Robo-Advisors: The Good, The Bad and the Ugly

American Association of Individual Investors (San Diego Chapter)
October 8, 2015 Presentation

Robo-Advisors and The Evolution of Wealth Management

CFA Society of Los Angeles
August 5, 2015 Presentation

Robo-Advisors and the Evolution of Investment Advice

American Association of Individual Investors (Los Angeles Chapter)
June 2015 Presentation
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Recent Press Mentions

Less Is More: What Small Investors Can Learn From a Pension Giant at The Wall Street Journal (6/13-14/2015)

Read 'Em and Reap: Smart People for Investors to Follow at The Wall Street Journal (9/6/2014)

At the Open in Barron's (10/23/2013) (10/20/2013 tweet exchange)

What We Learned From the Financial Crisis in The Wall Street Journal (9/14-15/2013)

Learning From the 2008 Financial Panic from EricTyson.com (2/2/2011)

Clients Behaving Badly in Financial Planning (11/1/2010)

Index Fund Portfolios Trample Active Fund Portfolios from Forbes Blog (9/21/2010)



Related Media Archive

Should I Fire My Trader or Pay Him a Million? (With Wayne H. Wagner) in the Journal of Trading (Fall 2006)

Are Analysts Just Human, After All? in CFA Magazine (September/October 2003)

Mined, All Mined: Watching Out for Funny Numbers from Morningstar.com (6/7/1999)

Mining Fool's Gold in the Financial Analysts Journal (March/April 1999)

"Fund Site of the Month" in Mutual Funds Online (March 1999)

Murphy's Law and Market Anomalies in The Journal of Portfolio Management (Winter 1999)

"One-Stop Shops" in Individual Investor Magazine (July 1998)

Practicing versus preaching in Forbes (2/23/1998)

"Web investing books provide limited help" from the San Francisco Examiner (2/22/98)

"A Site Made in 'What-If' Heaven" in Kiplinger's Personal Finance Magazine (February 1998)

"Webbed Feat" in Barron's (9/29/1997)

"Power Lunch" on CNBC (7/25/1997)



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