{"id":400,"date":"2025-03-10T19:49:45","date_gmt":"2025-03-10T19:49:45","guid":{"rendered":"https:\/\/altruist.com\/?page_id=400"},"modified":"2026-06-18T12:18:04","modified_gmt":"2026-06-18T16:18:04","slug":"resources","status":"publish","type":"page","link":"https:\/\/altruist.com\/resources\/","title":{"rendered":"Resources"},"content":{"rendered":"<section class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\" style=\"padding:var(--wp--preset--spacing--1600) 0\"><h1 class=\"wp-block-heading has-text-align-center has-secondary-font-family has-headline-3-font-size has-max-width\" style=\"font-style:normal;font-weight:450;--max-width-mobile:100%;--max-width-desktop:850px\" id=\"resources-for-advisors-shaping-the-future-of-advice\">Resources for advisors shaping the future of advice<\/h1>\n<\/section>\n\n\n<section class=\"wp-block-group alignfull is-full-width-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-c49557af wp-block-group-is-layout-constrained\" style=\"margin-bottom:var(--wp--preset--spacing--1200);padding:0 var(--wp--preset--spacing--1600)\"><div class=\"wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-23441af8 wp-block-group-is-layout-flex\">\n<nav class=\"has-cta-default-font-size items-justified-space-between no-wrap is-content-library-nav wp-block-navigation is-horizontal is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-navigation-is-layout-7cbee8e8 wp-block-navigation-is-layout-flex has-display-none-mobile has-display-block-desktop has-width\" aria-label=\"Resources\" style=\"--width:100%\"><ul class=\"wp-block-navigation__container has-cta-default-font-size items-justified-space-between no-wrap is-content-library-nav wp-block-navigation has-cta-default-font-size\">\n<?xml encoding=\"UTF-8\"><li class=\"has-cta-default-font-size wp-block-navigation-item wp-block-navigation-link\"><a class=\"wp-block-navigation-item__content\" href=\"https:\/\/altruist.com\/resources\/\" data-nav-label=\"Home\"><span class=\"wp-block-navigation-item__label\">Home<\/span><\/a><\/li>\n<?xml encoding=\"UTF-8\"><li class=\"has-cta-default-font-size wp-block-navigation-item wp-block-navigation-link\"><a class=\"wp-block-navigation-item__content\" href=\"https:\/\/altruist.com\/company-news\/\" data-nav-label=\"Company news\"><span class=\"wp-block-navigation-item__label\">Company news<\/span><\/a><\/li>\n<?xml encoding=\"UTF-8\"><li class=\"has-cta-default-font-size wp-block-navigation-item wp-block-navigation-link\"><a class=\"wp-block-navigation-item__content\" href=\"https:\/\/altruist.com\/products\/\" data-nav-label=\"Products\"><span class=\"wp-block-navigation-item__label\">Products<\/span><\/a><\/li>\n<?xml encoding=\"UTF-8\"><li class=\"has-cta-default-font-size wp-block-navigation-item wp-block-navigation-link\"><a class=\"wp-block-navigation-item__content\" href=\"https:\/\/altruist.com\/advisor-stories\/\" data-nav-label=\"Advisor stories\"><span class=\"wp-block-navigation-item__label\">Advisor stories<\/span><\/a><\/li>\n<?xml encoding=\"UTF-8\"><li class=\"has-cta-default-font-size wp-block-navigation-item wp-block-navigation-link\"><a class=\"wp-block-navigation-item__content\" href=\"https:\/\/altruist.com\/insights\/\" data-nav-label=\"Insights\"><span class=\"wp-block-navigation-item__label\">Insights<\/span><\/a><\/li>\n<\/ul><\/nav>\n\n\n<nav class=\"has-cta-default-font-size items-justified-center is-content-library-nav wp-block-navigation is-horizontal is-content-justification-center is-layout-flex wp-container-core-navigation-is-layout-ef5ce59c wp-block-navigation-is-layout-flex has-display-block-mobile has-display-none-desktop has-width\" aria-label=\"Resources 2\" style=\"--width:100%\"><ul class=\"wp-block-navigation__container has-cta-default-font-size items-justified-center is-content-library-nav wp-block-navigation has-cta-default-font-size\">\n<?xml encoding=\"UTF-8\"><li class=\"has-cta-default-font-size wp-block-navigation-item wp-block-navigation-link\"><a class=\"wp-block-navigation-item__content\" href=\"https:\/\/altruist.com\/resources\/\" data-nav-label=\"Home\"><span class=\"wp-block-navigation-item__label\">Home<\/span><\/a><\/li>\n<?xml encoding=\"UTF-8\"><li class=\"has-cta-default-font-size wp-block-navigation-item wp-block-navigation-link\"><a class=\"wp-block-navigation-item__content\" href=\"https:\/\/altruist.com\/company-news\/\" data-nav-label=\"Company news\"><span class=\"wp-block-navigation-item__label\">Company news<\/span><\/a><\/li>\n<?xml encoding=\"UTF-8\"><li class=\"has-cta-default-font-size wp-block-navigation-item wp-block-navigation-link\"><a class=\"wp-block-navigation-item__content\" href=\"https:\/\/altruist.com\/products\/\" data-nav-label=\"Products\"><span class=\"wp-block-navigation-item__label\">Products<\/span><\/a><\/li>\n<?xml encoding=\"UTF-8\"><li class=\"has-cta-default-font-size wp-block-navigation-item wp-block-navigation-link\"><a class=\"wp-block-navigation-item__content\" href=\"https:\/\/altruist.com\/advisor-stories\/\" data-nav-label=\"Advisor stories\"><span class=\"wp-block-navigation-item__label\">Advisor stories<\/span><\/a><\/li>\n<?xml encoding=\"UTF-8\"><li class=\"has-cta-default-font-size wp-block-navigation-item wp-block-navigation-link\"><a class=\"wp-block-navigation-item__content\" href=\"https:\/\/altruist.com\/insights\/\" data-nav-label=\"Insights\"><span class=\"wp-block-navigation-item__label\">Insights<\/span><\/a><\/li>\n<\/ul><\/nav>\n<\/div>\n<\/section>\n\n\n<section class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<div data-qllm-query-region=\"1\" class=\"wp-block-query is-layout-flow wp-block-query-is-layout-flow\">\n<ul class=\"wp-block-post-template is-layout-flow wp-block-post-template-is-layout-flow\"><li class=\"wp-block-post post-5737 post type-post status-publish format-standard has-post-thumbnail hentry category-advisor-stories tag-enterprise-rias tag-featured-advisor-stories tag-featured-home\">\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-639b5052 wp-block-group-is-layout-constrained has-position-relative\" style=\"padding:0\">\n<div class=\"wp-block-group has-white-color has-black-background-color has-text-color has-background has-link-color wp-elements-4efa1805378040eb11da642e3bd920d5 has-global-padding is-layout-constrained wp-container-core-group-is-layout-d8757288 wp-block-group-is-layout-constrained has-position-absolute has-top has-right has-bottom has-left has-z-index has-width\" style=\"border-radius:6px;--top:20px;--left:17px;--z-index:1;padding:var(--wp--preset--spacing--200)\">\n<div class=\"wp-block-group is-horizontal is-nowrap is-layout-flex wp-container-core-group-is-layout-3e547a93 wp-block-group-is-layout-flex has-display-flex\" style=\"padding:0\">\n<figure class=\"wp-block-image is-style-icon has-max-width\" style=\"\"><span title=\"document icon\" role=\"img\" class=\"wp-block-image__icon\" style=\"\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"16\" height=\"16\" viewbox=\"0 0 16 16\" fill=\"none\" role=\"img\" aria-labelledby=\"icon-6a68022b5ac4d\" data-icon=\"brand-icons-document\"><title id=\"icon-6a68022b5ac4d\">Document Icon<\/title>\n<path