Uploaded March 2026 | Updated September 2026, 2 weeks ago
When AI moves from experiment to operating system, everything feels different. In this open conversation, Jason Wenk shares how AI-native platforms are collapsing complex planning work into minutes and reshaping the economics of wealth management. We’ll explore what this means for custodians, business models, advisor roles, and client expectations as the industry moves from AI-assisted to AI-first.
When AI moves from experiment to operating system, everything feels different. In this open conversation, Jason Wenk shares how AI-native platforms are collapsing complex planning work into minutes and reshaping the economics of wealth management. We’ll explore what this means for custodians, business models, advisor roles, and client expectations as the industry moves from AI-assisted to AI-first.










