Events Archive - Altruist https://altruist.com/events/ Empowering RIAs to drive better client outcomes Thu, 23 Jul 2026 14:30:33 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.5 https://cdn.prod.altruistnet.tech/wp-content/uploads/2025/06/cropped-favicon-96x96-1-32x32.png Events Archive - Altruist https://altruist.com/events/ 32 32 Coffee with Altruist Onboarding July 2026 https://altruist.com/events/coffee-with-altruist-onboarding-july-2026/ Thu, 23 Jul 2026 14:30:33 +0000 https://altruist.com/?post_type=events&p=6338 Coffee with Altruist Onboarding: From login to funded account Account opening & funding Thursday, July 3010 AM – 10:45 AM PT/ 1 PM – 1:45 PM ET Join the Altruist Onboarding Team for a live, interactive session focused on helping you navigate key workflows across account opening, funding, and advisor and client experience. This session …

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Coffee with Altruist Onboarding:

From login to funded account

Account opening & funding

Thursday, July 30
10 AM – 10:45 AM PT/ 1 PM – 1:45 PM ET

Join the Altruist Onboarding Team for a live, interactive session focused on helping you navigate key workflows across account opening, funding, and advisor and client experience.

This session is designed for advisors and their team who are new to Altruist or looking to strengthen their understanding of the tools that support their day-to-day operations. We’ll walk through practical guidance to help you better understand account opening and funding workflows, improve the advisor and client experience, and explore tools that can help support your practice.

During this 45-minute session, we’ll cover:

  • Account opening and funding workflows and best practices
  • Tools and resources that can help improve visibility into the advisor and client experience
  • Practical ways to support a smoother day-to-day operational experience
  • 15-minute Q&A with the Altruist Onboarding Team

Whether you’re setting up your account opening process, navigating funding workflows, or looking for ways to create a better experience for both advisors and clients, this session is designed to help you move forward with more clarity and confidence.

Grab a coffee and join us for a practical conversation with the Altruist Onboarding Team.

Watch the replay

Speaker

Ved Huzbasic

Altruist

Onboarding Specialist

The post Coffee with Altruist Onboarding July 2026 appeared first on Altruist.

]]> Expert insights from KKR https://altruist.com/events/expert-insights-from-kkr/ Thu, 09 Jul 2026 14:00:00 +0000 https://altruist.com/?post_type=events&p=6270 Navigating private markets: Expert insights
from KKR Thursday, July 23rd9–9:45 am PT/ 12–12:45 pm ET KKR has been at the forefront of alternatives for decades, and they’re sharing their private market insights exclusively with the Altruist community. During this webinar, hear directly from Lauren Goodwin, Chief Investment Strategist for Global Wealth at KKR, on: Whether you’re …

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Navigating private markets:

Expert insights

from KKR

Thursday, July 23rd
9–9:45 am PT/ 12–12:45 pm ET

KKR has been at the forefront of alternatives for decades, and they’re sharing their private market insights exclusively with the Altruist community.

During this webinar, hear directly from Lauren Goodwin, Chief Investment Strategist for Global Wealth at KKR, on:

  • Where private markets stand today and where they’re headed
  • How alternative investments can unlock growth for your clients
  • What to watch out for when evaluating alternative investments

Whether you’re new to alternatives or already invested, you’ll walk away with practical insights to help you keep pace as private markets continue to evolve.

Registration info, including your email, will be shared with KKR, our co-host for this event.

Watch the replay

Speakers

Michael Miller

Altruist

PM, Investment

Lauren Goodwin

KKR

Chief Investment Strategist for Global Wealth

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]]> Coffee with Altruist Onboarding June 2026 https://altruist.com/events/coffee-with-altruist-onboarding-june-2026/ Thu, 18 Jun 2026 12:00:00 +0000 https://altruist.com/?post_type=events&p=6175 Coffee with Altruist Onboarding: Fee billing, reporting& integrations Bringing clarity and confidence in your practice Thursday, June 2510 AM – 10:45 AM PT/ 1 PM – 1:45 PM ET Join the Altruist Onboarding Team for a live, interactive session focused on helping you navigate key workflows across fee billing, reporting, and integrations. This session is …

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Coffee with Altruist Onboarding:

Fee billing, reporting
& integrations

Bringing clarity and confidence in your practice

Thursday, June 25
10 AM – 10:45 AM PT/ 1 PM – 1:45 PM ET

Join the Altruist Onboarding Team for a live, interactive session focused on helping you navigate key workflows across fee billing, reporting, and integrations.