d=\"M4.11111 11.8889H9.55556V10.3333H4.11111V11.8889ZM4.11111 8.77778H11.8889V7.22222H4.11111V8.77778ZM4.11111 5.66667H11.8889V4.11111H4.11111V5.66667ZM2.55556 15C2.12778 15 1.76157 14.8477 1.45694 14.5431C1.15231 14.2384 1 13.8722 1 13.4444V2.55556C1 2.12778 1.15231 1.76157 1.45694 1.45694C1.76157 1.15231 2.12778 1 2.55556 1H13.4444C13.8722 1 14.2384 1.15231 14.5431 1.45694C14.8477 1.76157 15 2.12778 15 2.55556V13.4444C15 13.8722 14.8477 14.2384 14.5431 14.5431C14.2384 14.8477 13.8722 15 13.4444 15H2.55556ZM2.55556 13.4444H13.4444V2.55556H2.55556V13.4444Z\" fill=\"currentColor\"><\/path><\/svg><\/span><\/figure>\n\n\n<p class=\"wp-block-paragraph has-cta-small-font-size\" style=\"font-style:normal;font-weight:700;padding:0;margin:0 0 0 var(--wp--preset--spacing--200)\">Featured<\/p>\n<\/div>\n<\/div>\n\n\n<figure style=\"margin-bottom:var(--wp--preset--spacing--1200);border-radius:16px\" class=\"wp-block-post-featured-image has-aspect-ratio-16\/9 has-object-position-center\"><a href=\"https:\/\/altruist.com\/advisor-stories\/lifeworks-advisors-case-study\/\" target=\"_self\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"566\" src=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/04\/Case-Study-Lifeworks-Hero-Image_01-1-1024x566.png\" class=\"attachment-large size-large wp-post-image\" alt=\"The firm that bet on the future\" style=\"border-radius:16px;object-fit:cover;\" srcset=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/04\/Case-Study-Lifeworks-Hero-Image_01-1-1024x566.png 1024w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/04\/Case-Study-Lifeworks-Hero-Image_01-1-300x166.png 300w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/04\/Case-Study-Lifeworks-Hero-Image_01-1-768x425.png 768w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/04\/Case-Study-Lifeworks-Hero-Image_01-1.png 1512w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\"><\/a><\/figure>\n<\/div>\n\n\n<h2 style=\"margin-top:0;margin-bottom:var(--wp--preset--spacing--600);\" class=\"wp-block-post-title has-headline-4-font-size\" id=\"the-firm-that-bet-on-the-future\">The firm that bet on the future<\/h2>\n\n\n<div style=\"margin-bottom:var(--wp--preset--spacing--1200)\" class=\"wp-block-post-excerpt\"><p class=\"wp-block-post-excerpt__excerpt\">Hear how Lifeworks Advisors partnered with Altruist to deliver the experience their next-gen clients expect and save $1,800 per household, every year.<\/p><\/div>\n\n\n<div style=\"font-style:normal;font-weight:700; margin-bottom:var(--wp--preset--spacing--800);margin-bottom:var(--wp--preset--spacing--800)\" class=\"wp-block-post-date has-cta-small-font-size\"><time datetime=\"2026-04-28T16:26:33-04:00\">April 28, 2026<\/time><\/div>\n\n<\/li><\/ul>\n\n<\/div>\n<\/section>\n\n\n<section class=\"wp-block-group alignfull is-full-width-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-eff05b45 wp-block-group-is-layout-constrained\" style=\"padding:0 var(--wp--preset--spacing--1600)\">\n<div class=\"wp-block-altruist-tabs tabs-block tabs-7dwt6wfu is-content-library-tabs\"><div class=\"tabs\" data-active-tab=\"tab-4xb8yau1\">\n<div class=\"tabs-list\">\n<button class=\"tabs-trigger \" data-state=\"\" data-tab-id=\"tab-1\"><span class=\"layout\"><span>Company news<\/span><\/span><\/button><button class=\"tabs-trigger \" data-state=\"\" data-tab-id=\"tab-2\"><span class=\"layout\"><span>Products<\/span><\/span><\/button><button class=\"tabs-trigger active\" data-state=\"active\" data-tab-id=\"tab-4xb8yau1\"><span class=\"layout\"><span>Advisor stories<\/span><\/span><\/button><button class=\"tabs-trigger \" data-state=\"\" data-tab-id=\"tab-zw6obj6z\"><span class=\"layout\"><span>Insights<\/span><\/span><\/button>\n<\/div>\n<div class=\"tabs-content\">\n<div class=\"wp-block-altruist-tab tab-content-block layout-default valign-top halign-left width-full animation-fade\" style=\"margin-top:0;margin-right:0;margin-bottom:0;margin-left:0;padding-top:0;padding-right:0;padding-bottom:0;padding-left:0\">\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\" style=\"margin:var(--wp--preset--spacing--1600) 0\">\n<div data-qllm-query-region=\"2\" class=\"wp-block-query is-layout-flow wp-block-query-is-layout-flow\">\n<ul class=\"wp-block-post-template is-layout-flow wp-block-post-template-is-layout-flow\">\n<li class=\"wp-block-post post-6315 post type-post status-publish format-standard has-post-thumbnail hentry category-news tag-press-room\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-0459e5e0 wp-block-columns-is-layout-flex has-width is-stacked-on-mobile\" style=\"border-radius:0px;padding-top:var(--wp--preset--spacing--lg);padding-bottom:var(--wp--preset--spacing--800);--width:100%;--columns:2\" data-columns=\"2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:60%\">\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-d6b9ab57 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<div class=\"wp-block-group post-label has-white-color has-black-background-color has-text-color has-background has-link-color wp-elements-b438007f5acb95be7bf3d21b3d5aae17 has-global-padding is-layout-constrained wp-container-core-group-is-layout-a5a59a83 wp-block-group-is-layout-constrained has-top has-right has-bottom has-left has-z-index\" style=\"border-radius:6px;margin-bottom:var(--wp--preset--spacing--1200);--z-index:1;padding:var(--wp--preset--spacing--100)\">\n<div class=\"wp-block-group is-horizontal is-nowrap is-layout-flex wp-container-core-group-is-layout-545c21a2 wp-block-group-is-layout-flex has-display-flex\" style=\"padding:var(--wp--preset--spacing--200)\">\n<figure class=\"wp-block-image is-style-icon has-max-width\" style=\"\"><span title=\"document icon\" role=\"img\" class=\"wp-block-image__icon\" style=\"\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"16\" height=\"16\" viewbox=\"0 0 16 16\" fill=\"none\" role=\"img\" aria-labelledby=\"icon-6a68022b5ac4d\" data-icon=\"brand-icons-document\"><title id=\"icon-6a68022b5ac4d\">Document Icon<\/title>\n<path d=\"M4.11111 11.8889H9.55556V10.3333H4.11111V11.8889ZM4.11111 8.77778H11.8889V7.22222H4.11111V8.77778ZM4.11111 5.66667H11.8889V4.11111H4.11111V5.66667ZM2.55556 15C2.12778 15 1.76157 14.8477 1.45694 14.5431C1.15231 14.2384 1 13.8722 1 13.4444V2.55556C1 2.12778 1.15231 1.76157 1.45694 1.45694C1.76157 1.15231 2.12778 1 2.55556 1H13.4444C13.8722 1 14.2384 1.15231 14.5431 1.45694C14.8477 1.76157 15 2.12778 15 2.55556V13.4444C15 13.8722 14.8477 14.2384 14.5431 14.5431C14.2384 14.8477 13.8722 15 13.4444 15H2.55556ZM2.55556 13.4444H13.4444V2.55556H2.55556V13.4444Z\" fill=\"currentColor\"><\/path><\/svg><\/span><\/figure>\n\n\n<p class=\"wp-block-paragraph has-cta-small-font-size\" style=\"font-style:normal;font-weight:700;margin:0 0 0 var(--wp--preset--spacing--200)\">Article<\/p>\n<\/div>\n<\/div>\n\n\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained has-width has-max-width\" style=\"--width-mobile:100%;--width-desktop:590px;--max-width-mobile:100%;--max-width-desktop:590px\">\n<h2 style=\"font-style:normal;font-weight:900; margin-bottom:var(--wp--preset--spacing--600);\" class=\"wp-block-post-title has-headline-5-font-size