Resources for advisors shaping the future of advice
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Featured
The firm that bet on the future
Hear how Lifeworks Advisors partnered with Altruist to deliver the experience their next-gen clients expect and save $1,800 per household, every year.
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Article
Holistic Planning selects Altruist as preferred custodial partner
Texas-based $1.25B advisory firm turns to Altruist to support its growth plans and to develop an agentic operating system for financial advisors.
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Article
The rocket in the room: what SpaceX’s IPO means for your clients
At a reported target valuation of roughly $1.75 trillion, the SpaceX IPO ($SPCX) is shaping up to be one of the most consequential public listings in market history, and potentially the largest IPO ever.
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Altruist adds alternative assets, margin, options, and faster money movement to platform
Altruist, the tech-forward wealth platform built for independent advisors, is expanding its platform to offer alternative assets, along with margin, options, and faster money movement. The new capabilities allow advisors to provide more clients access strategies once reserved for the largest investors.
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Altruist launches personalized indexing to bring portfolio customization to advisors at scale
With Altruist Personalized Indexing, advisors can exclude industries, sectors, issues, or securities consistently across an entire portfolio.
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Sowell Management adds Altruist as enterprise custodial partner
Sowell Management is leveraging Altruist to help advisors grow their practices, deepen client relationships, and seek better outcomes.
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Article
Smarter rebalancing starts here: Introducing Review & Release
For years, rebalancing has been one of the most powerful yet misunderstood parts of portfolio management. Many investors see it simply as a mechanical process of buying and selling, overlooking its deeper role in maintaining risk alignment and long-term discipline.
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Article
Understanding structured products
Structured products are investments whose returns partly depend on how another asset performs.
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Altruist debuts industry-first custodial integration
Hazel is now the first AI platform for wealth managers to unify real-time data from a major custodian with CRM, emails, and meeting notes.
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Altruist unveils Hazel, a transformative AI platform for wealth professionals
Altruist, the modern custodian transforming how financial advisors serve clients, announced the launch of Hazel, a powerful AI platform designed specifically for financial advisors.
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Introducing Altruist One: The custodian pricing model, reimagined
Authored by Altruist CEO and Founder Jason Wenk.
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We’ve Acquired Thyme to supercharge advisor efficiency
Altruist has acquired Thyme, a sleek, modern AI-powered platform that’s redefining productivity for financial advisors.
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FIX is Here: Trading on Orion and Advyzon is now directly integrated with Altruist
Altruist launches seamless FIX trading integration with Orion and Advyzon, offering RIAs a modern, efficient, and fully digital trading experience.
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Article
Holistic Planning selects Altruist as preferred custodial partner
Texas-based $1.25B advisory firm turns to Altruist to support its growth plans and to develop an agentic operating system for financial advisors.
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Article
The rocket in the room: what SpaceX’s IPO means for your clients
At a reported target valuation of roughly $1.75 trillion, the SpaceX IPO ($SPCX) is shaping up to be one of the most consequential public listings in market history, and potentially the largest IPO ever.
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Three generations of success: Drucker Wealth is constantly evolving
Discover how Drucker Wealth has evolved through three generations, transforming from an insurance practice to a modern RIA.
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$300M in three years? Peak Retirement planning gets marketing right
How one firm skyrocketed to $300M in assets by leveraging a multi-channel marketing strategy focused on “Midwestern Millionaires.”
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How a former musician built a financial firm that puts clients first
How a former musician built a client-first advisory firm, Clarity Advisors, overcoming industry challenges with the support of Altruist.
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How Jon Henderson found freedom, growth, and the right custodial partner in Altruist
Jon Henderson’s journey to independence and Echo45 highlights the transformative power of choosing the right custodial partner.
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The Breakaway Chronicles: Brandon Lockwood
A series where we sit down with advisors who have successfully broken away to start their own firms. Gain insights, best practices, and valuable advice as they share their journey, challenges, and triumphs.
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Article
The rocket in the room: what SpaceX’s IPO means for your clients
At a reported target valuation of roughly $1.75 trillion, the SpaceX IPO ($SPCX) is shaping up to be one of the most consequential public listings in market history, and potentially the largest IPO ever.
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Article
AI in wealth management: A complete guide for 2026
In wealth management, AI helps advisors spend less time on routine tasks and more time with clients, making personalization, portfolio analysis, and firm growth easier to scale.
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5 ways to improve your RIA’s productivity
Advisor productivity is about to become much more important. Learn how RIAs can scale smartly, serve more clients, and future-proof their firms.
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Not using client testimonials? Here’s how financial advisors can do it (compliantly)
Learn how financial advisors can compliantly use client testimonials to boost their business with our detailed, step-by-step guide.
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Why I joined Altruist: New CBO Rich Rao on innovation, scale, and customer value
Rich Rao joins Altruist as CBO to drive innovation and customer value, leveraging his experience from Google and Facebook to revolutionize the RIA market.
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Top 5 takeaways from the 2025 T3 Software Survey
Key insights from the 2025 T3 Software Survey, highlighting the evolving priorities and trends among RIAs around custodians and technology.
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