Joel Bruckenstein’s Financial Planning Tech Survey 2015 yield surprising results reveal Wealth...
T3 Teeming with Deals
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.