has-primary-font-family\" id=\"civic-financial-selects-altruist-as-exclusive-custodian-and-wealth-management-platform\"><a href=\"https:\/\/altruist.com\/news\/civic-financial-selects-altruist-as-exclusive-custodian-and-wealth-management-platform\/\" target=\"_self\">Civic Financial Selects Altruist as Exclusive Custodian and Wealth Management Platform<\/a><\/h2>\n\n\n<div style=\"margin-bottom:var(--wp--preset--spacing--1200)\" class=\"wp-block-post-excerpt has-paragraph-2-font-size\"><p class=\"wp-block-post-excerpt__excerpt\">Boston-based enterprise advisory firm that oversaw $1B in assets to consolidate custody and technology with Altruist platform LOS ANGELES, Calif. &ndash; July 22, 2026 &ndash; Altruist, the tech-forward custodian and wealth platform for financial advisors, today announced that Boston-based Civic Financial will transition its entire custodial and wealth management technology stack to the firm. Civic&hellip;<\/p><\/div>\n\n\n<div style=\"font-style:normal;font-weight:700;\" class=\"wp-block-post-date has-cta-small-font-size\"><time datetime=\"2026-07-22T09:00:00-04:00\">July 22, 2026<\/time><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow has-width\" style=\"flex-basis:40%;--width:100%\">\n<figure class=\"wp-block-post-featured-image has-aspect-ratio-3\/2 has-object-fit-cover has-object-position-center\" style=\"border-radius:16px\"><a href=\"https:\/\/altruist.com\/news\/civic-financial-selects-altruist-as-exclusive-custodian-and-wealth-management-platform\/\" target=\"_self\"><img loading=\"lazy\" decoding=\"async\" width=\"2500\" height=\"1404\" src=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/07\/Altruist-Civic-Financial.webp\" class=\"attachment-post-thumbnail size-post-thumbnail wp-post-image\" alt=\"Civic Financial Selects Altruist as Exclusive Custodian and Wealth Management Platform\" style=\"border-radius:16px;object-fit:cover;\" srcset=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/07\/Altruist-Civic-Financial.webp 2500w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/07\/Altruist-Civic-Financial-300x168.webp 300w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/07\/Altruist-Civic-Financial-1024x575.webp 1024w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/07\/Altruist-Civic-Financial-768x431.webp 768w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/07\/Altruist-Civic-Financial-1536x863.webp 1536w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/07\/Altruist-Civic-Financial-2048x1150.webp 2048w\" sizes=\"auto, (max-width: 2500px) 100vw, 2500px\"><\/a><\/figure>\n<\/div>\n<\/div>\n\n<\/li>\n<li class=\"wp-block-post post-6279 post type-post status-publish format-standard has-post-thumbnail hentry category-insights tag-operations\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-0459e5e0 wp-block-columns-is-layout-flex has-width is-stacked-on-mobile\" style=\"border-radius:0px;padding-top:var(--wp--preset--spacing--lg);padding-bottom:var(--wp--preset--spacing--800);--width:100%;--columns:2\" data-columns=\"2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:60%\">\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-d6b9ab57 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<div class=\"wp-block-group post-label has-white-color has-black-background-color has-text-color has-background has-link-color wp-elements-b438007f5acb95be7bf3d21b3d5aae17 has-global-padding is-layout-constrained wp-container-core-group-is-layout-a5a59a83 wp-block-group-is-layout-constrained has-top has-right has-bottom has-left has-z-index\" style=\"border-radius:6px;margin-bottom:var(--wp--preset--spacing--1200);--z-index:1;padding:var(--wp--preset--spacing--100)\">\n<div class=\"wp-block-group is-horizontal is-nowrap is-layout-flex wp-container-core-group-is-layout-545c21a2 wp-block-group-is-layout-flex has-display-flex\" style=\"padding:var(--wp--preset--spacing--200)\">\n<figure class=\"wp-block-image is-style-icon has-max-width\" style=\"\"><span title=\"document icon\" role=\"img\" class=\"wp-block-image__icon\" style=\"\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"16\" height=\"16\" viewbox=\"0 0 16 16\" fill=\"none\" role=\"img\" aria-labelledby=\"icon-6a68022b5ac4d\" data-icon=\"brand-icons-document\"><title id=\"icon-6a68022b5ac4d\">Document Icon<\/title>\n<path d=\"M4.11111 11.8889H9.55556V10.3333H4.11111V11.8889ZM4.11111 8.77778H11.8889V7.22222H4.11111V8.77778ZM4.11111 5.66667H11.8889V4.11111H4.11111V5.66667ZM2.55556 15C2.12778 15 1.76157 14.8477 1.45694 14.5431C1.15231 14.2384 1 13.8722 1 13.4444V2.55556C1 2.12778 1.15231 1.76157 1.45694 1.45694C1.76157 1.15231 2.12778 1 2.55556 1H13.4444C13.8722 1 14.2384 1.15231 14.5431 1.45694C14.8477 1.76157 15 2.12778 15 2.55556V13.4444C15 13.8722 14.8477 14.2384 14.5431 14.5431C14.2384 14.8477 13.8722 15 13.4444 15H2.55556ZM2.55556 13.4444H13.4444V2.55556H2.55556V13.4444Z\" fill=\"currentColor\"><\/path><\/svg><\/span><\/figure>\n\n\n<p class=\"wp-block-paragraph has-cta-small-font-size\" style=\"font-style:normal;font-weight:700;margin:0 0 0 var(--wp--preset--spacing--200)\">Article<\/p>\n<\/div>\n<\/div>\n\n\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained has-width has-max-width\" style=\"--width-mobile:100%;--width-desktop:590px;--max-width-mobile:100%;--max-width-desktop:590px\">\n<h2 style=\"font-style:normal;font-weight:900; margin-bottom:var(--wp--preset--spacing--600);\" class=\"wp-block-post-title has-headline-5-font-size has-primary-font-family\" id=\"the-advisor%e2%80%99s-guide-to-ai-in-asset-management\"><a href=\"https:\/\/altruist.com\/insights\/the-advisors-guide-to-ai-in-asset-management\/\" target=\"_self\">The advisor&rsquo;s guide to AI in asset management<\/a><\/h2>\n\n\n<div style=\"margin-bottom:var(--wp--preset--spacing--1200)\" class=\"wp-block-post-excerpt has-paragraph-2-font-size\"><p class=\"wp-block-post-excerpt__excerpt\">AI in asset management automates reporting, compliance, onboarding, and research&mdash;while advisors stay in control of investment decisions.<\/p><\/div>\n\n\n<div style=\"font-style:normal;font-weight:700;\" class=\"wp-block-post-date has-cta-small-font-size\"><time datetime=\"2026-07-15T18:52:24-04:00\">July 15, 2026<\/time><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow has-width\" style=\"flex-basis:40%;--width:100%\">\n<figure class=\"wp-block-post-featured-image has-aspect-ratio-3\/2 has-object-fit-cover has-object-position-center\" style=\"border-radius:16px\"><a href=\"https:\/\/altruist.com\/insights\/the-advisors-guide-to-ai-in-asset-management\/\" target=\"_self\"><img loading=\"lazy\" decoding=\"async\" width=\"2500\" height=\"1200\" src=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/06\/Artwork-road-blog.webp\" class=\"attachment-post-thumbnail size-post-thumbnail wp-post-image\" alt=\"The advisor&rsquo;s guide to AI in asset management\" style=\"border-radius:16px;object-fit:cover;\" srcset=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/06\/Artwork-road-blog.webp 2500w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/06\/Artwork-road-blog-300x144.webp 300w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/06\/Artwork-road-blog-1024x492.webp 