This session is designed for advisors who are new to Altruist or looking to strengthen their understanding of the tools that support their day-to-day operations. We’ll walk through practical guidance to help you better understand billing workflows, use reporting for greater visibility, and explore integrations that can help support your practice.

During this 45-minute session, we’ll cover:

  • Fee billing workflows and best practices
  • Reporting tools that can provide better visibility into your business
  • Integrations that may help streamline your day-to-day operations
  • Live Q&A with the Altruist Onboarding Team

Whether you’re setting up your billing structure, reviewing reporting capabilities, or exploring ways to make your tech stack more efficient, this session is designed to help you move forward with more clarity and confidence.

Grab a coffee and join us for a practical conversation with the Altruist Onboarding Team.

Watch the replay

Speaker

Alex Farran

Altruist

Senior Onboarding Specialist

The post Coffee with Altruist Onboarding June 2026 appeared first on Altruist.

]]> Alternatives Webinar https://altruist.com/events/alternatives-webinar/ Thu, 04 Jun 2026 19:00:00 +0000 https://altruist.com/?post_type=events&p=6101 Roll out alternative assets across your firm in minutes Wednesday, June 17
10–10:45 am PT/ 1–1:45 pm ET Kanan Advisors, a wealth management firm for fast-moving, ambitious clients, is unlocking more opportunities than ever with Altruist’s alternative assets. During this webinar, hear how they’re using alternatives to support rapid growth, turning what used to take hours …

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Roll out alternative assets across your firm in minutes

Wednesday, June 17

10–10:45 am PT/ 1–1:45 pm ET

Kanan Advisors, a wealth management firm for fast-moving, ambitious clients, is unlocking more opportunities than ever with Altruist’s alternative assets.

During this webinar, hear how they’re using alternatives to support rapid growth, turning what used to take hours into minutes with:

  • Fully digital onboarding with sub-doc prep
  • Transfer workflows that cut out the back-and-forth
  • Reporting and billing that work together
  • Redemption tracking that provides more clarity and easy submission

We’ll also leave time for a live Q&A, so bring your questions.

Watch the replay

Altruist and our affiliates did not pay for this testimonial, but we do earn revenue from financial advisors who use our platform. This customer review may not represent the experience of others and it isn’t a guarantee of results.

Altruist Corp (“Altruist”) offers technology and tools designed to help financial advisors achieve better outcomes. Advisory services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Commission-free trading means $0 commission trades placed in brokerage accounts via web or mobile devices. Other fees may still apply. Please see the Altruist Financial Fee Schedule to learn more. By using this website, you understand the information being presented is provided for informational purposes only and agree to our Terms of Use and Privacy Policy. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance.

Clearing and custody of securities provided by Altruist Financial LLC. Check the background of Altruist Financial LLC on FINRA’s BrokerCheck

Speakers

Michael Miller

Altruist

PM, Investment

Adam Anschultz

Kanan Advisors

Steven Karkenny

Kanan Advisors

Taylor Snider

Kanan Advisors

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]]> Office Hours Q2 https://altruist.com/events/office-hours-q2-2026/ Wed, 20 May 2026 22:55:35 +0000 https://altruist.com/?post_type=events&p=5992 Altruist Q2 Office Hours Altruist CEO Jason Wenk unveils major product updates Thursday, June 4th1 pm – 2 pm PT Join Jason Wenk, Dan Skiles, and Altruist PM of Investments Mike Miller for the second Office Hours session of 2026. Get a first look at the latest platform updates from Q2—and a preview of what’s …

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Altruist Q2 Office Hours

Altruist CEO Jason Wenk unveils major product updates

Thursday, June 4th
1 pm – 2 pm PT

Join Jason Wenk, Dan Skiles, and Altruist PM of Investments Mike Miller for the second Office Hours session of 2026.

Get a first look at the latest platform updates from Q2—and a preview of what’s coming in Q3.

