The Evolution of Digital Investing Advice, panelists will assess the impact of digital innovation on the wealth management sector .

About this Event

The Evolution of Digital Investing Advice

With the proliferation of AI, increasing regulatory clarity, and improving customer awareness, financial technology initiatives continue to gather momentum from investors, startups and incumbents alike. Join the Wharton Club for a series of interactive panel discussions exploring key sectors across the Fintech ecosystem, including wealth management, lending, payments and more.

The Evolution of Digital Investing Advice, panelists will assess the impact of digital innovation on the wealth management sector to date and present their thoughts on where we're headed. Despite significant financial backing and media attention garnered by the current generation of consumer-facing digital advisers, by many measures their impact has been disappointing. Is the industry destined for incremental evolution or ripe for a more exhilarating revolution? What role will humans play in delivering financial advice? Are we more likely to see a convergence or divergence in service offerings (lending, credit, savings, investment in one solution) and why?

Drop in and find out!

Speakers:

Dan Chen - Head of Business Development, Quicken Inc.

Rick Frisbie - CEO, Silicon Fintech Bay

Bartek Ringwelski - Partner, Core Innovation Capital

Rosanna Leroe-Muñoz Guideline Technologies

Shin Inoue ForUsAll (ex-Financial Engines)

Moderators

Brian Murphy - CEO and Co-founder, Kivalia

Sheela Ursal - Founder, Fintech Next

This event is brought to you by Wharton Club of Northern California, Silicon FinTech Bay and Finvestech. All organisations focused on advancing the Fintech ecosystem.

Cost: $15 (WCNC Members), $30 (Non-Members).

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