1024w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/06\/Artwork-road-blog-768x369.webp 768w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/06\/Artwork-road-blog-1536x737.webp 1536w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/06\/Artwork-road-blog-2048x983.webp 2048w\" sizes=\"auto, (max-width: 2500px) 100vw, 2500px\"><\/a><\/figure>\n<\/div>\n<\/div>\n\n<\/li>\n<\/ul>\n\n\n\n<\/div>\n<\/div>\n\n\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\" style=\"margin:var(--wp--preset--spacing--1600) 0\">\n<div data-qllm-query-region=\"3\" class=\"wp-block-query is-layout-flow wp-block-query-is-layout-flow\">\n<ul class=\"wp-block-post-template is-layout-flow wp-block-post-template-is-layout-flow\">\n<li class=\"wp-block-post post-6174 post type-post status-publish format-standard has-post-thumbnail hentry category-news tag-featured-company-news tag-press-room\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-0459e5e0 wp-block-columns-is-layout-flex has-width is-stacked-on-mobile\" style=\"border-radius:0px;border-top-color:var(--wp--preset--color--black);border-top-width:2px;padding-top:var(--wp--preset--spacing--lg);padding-bottom:var(--wp--preset--spacing--800);--width:100%;--columns:2\" data-columns=\"2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-d6b9ab57 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<div style=\"font-style:normal;font-weight:700;\" class=\"wp-block-post-date has-cta-small-font-size\"><time datetime=\"2026-06-16T08:00:00-04:00\">June 16, 2026<\/time><\/div>\n\n<h2 style=\"font-style:normal;font-weight:450;\" class=\"wp-block-post-title has-headline-5-font-size has-secondary-font-family\" id=\"holistic-planning-selects-altruist-as-preferred-custodial-partner\"><a href=\"https:\/\/altruist.com\/news\/holistic-planning-selects-altruist-as-preferred-custodial-partner-committing-450-million-in-assets\/\" target=\"_self\">Holistic Planning selects Altruist as preferred custodial partner<\/a><\/h2>\n\n\n<div class=\"wp-block-post-excerpt\"><p class=\"wp-block-post-excerpt__excerpt\">Texas-based $1.25B advisory firm turns to Altruist to support its growth plans and to develop an agentic operating system for financial advisors.<\/p><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<div class=\"wp-block-group is-vertical is-content-justification-right is-layout-flex wp-container-core-group-is-layout-52219066 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<figure class=\"wp-block-post-featured-image has-width has-max-width has-aspect-ratio-3\/2 has-height has-object-fit-cover has-object-position-center\" style=\"--width-mobile:100%;--width-desktop:300px;--max-width-mobile:100%;--max-width-desktop:300px;border-radius:16px\"><a href=\"https:\/\/altruist.com\/news\/holistic-planning-selects-altruist-as-preferred-custodial-partner-committing-450-million-in-assets\/\" target=\"_self\"><img loading=\"lazy\" decoding=\"async\" width=\"2560\" height=\"1438\" src=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/06\/Altruist-Holistic-Planning-scaled.webp\" class=\"attachment-full size-full wp-post-image\" alt=\"Holistic Planning selects Altruist as preferred custodial partner\" style=\"border-radius:16px;object-fit:cover;\" srcset=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/06\/Altruist-Holistic-Planning-scaled.webp 2560w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/06\/Altruist-Holistic-Planning-300x168.webp 300w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/06\/Altruist-Holistic-Planning-1024x575.webp 1024w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/06\/Altruist-Holistic-Planning-768x431.webp 768w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/06\/Altruist-Holistic-Planning-1536x863.webp 1536w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/06\/Altruist-Holistic-Planning-2048x1150.webp 2048w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\"><\/a><\/figure>\n<\/div>\n<\/div>\n<\/div>\n\n<\/li>\n<li class=\"wp-block-post post-6048 post type-post status-publish format-standard has-post-thumbnail hentry category-news tag-newsletter\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-0459e5e0 wp-block-columns-is-layout-flex has-width is-stacked-on-mobile\" style=\"border-radius:0px;border-top-color:var(--wp--preset--color--black);border-top-width:2px;padding-top:var(--wp--preset--spacing--lg);padding-bottom:var(--wp--preset--spacing--800);--width:100%;--columns:2\" data-columns=\"2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-d6b9ab57 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<div style=\"font-style:normal;font-weight:700;\" class=\"wp-block-post-date has-cta-small-font-size\"><time datetime=\"2026-06-09T14:45:55-04:00\">June 9, 2026<\/time><\/div>\n\n<h2 style=\"font-style:normal;font-weight:450;\" class=\"wp-block-post-title has-headline-5-font-size has-secondary-font-family\" id=\"all-new-altruist-%e2%80%93-may%c2%a0-product-updates\"><a href=\"https:\/\/altruist.com\/news\/all-new-altruist-may-product-updates\/\" target=\"_self\">All New  Altruist &ndash; May&nbsp; Product Updates<\/a><\/h2>\n\n\n<div class=\"wp-block-post-excerpt\"><p class=\"wp-block-post-excerpt__excerpt\">UpdatedDRIP settings Tailor reinvestment preferences for accounts and exchange listed securities on your own at any time. In platform you can now: Tailor reinvestment preferences for accounts and exchange listed securities on your own at any time. In platform you can now: Note: mutual funds are not supported yet. Trade blotter reporting Access downloadable trade&hellip;<\/p><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<div class=\"wp-block-group is-vertical is-content-justification-right is-layout-flex wp-container-core-group-is-layout-52219066 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<figure class=\"wp-block-post-featured-image has-width has-max-width has-aspect-ratio-3\/2 has-height has-object-fit-cover has-object-position-center\" style=\"--width-mobile:100%;--width-desktop:300px;--max-width-mobile:100%;--max-width-desktop:300px;border-radius:16px\"><a href=\"https:\/\/altruist.com\/news\/all-new-altruist-may-product-updates\/\" target=\"_self\"><img loading=\"lazy\" decoding=\"async\" width=\"2560\" height=\"1347\" src=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/05\/SBLOC-scaled.jpg\" class=\"attachment-full size-full wp-post-image\" alt=\"All New  Altruist &ndash; May&nbsp; Product Updates\" style=\"border-radius:16px;object-fit:cover;\" srcset=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/05\/SBLOC-scaled.jpg 2560w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/05\/SBLOC-300x158.jpg 300w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/05\/SBLOC-1024x539.jpg 1024w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/05\/SBLOC-768x404.jpg 768w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/05\/SBLOC-1536x808.jpg 1536w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/05\/SBLOC-2048x1078.jpg 2048w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\"><\/a><\/figure>\n<\/div>\n<\/div>\n<\/div>\n\n<\/li>\n<li class=\"wp-block-post post-5854 