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

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

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

The world’s second-biggest investment firm is making a bigger push into financial advice.

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

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

After his firm agreed to one of the most impactful deals in wealth management of 2026, Altruist CEO Jason Wenk sat down with ...

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

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?

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

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

The acquisition is only the second ever for the 51-year-old company as it tries to expand beyond index-fund fees.