David Benskin, CEO of Wealth Access, recently spoke at T3 Enterprise Conference in Atlanta about ‘robo-advisors’. Discussing how 84% of advisors do not have relationships with their client’s children, David talked about how those assets should be considered at risk and advisors need a way to combat the issue.
Wealth Access Unveils Transformative Solutions: One Wealth, One Bank, One Data, Powered by Integration Hub
Wealth Access, the leading technology provider in wealth data, is proud to announce its enhanced solutions designed to transform the banking industry: One Wealth, One Bank, One Data, powered by Integration Hub. This innovative offering empowers banks and credit unions...