post type-post status-publish format-standard has-post-thumbnail hentry category-news tag-press-room\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-0459e5e0 wp-block-columns-is-layout-flex has-width is-stacked-on-mobile\" style=\"border-radius:0px;border-top-color:var(--wp--preset--color--black);border-top-width:2px;padding-top:var(--wp--preset--spacing--lg);padding-bottom:var(--wp--preset--spacing--800);--width:100%;--columns:2\" data-columns=\"2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-d6b9ab57 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<div style=\"font-style:normal;font-weight:700;\" class=\"wp-block-post-date has-cta-small-font-size\"><time datetime=\"2026-06-02T00:01:00-04:00\">June 2, 2026<\/time><\/div>\n\n<h2 style=\"font-style:normal;font-weight:450;\" class=\"wp-block-post-title has-headline-5-font-size has-secondary-font-family\" id=\"altruist-adds-alternative-assets-margin-options-and-faster-money-movement-to-platform\"><a href=\"https:\/\/altruist.com\/news\/altruist-adds-alternative-assets-margin-options-and-faster-money-movement-to-platform\/\" target=\"_self\">Altruist adds alternative assets, margin, options, and faster money movement to platform<\/a><\/h2>\n\n\n<div class=\"wp-block-post-excerpt\"><p class=\"wp-block-post-excerpt__excerpt\">Altruist, the tech-forward wealth platform built for independent advisors, is expanding its platform to offer alternative assets, along with margin, options, and faster money movement. The new capabilities allow advisors to provide more clients access strategies once reserved for the largest investors.<\/p><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<div class=\"wp-block-group is-vertical is-content-justification-right is-layout-flex wp-container-core-group-is-layout-52219066 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<figure class=\"wp-block-post-featured-image has-width has-max-width has-aspect-ratio-3\/2 has-height has-object-fit-cover has-object-position-center\" style=\"--width-mobile:100%;--width-desktop:300px;--max-width-mobile:100%;--max-width-desktop:300px;border-radius:16px\"><a href=\"https:\/\/altruist.com\/news\/altruist-adds-alternative-assets-margin-options-and-faster-money-movement-to-platform\/\" target=\"_self\"><img loading=\"lazy\" decoding=\"async\" width=\"1250\" height=\"702\" src=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-158.jpg\" class=\"attachment-full size-full wp-post-image\" alt=\"Altruist adds alternative assets, margin, options, and faster money movement to platform\" style=\"border-radius:16px;object-fit:cover;\" srcset=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-158.jpg 1250w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-158-300x168.jpg 300w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-158-1024x575.jpg 1024w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-158-768x431.jpg 768w\" sizes=\"auto, (max-width: 1250px) 100vw, 1250px\"><\/a><\/figure>\n<\/div>\n<\/div>\n<\/div>\n\n<\/li>\n<li class=\"wp-block-post post-5761 post type-post status-publish format-standard has-post-thumbnail hentry category-news tag-newsletter\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-0459e5e0 wp-block-columns-is-layout-flex has-width is-stacked-on-mobile\" style=\"border-radius:0px;border-top-color:var(--wp--preset--color--black);border-top-width:2px;padding-top:var(--wp--preset--spacing--lg);padding-bottom:var(--wp--preset--spacing--800);--width:100%;--columns:2\" data-columns=\"2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-d6b9ab57 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<div style=\"font-style:normal;font-weight:700;\" class=\"wp-block-post-date has-cta-small-font-size\"><time datetime=\"2026-04-29T19:58:49-04:00\">April 29, 2026<\/time><\/div>\n\n<h2 style=\"font-style:normal;font-weight:450;\" class=\"wp-block-post-title has-headline-5-font-size has-secondary-font-family\" id=\"all-new-altruist-%e2%80%93-april%c2%a0-product-updates\"><a href=\"https:\/\/altruist.com\/news\/all-new-altruist-april-product-updates\/\" target=\"_self\">All New @ Altruist &ndash; April&nbsp; Product Updates<\/a><\/h2>\n\n\n<div class=\"wp-block-post-excerpt\"><p class=\"wp-block-post-excerpt__excerpt\">Portfolio rebalancing built to scale The Altruist rebalancer just got more intentional. With our recent update, you&rsquo;ll experience: And with the rebalancer&rsquo;s Review &amp; Release feature, you&rsquo;ll have the option to see every trade proposal and have the final say on what executes. Deposit checks faster You can now deposit checks directly from the Altruist&hellip;<\/p><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<div class=\"wp-block-group is-vertical is-content-justification-right is-layout-flex wp-container-core-group-is-layout-52219066 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<figure class=\"wp-block-post-featured-image has-width has-max-width has-aspect-ratio-3\/2 has-height has-object-fit-cover has-object-position-center\" style=\"--width-mobile:100%;--width-desktop:300px;--max-width-mobile:100%;--max-width-desktop:300px;border-radius:16px\"><a href=\"https:\/\/altruist.com\/news\/all-new-altruist-april-product-updates\/\" target=\"_self\"><img loading=\"lazy\" decoding=\"async\" width=\"2500\" height=\"1200\" src=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/04\/April-2026-Newsletter_Blog_Hero.webp\" class=\"attachment-full size-full wp-post-image\" alt=\"All New @ Altruist &ndash; April&nbsp; Product Updates\" style=\"border-radius:16px;object-fit:cover;\" srcset=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/04\/April-2026-Newsletter_Blog_Hero.webp 2500w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/04\/April-2026-Newsletter_Blog_Hero-300x144.webp 300w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/04\/April-2026-Newsletter_Blog_Hero-1024x492.webp 1024w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/04\/April-2026-Newsletter_Blog_Hero-768x369.webp 768w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/04\/April-2026-Newsletter_Blog_Hero-1536x737.webp 1536w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/04\/April-2026-Newsletter_Blog_Hero-2048x983.webp 2048w\" sizes=\"auto, (max-width: 2500px) 100vw, 2500px\"><\/a><\/figure>\n<\/div>\n<\/div>\n<\/div>\n\n<\/li>\n<li class=\"wp-block-post post-5618 post type-post status-publish format-standard has-post-thumbnail hentry category-news tag-newsletter\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-0459e5e0 wp-block-columns-is-layout-flex has-width is-stacked-on-mobile\" style=\"border-radius:0px;border-top-color:var(--wp--preset--color--black);border-top-width:2px;padding-top:var(--wp--preset--spacing--lg);padding-bottom:var(--wp--preset--spacing--800);--width:100%;--columns:2\" data-columns=\"2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-d6b9ab57 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<div style=\"font-style:normal;font-weight:700;\" class=\"wp-block-post-date has-cta-small-font-size\"><time datetime=\"2026-03-31T16:52:11-04:00\">March 31, 2026<\/time><\/div>\n\n<h2 style=\"font-style:normal;font-weight:450;\" class=\"wp-block-post-title