A spokesperson for Schwab did not respond to a request for comment regarding outreach to Altruist advisors following Vanguard ...

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

A recently settled lawsuit over Vanguard’s first-ever acquisition named a current sales executive at Altruist, the RIA ...

For half a century, Vanguard has sold the products but never owned the shelf they sit on. The Malvern-based investment ...

Vanguard’s Altruist acquisition may advance its goal of drumming up more business with independent financial advisors, one of ...

Vanguard's reported $4.6bn cash deal for Altruist would give the index giant a custody platform serving 6,000 advisers ...

RIAs who work with Charles Schwab have long worried Schwab competes with them for business. Could Vanguard's pending purchase of Altruist put Altruist RIAs in the same position?

After his firm agreed to one of the most impactful deals in wealth management of 2026, Altruist CEO Jason Wenk sat down with FP to discuss the negotiations, his firm's strategy and the new tool he ...

In the meantime, Vanguard’s $4.6 billion outlay for Altruist may put the investment giant at odds with some of its own ...

Jason Wenk’s would-be giant-killer custodian Altruist goes institutional with sale to investor and board member Vanguard.

Vanguard’s ~$4B Altruist deal signals a push into financial advice and wealth tech—what it means for advisers, custody rivals ...

The Culver City, Calif., RIA company last week threatened the Big Three of RIA custody; this week its declared war on another ...