Will AI Replace Financial Advisors? Altruist CEO Jason Wenk on What Comes Next

August 19, 2026

Episode Notes

Altruist founder and CEO Jason Wenk joins Advisor Upside to explain how AI could reshape financial advice, why a person born today may never need a human advisor, and what the industry must do to survive the next wave of automation.

This episode is brought to you by Fidelity.

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Will AI Replace Financial Advisors? Altruist CEO Jason Wenk on What Comes Next

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