has-headline-5-font-size has-secondary-font-family\" id=\"all-new-altruist-%e2%80%93-march%c2%a0-product-updates\"><a href=\"https:\/\/altruist.com\/news\/all-new-altruist-march-product-updates\/\" target=\"_self\">All New @ Altruist &ndash; March&nbsp; product updates<\/a><\/h2>\n\n\n<div class=\"wp-block-post-excerpt\"><p class=\"wp-block-post-excerpt__excerpt\">Altruist Personalized Indexing Advisors can now personalize portfolios at scale with Altruist Personalized Indexing. This feature makes it possible to tailor portfolios to client preferences, like applying values-based exclusions, while maintaining diversified exposure and operational simplicity. More ways to transfer money Funding and payments on Altruist are now faster and more flexible. New banking enhancements&hellip;<\/p><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<div class=\"wp-block-group is-vertical is-content-justification-right is-layout-flex wp-container-core-group-is-layout-52219066 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<figure class=\"wp-block-post-featured-image has-width has-max-width has-aspect-ratio-3\/2 has-height has-object-fit-cover has-object-position-center\" style=\"--width-mobile:100%;--width-desktop:300px;--max-width-mobile:100%;--max-width-desktop:300px;border-radius:16px\"><a href=\"https:\/\/altruist.com\/news\/all-new-altruist-march-product-updates\/\" target=\"_self\"><img loading=\"lazy\" decoding=\"async\" width=\"2500\" height=\"1200\" src=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/03\/red-flowers.webp\" class=\"attachment-full size-full wp-post-image\" alt=\"All New @ Altruist &ndash; March&nbsp; product updates\" style=\"border-radius:16px;object-fit:cover;\" srcset=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/03\/red-flowers.webp 2500w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/03\/red-flowers-300x144.webp 300w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/03\/red-flowers-1024x492.webp 1024w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/03\/red-flowers-768x369.webp 768w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/03\/red-flowers-1536x737.webp 1536w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/03\/red-flowers-2048x983.webp 2048w\" sizes=\"auto, (max-width: 2500px) 100vw, 2500px\"><\/a><\/figure>\n<\/div>\n<\/div>\n<\/div>\n\n<\/li>\n<\/ul>\n\n\n\t\t\t<div class=\"is-layout-flex wp-block-buttons wp-block-query-pagination-is-layout-flex\">\n\t\t\t\t<div class=\"wp-block-button aligncenter\">\n\t\t\t\t\t<a class=\"wp-block-button__link wp-element-button wp-load-more__button\" href=\"?query-6-page=2\" data-query-next-page=\"2\" data-query-key=\"6\" data-query-max-page=\"16\" data-query-url=\"query-6-page\" data-update-url=\"\"><span class=\"qllm-loading\">Loading&#8230;<\/span><span class=\"qllm-load-more\">Load More<\/span><\/a>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\n\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-altruist-tab tab-content-block layout-default valign-top halign-left width-wide animation-fade\" style=\"margin-top:0;margin-right:0;margin-bottom:0;margin-left:0;padding-top:var(--wp--preset--spacing--1600);padding-right:0;padding-bottom:var(--wp--preset--spacing--1600);padding-left:0\">\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<div data-qllm-query-region=\"4\" class=\"wp-block-query is-layout-flow wp-block-query-is-layout-flow\">\n<ul class=\"wp-block-post-template is-layout-flow wp-block-post-template-is-layout-flow\">\n<li class=\"wp-block-post post-4923 post type-post status-publish format-standard has-post-thumbnail hentry category-products tag-featured-products\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-0459e5e0 wp-block-columns-is-layout-flex has-width is-stacked-on-mobile\" style=\"border-radius:0px;padding-top:var(--wp--preset--spacing--lg);padding-bottom:var(--wp--preset--spacing--800);--width:100%;--columns:2\" data-columns=\"2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:60%\">\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-d6b9ab57 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<div class=\"wp-block-group post-label has-white-color has-black-background-color has-text-color has-background has-link-color wp-elements-b438007f5acb95be7bf3d21b3d5aae17 has-global-padding is-layout-constrained wp-container-core-group-is-layout-a5a59a83 wp-block-group-is-layout-constrained has-top has-right has-bottom has-left has-z-index\" style=\"border-radius:6px;margin-bottom:var(--wp--preset--spacing--1200);--z-index:1;padding:var(--wp--preset--spacing--100)\">\n<div class=\"wp-block-group is-horizontal is-nowrap is-layout-flex wp-container-core-group-is-layout-545c21a2 wp-block-group-is-layout-flex has-display-flex\" style=\"padding:var(--wp--preset--spacing--200)\">\n<figure class=\"wp-block-image is-style-icon has-max-width\" style=\"\"><span title=\"document icon\" role=\"img\" class=\"wp-block-image__icon\" style=\"\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"16\" height=\"16\" viewbox=\"0 0 16 16\" fill=\"none\" role=\"img\" aria-labelledby=\"icon-6a68022b5ac4d\" data-icon=\"brand-icons-document\"><title id=\"icon-6a68022b5ac4d\">Document Icon<\/title>\n<path d=\"M4.11111 11.8889H9.55556V10.3333H4.11111V11.8889ZM4.11111 8.77778H11.8889V7.22222H4.11111V8.77778ZM4.11111 5.66667H11.8889V4.11111H4.11111V5.66667ZM2.55556 15C2.12778 15 1.76157 14.8477 1.45694 14.5431C1.15231 14.2384 1 13.8722 1 13.4444V2.55556C1 2.12778 1.15231 1.76157 1.45694 1.45694C1.76157 1.15231 2.12778 1 2.55556 1H13.4444C13.8722 1 14.2384 1.15231 14.5431 1.45694C14.8477 1.76157 15 2.12778 15 2.55556V13.4444C15 13.8722 14.8477 14.2384 14.5431 14.5431C14.2384 14.8477 13.8722 15 13.4444 15H2.55556ZM2.55556 13.4444H13.4444V2.55556H2.55556V13.4444Z\" fill=\"currentColor\"><\/path><\/svg><\/span><\/figure>\n\n\n<p class=\"wp-block-paragraph has-cta-small-font-size\" style=\"font-style:normal;font-weight:700;margin:0 0 0 var(--wp--preset--spacing--200)\">Article<\/p>\n<\/div>\n<\/div>\n\n\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained has-width has-max-width\" style=\"--width-mobile:100%;--width-desktop:590px;--max-width-mobile:100%;--max-width-desktop:590px\">\n<h2 style=\"font-style:normal;font-weight:900; margin-bottom:var(--wp--preset--spacing--600);\" class=\"wp-block-post-title has-headline-5-font-size has-primary-font-family\" id=\"smarter-rebalancing-starts-here-introducing-review-release\"><a href=\"https:\/\/altruist.com\/products\/introducing-review-and-release\/\" target=\"_self\">Smarter rebalancing starts here: Introducing Review &amp; Release<\/a><\/h2>\n\n\n<div style=\"margin-bottom:var(--wp--preset--spacing--1200)\" class=\"wp-block-post-excerpt has-paragraph-2-font-size\"><p class=\"wp-block-post-excerpt__excerpt\">For years, rebalancing has been one of the most powerful yet misunderstood parts of portfolio management. Many investors see it simply as a mechanical process of buying and selling, overlooking its deeper role in maintaining risk alignment and long-term discipline.