Events

A place for tech-forward independent advisors to connect, learn, and collaborate on making financial advice better.

Upcoming webinars

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    Webinars

    Alternatives Webinar

    Roll out alternative assets across your firm in minutes Wednesday, June 17
10–10:45 am PT/ 1–1:45 pm ET Kanan Advisors, a wealth management firm for fast-moving, ambitious clients, is unlocking more opportunities than ever with Altruist’s alternative assets. During this webinar, hear how they’re using alternatives to support rapid growth, turning what used to take hours…

    June 17, 2026

    Alternatives Webinar
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    Webinars

    Office Hours Q2

    Altruist Q2 Office Hours Altruist CEO Jason Wenk unveils major product updates Thursday, June 4th1 pm – 2 pm PT Join Jason Wenk, Dan Skiles, and Altruist PM of Investments Mike Miller for the second Office Hours session of 2026. Get a first look at the latest platform updates from Q2—and a preview of what’s…

    June 4th, 2026

    Office Hours Q2

Webinar replays

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