Resources for advisors shaping the future of advice
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Featured
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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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
All new @ Altruist – November product updates
This month, we’re focused on simplifying your day, giving you clearer insights, and adding more ways to get things done on the Altruist platform. Explore new investment options, improved support, and powerful integrations — all coming to Altruist this November.
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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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Rewriting the Visual Identity of RIA Custody
Meet the new Altruist.
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What Advisors Are Asking: Top Questions from Q2 Office Hours
Common questions from the latest updates from Altruist, including new platform capabilities, upcoming features, and the exciting acquisition of AI-powered productivity platform Thyme.
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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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Office Hours with Jason Wenk and Dan Skiles: Q2 2025
New products and features, a new look, and some very exciting news about Altruist’s flagship AI offering.
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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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Simplifying Fixed Income Trading for RIAs
Dive into Altruist’s new fixed income trading center—a fully digital solution designed to help RIAs manage client portfolios with ease.
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Fixed Income Reimagined: How Altruist is Bringing Innovation to Bond Trading
Altruist is transforming fixed income trading, offering advisors streamlined tools for efficient, cost-effective bond management.
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Advisor Portal Updates: Improved Navigation and Global Search
Announcing a few exciting quality of life updates to our advisor portal.
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Answers to the Altruist Community’s TaxIQ questions
We answer the most common questions about TaxIQ, Altruist’s new suite of tax management solutions.
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Maximizing Client Returns with TaxIQ
Adam Grealish, Head of Investments at Altruist, introduces new Tax Management features built for RIAs.
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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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The Breakaway Chronicles: Kyle Hammerschmidt
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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Faster Client Onboarding, Better Tools — A Chat with A.J. Toce
One advisor’s experience transitioning from SSG to Altruist following the merger.
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The Breakaway Chronicles: Bob Gavlak
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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The Advisor Journey Presents: Authentic storytelling with Steve Sanduski
Industry veteran Steve Sanduski joins The Advisory Journey to discuss the power of storytelling and authenticity for financial advisors.
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2024 Predictions from The Advisor Journey
The Advisor Journey hosts break down their predictions for the advisor space in 2024, including some big changes that could be on the way.
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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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Direct Indexing: What Advisors Need To Know
Here’s what advisors need to know about direct indexing and how to use the strategy at Altruist to produce better client outcomes.
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How to Prepare Your Advisory Firm for a More Profitable Sale
Selling your advisory firm is a life-changing event for many advisors. However, approaching a potential sale requires serious preparation.
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Why Altruist Is Just Like “The Big 2” Custodians — and Why It’s Completely Different
A note from COO Mazi Bahadori on how Altruist stacks up to legacy custodians.
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12 Takeaways from the 108-page Kitces Advisor Marketing Survey
We reviewed all 108 pages of the 2024 Kitces Advisor Marketing Survey so you don’t have to.
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The ‘Little Things’ That Helped This $480M Firm Choose Altruist
How one RIA chose Altruist—and how it compares to their previous custodian.
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