<\/p><\/div>\n\n\n<div style=\"font-style:normal;font-weight:700;\" class=\"wp-block-post-date has-cta-small-font-size\"><time datetime=\"2025-12-01T07:00:00-05:00\">December 1, 2025<\/time><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow has-width\" style=\"flex-basis:40%;--width:100%\">\n<figure class=\"wp-block-post-featured-image has-aspect-ratio-3\/2 has-object-fit-cover has-object-position-center\" style=\"border-radius:16px\"><a href=\"https:\/\/altruist.com\/products\/introducing-review-and-release\/\" target=\"_self\"><img loading=\"lazy\" decoding=\"async\" width=\"2500\" height=\"1200\" src=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/12\/Artwork.png\" class=\"attachment-post-thumbnail size-post-thumbnail wp-post-image\" alt=\"Smarter rebalancing starts here: Introducing Review &amp; Release\" style=\"border-radius:16px;object-fit:cover;\" srcset=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/12\/Artwork.png 2500w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/12\/Artwork-300x144.png 300w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/12\/Artwork-1024x492.png 1024w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/12\/Artwork-768x369.png 768w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/12\/Artwork-1536x737.png 1536w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/12\/Artwork-2048x983.png 2048w\" sizes=\"auto, (max-width: 2500px) 100vw, 2500px\"><\/a><\/figure>\n<\/div>\n<\/div>\n\n<\/li>\n<li class=\"wp-block-post post-4861 post type-post status-publish format-standard has-post-thumbnail hentry category-products tag-portfolio-management\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-0459e5e0 wp-block-columns-is-layout-flex has-width is-stacked-on-mobile\" style=\"border-radius:0px;padding-top:var(--wp--preset--spacing--lg);padding-bottom:var(--wp--preset--spacing--800);--width:100%;--columns:2\" data-columns=\"2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:60%\">\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-d6b9ab57 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<div class=\"wp-block-group post-label has-white-color has-black-background-color has-text-color has-background has-link-color wp-elements-b438007f5acb95be7bf3d21b3d5aae17 has-global-padding is-layout-constrained wp-container-core-group-is-layout-a5a59a83 wp-block-group-is-layout-constrained has-top has-right has-bottom has-left has-z-index\" style=\"border-radius:6px;margin-bottom:var(--wp--preset--spacing--1200);--z-index:1;padding:var(--wp--preset--spacing--100)\">\n<div class=\"wp-block-group is-horizontal is-nowrap is-layout-flex wp-container-core-group-is-layout-545c21a2 wp-block-group-is-layout-flex has-display-flex\" style=\"padding:var(--wp--preset--spacing--200)\">\n<figure class=\"wp-block-image is-style-icon has-max-width\" style=\"\"><span title=\"document icon\" role=\"img\" class=\"wp-block-image__icon\" style=\"\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"16\" height=\"16\" viewbox=\"0 0 16 16\" fill=\"none\" role=\"img\" aria-labelledby=\"icon-6a68022b5ac4d\" data-icon=\"brand-icons-document\"><title id=\"icon-6a68022b5ac4d\">Document Icon<\/title>\n<path d=\"M4.11111 11.8889H9.55556V10.3333H4.11111V11.8889ZM4.11111 8.77778H11.8889V7.22222H4.11111V8.77778ZM4.11111 5.66667H11.8889V4.11111H4.11111V5.66667ZM2.55556 15C2.12778 15 1.76157 14.8477 1.45694 14.5431C1.15231 14.2384 1 13.8722 1 13.4444V2.55556C1 2.12778 1.15231 1.76157 1.45694 1.45694C1.76157 1.15231 2.12778 1 2.55556 1H13.4444C13.8722 1 14.2384 1.15231 14.5431 1.45694C14.8477 1.76157 15 2.12778 15 2.55556V13.4444C15 13.8722 14.8477 14.2384 14.5431 14.5431C14.2384 14.8477 13.8722 15 13.4444 15H2.55556ZM2.55556 13.4444H13.4444V2.55556H2.55556V13.4444Z\" fill=\"currentColor\"><\/path><\/svg><\/span><\/figure>\n\n\n<p class=\"wp-block-paragraph has-cta-small-font-size\" style=\"font-style:normal;font-weight:700;margin:0 0 0 var(--wp--preset--spacing--200)\">Article<\/p>\n<\/div>\n<\/div>\n\n\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained has-width has-max-width\" style=\"--width-mobile:100%;--width-desktop:590px;--max-width-mobile:100%;--max-width-desktop:590px\">\n<h2 style=\"font-style:normal;font-weight:900; margin-bottom:var(--wp--preset--spacing--600);\" class=\"wp-block-post-title has-headline-5-font-size has-primary-font-family\" id=\"understanding-structured-products\"><a href=\"https:\/\/altruist.com\/products\/what-are-structured-products\/\" target=\"_self\">Understanding structured products<\/a><\/h2>\n\n\n<div style=\"margin-bottom:var(--wp--preset--spacing--1200)\" class=\"wp-block-post-excerpt has-paragraph-2-font-size\"><p class=\"wp-block-post-excerpt__excerpt\">Structured products are investments whose returns partly depend on how another asset performs.<\/p><\/div>\n\n\n<div style=\"font-style:normal;font-weight:700;\" class=\"wp-block-post-date has-cta-small-font-size\"><time datetime=\"2025-11-24T15:42:29-05:00\">November 24, 2025<\/time><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow has-width\" style=\"flex-basis:40%;--width:100%\">\n<figure class=\"wp-block-post-featured-image has-aspect-ratio-3\/2 has-object-fit-cover has-object-position-center\" style=\"border-radius:16px\"><a href=\"https:\/\/altruist.com\/products\/what-are-structured-products\/\" target=\"_self\"><img loading=\"lazy\" decoding=\"async\" width=\"2500\" height=\"1200\" src=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/11\/Artwork-1.png\" class=\"attachment-post-thumbnail size-post-thumbnail wp-post-image\" alt=\"Understanding structured products\" style=\"border-radius:16px;object-fit:cover;\" srcset=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/11\/Artwork-1.png 2500w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/11\/Artwork-1-300x144.png 300w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/11\/Artwork-1-1024x492.png 1024w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/11\/Artwork-1-768x369.png 768w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/11\/Artwork-1-1536x737.png 1536w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/11\/Artwork-1-2048x983.png 2048w\" sizes=\"auto, (max-width: 2500px) 100vw, 2500px\"><\/a><\/figure>\n<\/div>\n<\/div>\n\n<\/li>\n<\/ul>\n\n\n\n<\/div>\n<\/div>\n\n\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\" style=\"margin:var(--wp--preset--spacing--1600) 0\">\n<div data-qllm-query-region=\"5\" class=\"wp-block-query is-layout-flow wp-block-query-is-layout-flow\">\n<ul class=\"wp-block-post-template is-layout-flow wp-block-post-template-is-layout-flow\">\n<li class=\"wp-block-post post-4940 post type-post status-publish format-standard has-post-thumbnail hentry category-news category-products tag-hazel tag-press-room\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-0459e5e0 wp-block-columns-is-layout-flex has-width is-stacked-on-mobile\" style=\"border-radius:0px;border-top-color:var(--wp--preset--color--black);border-top-width:2px;padding-top:var(--wp--preset--spacing--lg);padding-bottom:var(--wp--preset--spacing--800);--width:100%;--columns:2\" data-columns=\"2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-d6b9ab57 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<div style=\"font-style:normal;font-weight:700;\" class=\"wp-block-post-date has-cta-small-font-size\"><time datetime=\"2025-11-18T18:18:00-05:00\">November 18, 2025<\/time><\/div>\n\n<h2 style=\"font-style:normal;font-weight:450;\" class=\"wp-block-post-title has-headline-5-font-size has-secondary-font-family\" id=\"altruist-debuts-industry-first-custodial-integration\"><a href=\"https:\/\/altruist.com\/news\/altruist-debuts-industry-first-custodial-integration\/\" target=\"_self\">Altruist debuts industry-first custodial integration<\/a><\/h2>\n\n\n<div class=\"wp-block-post-excerpt\"><p class=\"wp-block-post-excerpt__excerpt\">Hazel is now the first AI platform for wealth managers to unify real-time data from a major custodian with CRM, emails, and meeting notes.