Resources for advisors shaping the future of advice
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Featured
The firm that bet on the future
Hear how Lifeworks Advisors partnered with Altruist to deliver the experience their next-gen clients expect and save $1,800 per household, every year.
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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 firm that goes deeper than the balance sheet
With Altruist, Collie Financial Planning reclaimed up to 20 hours per advisor each week and put them into deeper planning for three generations of clients.
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Article
The firm that invests in people first
“The great thing about working with a partner like Altruist is that I don’t need to worry if I will have the tools and technology required to grow into the future—not over the next five years, but perhaps over the next 10, 20 years and beyond,” said Douglas Boneparth.
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The firm that bet on the future
Hear how Lifeworks Advisors partnered with Altruist to deliver the experience their next-gen clients expect and save $1,800 per household, every year.
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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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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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Article
9 steps to grow your financial advisor business
Ready to scale? Learn how to grow your financial advisor business with a step-by-step plan to attract the right clients and build systems that last.
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Article
High-impact portfolio management moves—and how to automate them
Every advisor manages portfolios. What can set you apart is doing it better, for every client you serve. Here are three high-impact portfolio management moves, and how automation can help you run them without adding more hours to your schedule.
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How passkeys protect your firm from phishing
The most useful thing you can do this week takes two minutes. Set up a passkey. Then set up a second one.
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Hazel is on a mission to collapse the tech stack for financial advisors
OpenAI helps Hazel build a fast, accurate platform optimized for a highly regulated industry
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What is automated invoice processing?
Automated invoice processing lets accounts payable teams handle roughly 3x the invoices per employee. Here’s how it works, what to look for, and how to roll it out.
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The 18 best AI tools for business automation
AI tools for business automation handle intake, data entry, and documentation—while advisors keep the judgment calls. Here are 18 worth knowing.
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The advisor’s guide to AI in asset management
AI in asset management automates reporting, compliance, onboarding, and research—while advisors stay in control of investment decisions.
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