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Altruist adds donor-advised funds with no minimums for advisors
Financial ADVSRRead our full story: Altruist builds donor-advised funds into its custody platform with no account minimums →The fast-growing custodian's new charitable accounts, run with sponsor Endaoment, undercut typical DAF fees as incumbent platforms post record giving.
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More on Altruist
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Schwab's Jon Beatty is one custody head offering a port in the storm after Fidelity unmoors its sub-$100M RIAs and Altruist's Jason Wenk , Apex's Bill Capuzzi and TradePMR's R. Scott Victoria are among othersWealthManagement.com · Oct 6, 12:01 AM ET
Altruist Adds Donor-Advised Funds to PlatformRIABiz · Sep 22, 1:16 PM ET
Schwab's surprise unveiling of Anthropic deal at Future Proof shows it has an AI ace up its sleeve, but it may take five years or more to catch up with Altruist, if at all, say two analystsRIABiz · Sep 11, 11:42 AM ET
CEO Jason Wenk says Altruist's AI 'Hazel' is ready for its second act, a financial planning service that will blow away the market with one big caveat -- advisors must be ready to provide PDFs, if rivals refuse API access
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