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Advisor Upside

Fidelity’s New Custody Minimum Impacts 1,150 RIAs

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For many smaller firms, the announcement means finding a new custodian, a potentially disruptive process.

2 min read

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Advisor Upside

Vanguard’s Altruist Deal May Shake Up Robo-Advice

Bringing some of Altruist’s AI financial planning tech to Vanguard Digital Advisor may be a core reason the asset manager made the offer in the first place.

2 min read
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ETF Upside

Vanguard’s Altruist Deal Could Be a Warning Shot for ETF Platform Fees

Some custodians are charging issuers for shelf space, but Vanguard could challenge that practice.

2 min read
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Advisor Upside

What’s Behind Vanguard’s Deal to Buy Altruist?

It’s the latest step in CEO Salim Ramji’s plan to move Vanguard beyond low-cost asset management and into financial advice.

2 min read

Advisor Upside

Digital Custodian Altruist Takes On Schwab, Fidelity With New RIA Model

Photo via Altruist

The affiliate model itself is nothing new, but it’s novel for a custodian.

2 min read

Photo via Altruist

Advisor Upside

Altruist CEO Jason Wenk Talks AI After ‘Unusual’ Wall Street Selloff

The firm’s new artificial intelligence-powered tax agent writes unique code for each individual client.

5 min read

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