Podcast/Webinar from The Wealth Mosaic

WealthTech Talks: Buy versus Build – What now for wealth management?

Recorded on the 15th of July

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by The Wealth Mosaic
| 03/08/2022 14:26:31

As part of our 2022 WealthTech Talks series, Stephen Wall, Founder of The Wealth Mosaic, hosts a panel featuring Henry Ritchotte, Founder of RitMir Ventures, and Mark Trousdale, Chief Marketing Officer and EVP at InvestCloud.

The debate on whether to ‘buy or build’ one’s technology has been a longstanding debate in financial services. However, the nature of the debate has changed as the technology marketplace has evolved, and more skilled third-party solution-provider specialists are available. Hence, in this webinar, the panellists discussed how the ‘buy versus build’ debate has changed from both the perspective of the buyer (or builder), and that of the wealth management firms, and the solution providers on the sales side.