Resources for advisors shaping the future of advice
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Featured
The Right Relationships Can Build Anything
CEO Jason Wenk shares how Altruist’s reimagined look and feel reflect a simple conviction: the right relationships can build anything.
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Article
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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Article
All New @ Altruist – September Product Updates
This month’s updates help clients earn more, stay compliant, and give you flexibility. Automate RMDs with the new Retirement Dashboard, unlock a limited-time APY boost on High-Yield Cash, and meet Hazel—your AI co-pilot to cut admin work and stay ahead of client needs.
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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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New in August 2025: Plaid, Advyzon FIX, and more!
This month we launched a new Plaid Core Exchange integration, giving clients secure access to thousands of finance apps while helping advisors save time and focus more on client relationships.
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New in July 2025: Altruist One, Depth of Book, and more.
Enhanced fixed income insights, seamless integrations, and expanded connectivity—empowering advisors with greater efficiency, control, and flexibility.
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New in June 2025: FIX Trading, Insufficient Funds Report
Streamline trading and stay ahead of shortfalls with FIX integration and the Insufficient Funds Report—right from your Altruist dashboard.
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Article
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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Article
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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Direct Indexing, Simplified
Explore how Altruist’s Direct Indexing models help you personalize portfolios, maximize tax-savings, and provide high-end strategies for your clients.
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Model Marketplace 2024 Recap
Recapping the most popular strategies, managers, and new features of Altruist’s Model Marketplace that launched in 2024.
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Dispelling 7 Myths About Altruist’s Model Marketplace
Here are some misconceptions about our model marketplace (and why they’re off base).
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Article
The Breakaway Chronicles: Jon Henderson
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
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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Panoramic Financial Switched from Schwab to Altruist—and Saved 20 Hours a Week
How one firm capitalized by ditching a legacy custodian for Altruist
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Article
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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Article
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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$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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Mind the (Generational) Gap — How to Address the Nuances of Gen X and Millennial Clientseach
Learn how to effectively address the distinct financial preferences of Gen X and Millennial clients to build trust and long-term relationships.
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Grow Your Practice with Equity-Compensated Clients
How financial advisors can help young, equity-compensated clients manage taxes, mitigate risks, and plan for the future to grow their practice effectively.
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