What to expect:

  • A deep dive into one of the biggest investment additions to the Altruist platform – launching June 2
  • A first look at new capabilities that drive better client outcomes – coming this summer
  • Recent platform updates, including improved tax-loss harvesting, new banking features, trading enhancements, and Hazel modes
  • An early preview of the Q3 roadmap

We’ll also open the floor for a live Q&A, so be sure to submit your questions in advance.

Watch the replay

Altruist and our affiliates did not pay for this testimonial, but we do earn revenue from financial advisors who use our platform. This customer review may not represent the experience of others and it isn’t a guarantee of results.

Altruist Corp (“Altruist”) offers technology and tools designed to help financial advisors achieve better outcomes. Advisory services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Commission-free trading means $0 commission trades placed in brokerage accounts via web or mobile devices. Other fees may still apply. Please see the Altruist Financial Fee Schedule to learn more. By using this website, you understand the information being presented is provided for informational purposes only and agree to our Terms of Use and Privacy Policy. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance.

Clearing and custody of securities provided by Altruist Financial LLC. Check the background of Altruist Financial LLC on FINRA’s BrokerCheck

Speakers

Office Hours Q2 2025

Jason Wenk

Founder & CEO at Altruist

Dan Skiles

VP, Relationships at Altruist

Michael Miller

PM of Investment at Altruist

The post Office Hours Q2 appeared first on Altruist.

]]> Coffee with Altruist Onboarding https://altruist.com/events/coffee-with-altruist-onboarding-may-2026/ Thu, 14 May 2026 16:15:49 +0000 https://altruist.com/?post_type=events&p=5912 Coffee with Altruist Onboarding: Trading & Rebalancing: powering your investment workflow Thursday, May 28, 2026
10 AM – 10:45 AM PT/ 1 PM – 1:45 PM ET Join us for an interactive session focused on helping you streamline your trading and rebalancing workflows on Altruist. This month’s session will be hosted by Alex Farran, alongside subject …

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Coffee with Altruist Onboarding:

Trading & Rebalancing: powering your investment workflow

Thursday, May 28, 2026

10 AM – 10:45 AM PT/ 1 PM – 1:45 PM ET

Join us for an interactive session focused on helping you streamline your trading and rebalancing workflows on Altruist.

This month’s session will be hosted by Alex Farran, alongside subject matter experts from the Altruist Onboarding Team, bringing you guided walkthroughs and real-world insights from the teams who support advisors every day.

Start your morning with a fresh cup of coffee
and join us for a session designed to help you operate more efficiently and confidently on
the platform.

We’ll kick things off with 30 minutes of focused insights on trading and rebalancing, followed by 15 minutes of open Q&A. Whether you’re looking to refine your process or better understand key features, this is your opportunity to ask questions, share feedback, and connect directly with our onboarding experts.

Grab a coffee and join us for an informative conversation to help you navigate your advisor journey with confidence.

Watch the replay

Speaker

Alex Farran

Altruist

Senior Onboarding Specialist

The post Coffee with Altruist Onboarding appeared first on Altruist.

]]> Maximize tax alpha across taxable accounts https://altruist.com/events/maximize-tax-alphaacross-taxable-accounts/ Thu, 07 May 2026 14:54:12 +0000 https://altruist.com/?post_type=events&p=5855 Maximize tax alphaacross taxable accounts Thursday, May 21, 2026
10–10:45 am PT / 1–1:45 pm ET In this session, we’ll show how Altruist’s tax management suite can help maximize tax alpha, and how the tools that make that possible work even better together. Join us for a hands-on walkthrough of how advisors can use Altruist to: …

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Maximize tax alpha
across taxable accounts

Thursday, May 21, 2026

10–10:45 am PT / 1–1:45 pm ET

In this session, we’ll show how Altruist’s tax management suite can help maximize tax alpha, and how the tools that make that possible work even better together.

Join us for a hands-on walkthrough of how advisors can use Altruist to:

  • Harvest losses with tools that evaluate accounts daily for tax loss harvesting opportunities
  • Build personalized, tax efficient portfolios at scale with Personalized Indexing
  • Efficiently invest deposits and raise cash for withdrawals with automated workflows
  • Navigate taxable transitions and manage large embedded gains in taxable accounts

If you’re ready to make tax alpha a core part of your value proposition, this session is for you.

Register now.

