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Jason Wenk on the Importance of Learning AI
Posted
July 20, 2026
Views
722
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July 20, 2026
722
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0:49Now 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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