Wealth Management in the Age of AI

The $2 Trillion wealth management industry is facing an existential pivot point as Artificial Intelligence has made financial planning much more efficient, and much less reliant on human touch. Jason Wenk, founder and CEO of Altruist drops in with his perspective on this dynamic shift and how the industry will evolve from here. Plus, global markets are spiraling as crude oil prices topped $120 barrel amid the ongoing and uncertain war in Iran. Uncertainty is everywhere, but The Express is live and direct from the Future Proof Wealth Festival in Miami Beach. Learn more about your ad choices. Visit podcastchoices.com/adchoices

You can listen to Wealth Management in the Age of AI online on Radio and Podcast. Open the player on this page to stream the available audio.

Wealth Management in the Age of AI is an episode from The Investopedia Express with Caleb Silver by Investopedia.

This episode is 33:10 long.

This episode was published on Mar 9, 2026.

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