Watch the replay

Speakers

Adam Grealish

VP, Product at Altruist

Brad Sparks

Director of Sales at Altruist

Tax Management tools (including, but not limited to tax loss harvesting) may lead to unfavorable tax impact depending on a number of factors including customer account holdings and asset location. Tools may be impacted by a number of factors including a portfolio’s rebalancer and/or fund substitute settings. Use of these tools may increase turnover and tracking error, and results may be reduced by fees, trading costs, and wash sale limitations. Advisors are responsible for ensuring settings are appropriate for each client and for monitoring accounts where tax management is enabled. See the Altruist Tax Management and Rebalancer Disclosures document on altruist.com/legal for more information.

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]]> Build to Grow NYC https://altruist.com/events/build-to-grow-nyc/ Tue, 28 Apr 2026 16:14:23 +0000 https://altruist.com/?post_type=events&p=5767 For high-growth advisors building for the decades ahead Hosted by October 6-7, 20261 Hotel Brooklyn BridgeDUMBO, NY Set a new bar for growth Build to Grow NYC brings together advisors leading high-growth firms alongside the industry’s top voices to explore strategies for running more efficient firms, serving more clients per advisor, and unlocking your next …

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Build to Grow

NYC

For high-growth advisors building for the decades ahead

Hosted by

October 6-7, 2026
1 Hotel Brooklyn Bridge
DUMBO, NY

Set a new bar for growth

Build to Grow NYC brings together advisors leading high-growth firms alongside the industry’s top voices to explore strategies for running more efficient firms, serving more clients per advisor, and unlocking your next $50M to $500M in AUM.

Speaker

Carl Richards

New York Times columnist · Bestselling author · The Sketch Guy

A leading voice on the human side of financial advice is coming to Build to Grow NYC to discuss how advisors can stand out in the age of AI.

An experience made for builders

Get the strategies, connections, and practical advice to build what’s next. Here’s what’s waiting for you:

Profile Icon

Straight talk from industry leaders on why business as usual won’t win the coming decades, and what will

Shapes Icon

Real playbooks from the leaders of fast-growing firms

Settings Icon

Tech-forward operating strategies that improve efficiency, make the client experience better, and give you time back

Spinner Icon

Practical AI and automation sessions focused on real implementation

Play Icon Icon

Live demos of Altruist and Hazel with the team that built them, on hand to answer your questions

Select Icon

Curated networking with advisors who are building high-growth firms like yours

Build to Grow NYC

Speakers

Carl Richards

Author & Sketch Guy Creator

Dan Skiles

VP of Advisor Relationships, Altruist

Davis Janowski

Senior Editor, Informa Connect

Jamie Hopkins

CEO, Bryn Mawr Trust

Jason Wenk

Founder & CEO, Altruist

Jacquelyn Blue

COO, Bryn Mawr Trust Advisors

Joe Schmitz

Founder & CEO, Peak Retirement
Planning, Inc.

Josh Brown

CEO, Ritholtz Wealth Management

Mazi Bahadori

COO, Altruist

Mela Seyoum

Reporter, Financial Times

Nimesh Patel

President, Altruist Advisors, Altruist

Peter Nolan

Head of Asset & Wealth Management, Anthropic

Ron Bullis

CEO & Co-Founder, Lifeworks Advisors

Rron Rexha

Founder & CEO, Arca

Rubin Miller

CIO, Peltoma Capital Partners

Samantha Russell

Chief Evangelist, FMG Suite

Scott DeSantis

CEO, Civic Financial

“This was a great two days packed with so much information, and the innovations from Altruist just keep coming! The future is bright, and we are proud to be at the forefront of these positive changes.”

John Foard, CFP and Co-Founder of Crown Advisors

“I’m excited about what Altruist is building, but even more so about getting to know the people behind the technology and the vision. It was a top-notch experience, and I’m looking forward to seeing what they continue to build and how that can ultimately benefit our clients.”

Andrew C. Barnes, CFP, President, and CIO at Entruity Wealth

“Great time at the Altruist Build to Grow Summit last week. It was a meaningful experience—connecting with peers, exchanging ideas, and being part of conversations focused on where our industry is headed. I left feeling energized by the momentum and the people helping to shape what’s next.”

