Ophir Gertner | Founder

Ophir Gertner, Founder, Invest.com


Wealth 2.0 day 1 @ 15:10

Panel discussion: Moving from innovation to adoption: How do you properly integrate digital skills into your firm?

  • Should wealth management companies buy or build their own robo advisor platforms?
  • Should technology be developed internally, through a partnership or via the acquisition of a current partner?
  • Buying a fintech product: the pros and cons of becoming the middle man
  • Do traditional firms have the required agility to respond to tomorrow’s challenges?

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