Joel Bruckenstein’s Financial Planning Tech Survey 2015 yield surprising results reveal Wealth Access to be one of the top digital advisor platforms, commonly referred to as B2B robo-advisors. Joel stated, “We were somewhat surprised to see that, among our readers, Wealth Access was the most popular digital platform, with 14.1% of our respondents making use of it. We’re not knocking Wealth Access; we just were not aware that it was that popular.”
Craig Walling joins the Board of Directors at Wealth Access
We are thrilled to announce that Craig Walling has joined the board of directors at Wealth Access! His addition marks a significant milestone for our company as we continue to grow and innovate in the wealth management space. A Longstanding Relationship with David ...