Joy Sandoval, Director of Client Relations at San Luis Wealth Advisors

This testimonial was given by a current client. Neither Altruist nor its affiliates paid for this testimonial, but we do earn revenue from financial advisors who use our software, from assets invested through our broker-dealer (Altruist Financial LLC) and assets using services made available by our registered investment adviser (Altruist LLC). The promoting advisor received compensation or other benefits from Altruist through the promoting advisor’s participation in one or more of Altruist’s various programs, which created a conflict of interest on the promoting advisor’s part and may have influenced the view(s) expressed by the promoting advisor. For more details on program compensation and benefits and related conflicts of interest, please visit altruist.com/RIA-testimonial. For additional information about the promoting advisor’s conflicts of interest when expressing its views about Altruist or Altruist’s affiliates, please see the promoting advisor’s advisory program brochures, available at https://adviserinfo.sec.gov/. This testimonial may not represent the experience of others and it is not a guarantee of results.

Agenda

From LA to NYC

Two days in Los Angeles. A room full of forward-thinking advisors. One shared mission: building the future of wealth management. Next stop: New York City.

The post Build to Grow NYC appeared first on Altruist.

]]> What’s new in Hazel https://altruist.com/events/whats-new-in-hazel/ Thu, 16 Apr 2026 17:27:01 +0000 https://altruist.com/?post_type=events&p=5723 Hazel is getting some new features to help you automate more of your core advisory work.

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What’s new in Hazel

Do more with modes and task prioritization

Thursday, April 30th
10-10:45 am PT/ 1-1:45 pm ET

Join us for a live walkthrough to see the latest capabilities in action. Here’s a sneak peek of what’s new:

  • Shape Hazel around how your firm works—your voice, your tone, your process—then roll it out to the whole team. 
  • Build financial summaries, advisor-ready checklists, and more from instructions you set once.
  • Ask Hazel to create and prioritize tasks for you and your firm, right in the chat

After the demo, stay for a live Q&A where we’ll answer your questions and share a peek at what’s next on the roadmap.

Watch the replay

Speakers

Fernando San Martin Jorquera

Senior Product Manager

Erik Tena

Product Operations Specialist

The post What’s new in Hazel appeared first on Altruist.

]]> Brewing success: Your onboarding Q&A https://altruist.com/events/brewing-success-your-onboarding-qa/ Fri, 13 Mar 2026 18:09:06 +0000 https://altruist.com/?post_type=events&p=5504 Join the Altruist onboarding team for an interactive session focused on helping you move your accounts and get started with confidence.

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Coffee with Altruist Onboarding:

Setting you up for success

Brewing success: Your onboarding Q&A

Wednesday, March 25

10-10:45 AM PT/1:00-1:45 PM ET

Start your morning with a fresh cup of coffee and join our onboarding team for an interactive session built to set you, your firm, and your clients up for success on Altruist.

We’ll kick things off with 15 minutes of helpful insights, followed by 30 minutes of open Q&A.

Whether you’re just getting started or looking for guidance on specific features that unlock more value from our platform, this is your opportunity to ask questions, share feedback, and connect directly with our onboarding experts.

Watch the replay

Join the Altruist onboarding team for an interactive session focused on helping you move your accounts and get started with confidence.

This quarterly webinar is tailored to advisors who are new to the Altruist platform. Start your morning with a fresh cup of coffee and join our onboarding team for an interactive session built to set you, your firm, and your clients up for success on Altruist.

Whether you’re just getting started or looking for guidance on specific features that unlock more value from our platform, this is your opportunity to connect directly with our onboarding experts.

Grab a coffee and join us for an informative conversation to help you navigate your advisor journey with confidence.

Altruist and our affiliates did not pay for this testimonial, but we do earn revenue from financial advisors who use our platform. This customer review may not represent the experience of others and it isn’t a guarantee of results.

Altruist Corp (“Altruist”) offers technology and tools designed to help financial advisors achieve better outcomes. Advisory services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Commission-free trading means $0 commission trades placed in brokerage accounts via web or mobile devices. Other fees may still apply. Please see the Altruist Financial Fee Schedule to learn more. By using this website, you understand the information being presented is provided for informational purposes only and agree to our Terms of Use and Privacy Policy. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance.

Clearing and custody of securities provided by Altruist Financial LLC. Check the background of Altruist Financial LLC on FINRA’s BrokerCheck

Speakers

Samuel Geralds III

Altruist

Altruist Onboarding Specialist

The post Brewing success: Your onboarding Q&A appeared first on Altruist.

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