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Altruist Adds Donor-Advised Funds to Platform
The custodian's new offering features no account minimums, lower fees than competitors and flexible investment options for advisors managing client philanthropy.
Summary as published by WealthManagement.com
More on Altruist
Altruist hub →RIABiz · Oct 5, 10:44 PM ET
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 othersInvestmentNews · Oct 1, 3:19 PM ET
“The AI tsunami is going to change this industry in very unpredictable ways”RIABiz · 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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