“Whether Betterment or Wealthfront survive is irrelevant,” Joel Bruckenstein, of T3 (also attended by Wealth Access) said in his opening remarks at a standing room only session on robos. “The technology is here to stay.”
Wealth Access Releases White Paper – Transforming Finance: How A.I. Meets New Generational Demands Ahead of the Great Wealth Transfer
NASHVILLE, Tenn., May 8, 2024 – Wealth Access, the leading customer data insights platform that unifies and enriches data to power hyper-personalized experiences for financial institutions, today released its most recent white paper, “Transforming Finance: How A.I....
