Rohit Vaish
Co-founder of Saturn, a fintech focused on using AI to improve financial planning workflows and scale human-led advice; joined the show to discuss AI's impact on the advice industry.
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Feb 26, 2026 • 1h 41min
91 - ROHIT VAISH FROM SATURN: AI: Revolution or Ruin for Financial Planning?
Rohit Vaish, co-founder of Saturn and fintech builder using AI to scale human-led financial advice. He discusses AI's effect on advice economics and how data and workflows can cut admin. The conversation covers preparing firms for AI, shifting roles in advice, and practical steps to capture and use client data efficiently.
