Wealth Access CEO Featured in Connect Money on AI’s Impact on Wealth Management
Wealth Access Founder and CEO David Benskin was recently featured in Connect Money, sharing perspective on how artificial intelligence is reshaping investor sentiment, wealth management business models, and the future role of financial advisors.
In the interview, Benskin discusses why recent market volatility among wealth management firms reflects a broader shift as AI moves from industry narrative to operational reality. While some investors view AI as a disruptive threat, he emphasizes that the real differentiator for financial institutions will be the strength of their underlying data infrastructure.
Drawing from his experience as a former advisor, Benskin explains how fragmented data continues to limit institutions’ ability to deliver a complete view of client relationships and why unified, trusted data is becoming essential as AI adoption accelerates across the industry. Rather than replacing advisors, he argues that AI will enhance human relationships by reducing administrative work and enabling more personalized, proactive client engagement.
The conversation also explores which segments of the wealth ecosystem face the greatest pressure from AI-driven change, how markets may be mispricing near-term disruption versus long-term opportunity, and why firms investing in connected intelligence today are positioning themselves for a durable competitive advantage.
Read the full interview in Connect Money:
https://www.connectmoney.com/stories/why-wealth-stocks-are-reacting-to-the-next-tech-wave/
