Challenging The Titans of Asset Management with Jason Wenk

Challenging The Titans of Asset Management with Jason Wenk

Bloomberg... · 65:15 · 10,108 plays

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Barry speaks with Jason Wenk, founder and CEO of Altruist, a modern custodian for independent financial advisors. They discuss how Jason started the company and his plans to change asset management. Jason also weighs in on the state of RIAs, and AI.See omnystudio.com/listener for privacy information.

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