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The post Ep. 357: Why Data Unification Beats Data Aggregation Every Time with David Benskin, Wealth Access appeared first on and was written by Elana Iskowitz.
Meet Our Guest This episode features David Benskin, founder and CEO of Wealth Access. David spent a decade at Merrill Lynch before launching Wealth Access in 2011 to solve a problem he saw firsthand as an advisor: neither advisors nor their clients had a clear picture of what clients actually owned. In this conversation, David […]
The post Ep. 357: Why Data Unification Beats Data Aggregation Every Time with David Benskin, Wealth Access appeared first on and was written by Elana Iskowitz.
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