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.
Annual Wealth Access Summit Gathers 30+ Banks for Peer Discussions on Unlocking Revenue Through Wealth ManagementÂ
Data unification provider hosts industry leadership to encourage peer-to-peer dialogues on wealth management as a growth opportunity Wealth Access, a leading technology provider in wealth data, offering unified insights to help banks unlock growth, boost deposits,...
