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 Announces Integration with Q2’s Digital Banking Platform
Financial Institutions can now provide data insights solutions to account holders through Q2’s Digital Banking Platform