Resources for advisors shaping the future of advice
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Featured
Altruist introduces AI-powered tax planning in Hazel
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Article
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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Gerber Kawasaki selects Altruist as its wealth management platform to power growth
Enterprise wealth and investment manager adds Altruist to streamline operations, enhance AI capabilities, and scale client impact.
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Altruist named custodial partner for $900M Lifeworks Advisors
“Partnering with Altruist directly advances our commitment to delivering better outcomes for clients. The platform aligns our technology with how we actually serve clients by eliminating operational friction, empowering our advisors, and creating even more space for thoughtful, relationship-driven advice that truly changes lives.”
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All New @ Altruist – January Product Updates
This month, we are introducing updates that give advisors more flexibility, reduce manual work, and help firms deliver a more consistent client experience. Explore these new features designed to simplify operations and support firms as they scale on Altruist.
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Altruist Model Marketplace 2025 Recap
How advisors transformed their clients’ portfolios in 2025. Altruist’s Model Marketplace gives advisors access to a wide range of professionally built model portfolios from distinguished investment managers.
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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
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
$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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$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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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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Mind the (generational) gap — How to address the nuances of Gen X and millennial clients
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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Serving a high-touch, high-profit niche: Self-employed business owners
Advisors can tap into the lucrative niche of self-employed business owners by addressing their unique financial challenges.
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Share your best ideas. Meet your best clients.
A practical guide for advisors to stand out online, connect with the right people, and win new clients.
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