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Jason Wenk on the Importance of Access to 'High Caliber' People
Posted
July 17, 2026
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861
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July 17, 2026
861
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0:41Now PlayingBarry 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.
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