional wealth managers compete in this changing industry. Don't miss this opportunity to get your questions answered!

This recording focuses on:

  • Understanding what Robo-Advisors are, and also what they are not
  • Analysis of what tools and techniques Robo-Advisors use and understant how they use technology differently to address wealth management needs of clients
  • The impact they have had on the wealth management business
  • What the implications are for the future of traditional wealth management businesses
  • Analysis of how they are changing the wealth management industry


  • Ronald Florance, CFA, President, RMF Consulting LLC
  • Dean A. Junkans, CFA, Executive in Residence, Bethel University
    (former Wealth Management CIO)

  • Ronald J. Surz, President & CEO, PPCA Inc.

 Continuing Education Credits

The Institute of Certified Bankers (ICB) has approved this program for 2.0 CISP, 2.0 CRSP, 2.0 CSOP and 2.0 CTFA continuing education credits for the live program and the recording.

CPE logoRecordings are not eligible for CPE credits.

American Bankers Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:
​Questions? Please contact Linda Shepard / Cari Hearn for more information.

 Pricing & Purchasing


Streaming Online Recording
Now Available

ABA Member • $235
Non-Member • $365


 Who Should Attend

  • Portfolio Managers
  • Wealth Managers
  • Investment Managers
  • Private Bank Relationship Managers
  • Trust Officers
  • Trust Managers
  • Financial Planners
  • Registered Financial Advisors
  • CTFAs, CSOPs, CRSPs, CISPs, CPAs and CFPs

 About ABA Briefings