In this episode, Tim Maurer sits down with Pete Dorsey — industry veteran and co-founder of Wing, an AI-powered financial planning and investment platform — to discuss how technology is democratizing access to fiduciary advice.
How AI is Redefining Financial Planning with…
In this episode, Tim Maurer sits down with Pete Dorsey — industry veteran and co-founder of Wing, an AI-powered financial planning and investment platform — to discuss how technology is democratizing access to fiduciary advice.