Real stories from advisors building what’s next
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Article
All new @ Altruist – December 2025 Newsletter
This month, we are giving advisors clearer visibility, and better tools to manage tax outcomes across their book. Explore these new updates designed to simplify your work and strengthen client service on Altruist.
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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
Altruist partners with Ritholtz Wealth Management to expand access to financial advice
Altruist, the modern custodian built exclusively for independent RIAs, announced a new custody relationship with Ritholtz Wealth Management (RWM), a national RIA overseeing more than $6 billion in assets for high-net-worth clients and institutions.
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