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Why Windle Wealth is moving $150m to Altruist

Learn more about DJ Windle's decision to take his business from TDA to Altruist.

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Uncomplicating the Secure 2.0 Act and better efficiencies to financial planning with Daniel Gregoire

Secure 2.0 has further complicated planning practices for financial advisors. It’s a dense document with so many additions and changes. In this episode, Daniel Gregoire talks in depth about Secure 2.0, how it impacts advisors, and how to create greater efficiencies as financial planning becomes more complex.

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