Wealthmanagement.com Advisor Innovations with David Armstrong, Editor in Chief

Advisor Innovations: Jason Wenk on Scaling Advisor Technology the Right Way

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In this episode, David Armstrong is joined by Founder and CEO of Altruist, Jason Wenk, to talk about the state of advisor technology and the move toward consolidation of onboarding, custodial services, trading, account management and portfolio reporting with digital applications. Wenk explains why the current state of advisory technology needed a kick to bring … Read More Read More
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Wealthmanagement.com Advisor Innovations with David Armstrong, Editor in ChiefBy David Armstrong, Editor in Chief
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