<\/p><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<div class=\"wp-block-group is-vertical is-content-justification-right is-layout-flex wp-container-core-group-is-layout-52219066 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<figure class=\"wp-block-post-featured-image has-width has-max-width has-aspect-ratio-3\/2 has-height has-object-fit-cover has-object-position-center\" style=\"--width-mobile:100%;--width-desktop:300px;--max-width-mobile:100%;--max-width-desktop:300px;border-radius:16px\"><a href=\"https:\/\/altruist.com\/news\/altruist-debuts-industry-first-custodial-integration\/\" target=\"_self\"><img loading=\"lazy\" decoding=\"async\" width=\"2500\" height=\"1404\" src=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/11\/Altruist-Hazel.png\" class=\"attachment-full size-full wp-post-image\" alt=\"Altruist debuts industry-first custodial integration\" style=\"border-radius:16px;object-fit:cover;\" srcset=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/11\/Altruist-Hazel.png 2500w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/11\/Altruist-Hazel-300x168.png 300w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/11\/Altruist-Hazel-1024x575.png 1024w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/11\/Altruist-Hazel-768x431.png 768w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/11\/Altruist-Hazel-1536x863.png 1536w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/11\/Altruist-Hazel-2048x1150.png 2048w\" sizes=\"auto, (max-width: 2500px) 100vw, 2500px\"><\/a><\/figure>\n<\/div>\n<\/div>\n<\/div>\n\n<\/li>\n<li class=\"wp-block-post post-4516 post type-post status-publish format-standard has-post-thumbnail hentry category-news category-products tag-hazel tag-press-room\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-0459e5e0 wp-block-columns-is-layout-flex has-width is-stacked-on-mobile\" style=\"border-radius:0px;border-top-color:var(--wp--preset--color--black);border-top-width:2px;padding-top:var(--wp--preset--spacing--lg);padding-bottom:var(--wp--preset--spacing--800);--width:100%;--columns:2\" data-columns=\"2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-d6b9ab57 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<div style=\"font-style:normal;font-weight:700;\" class=\"wp-block-post-date has-cta-small-font-size\"><time datetime=\"2025-09-09T17:19:40-04:00\">September 9, 2025<\/time><\/div>\n\n<h2 style=\"font-style:normal;font-weight:450;\" class=\"wp-block-post-title has-headline-5-font-size has-secondary-font-family\" id=\"altruist-unveils-hazel-a-transformative-ai-platform-for-wealth-professionals\"><a href=\"https:\/\/altruist.com\/news\/altruist-unveils-hazel\/\" target=\"_self\">Altruist unveils Hazel, a transformative AI platform for wealth professionals<\/a><\/h2>\n\n\n<div class=\"wp-block-post-excerpt\"><p class=\"wp-block-post-excerpt__excerpt\">Altruist, the modern custodian transforming how financial advisors serve clients, announced the launch of Hazel, a powerful AI platform designed specifically for financial advisors.<\/p><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<div class=\"wp-block-group is-vertical is-content-justification-right is-layout-flex wp-container-core-group-is-layout-52219066 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<figure class=\"wp-block-post-featured-image has-width has-max-width has-aspect-ratio-3\/2 has-height has-object-fit-cover has-object-position-center\" style=\"--width-mobile:100%;--width-desktop:300px;--max-width-mobile:100%;--max-width-desktop:300px;border-radius:16px\"><a href=\"https:\/\/altruist.com\/news\/altruist-unveils-hazel\/\" target=\"_self\"><img loading=\"lazy\" decoding=\"async\" width=\"2500\" height=\"1404\" src=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/10\/Hazel-Launch.jpg\" class=\"attachment-full size-full wp-post-image\" alt=\"Altruist unveils Hazel, a transformative AI platform for wealth professionals\" style=\"border-radius:16px;object-fit:cover;\" srcset=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/10\/Hazel-Launch.jpg 2500w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/10\/Hazel-Launch-300x168.jpg 300w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/10\/Hazel-Launch-1024x575.jpg 1024w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/10\/Hazel-Launch-768x431.jpg 768w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/10\/Hazel-Launch-1536x863.jpg 1536w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/10\/Hazel-Launch-2048x1150.jpg 2048w\" sizes=\"auto, (max-width: 2500px) 100vw, 2500px\"><\/a><\/figure>\n<\/div>\n<\/div>\n<\/div>\n\n<\/li>\n<li class=\"wp-block-post post-4081 post type-post status-publish format-standard has-post-thumbnail hentry category-products tag-billing\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-0459e5e0 wp-block-columns-is-layout-flex has-width is-stacked-on-mobile\" style=\"border-radius:0px;border-top-color:var(--wp--preset--color--black);border-top-width:2px;padding-top:var(--wp--preset--spacing--lg);padding-bottom:var(--wp--preset--spacing--800);--width:100%;--columns:2\" data-columns=\"2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-d6b9ab57 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<div style=\"font-style:normal;font-weight:700;\" class=\"wp-block-post-date has-cta-small-font-size\"><time datetime=\"2025-07-28T15:33:13-04:00\">July 28, 2025<\/time><\/div>\n\n<h2 style=\"font-style:normal;font-weight:450;\" class=\"wp-block-post-title has-headline-5-font-size has-secondary-font-family\" id=\"introducing-altruist-one-the-custodian-pricing-model-reimagined\"><a href=\"https:\/\/altruist.com\/products\/altruist-one\/\" target=\"_self\">Introducing Altruist One: The custodian pricing model, reimagined<\/a><\/h2>\n\n\n<div class=\"wp-block-post-excerpt\"><p class=\"wp-block-post-excerpt__excerpt\">Authored by Altruist CEO and Founder Jason Wenk.<\/p><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<div class=\"wp-block-group is-vertical is-content-justification-right is-layout-flex wp-container-core-group-is-layout-52219066 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<figure class=\"wp-block-post-featured-image has-width has-max-width has-aspect-ratio-3\/2 has-height has-object-fit-cover has-object-position-center\" style=\"--width-mobile:100%;--width-desktop:300px;--max-width-mobile:100%;--max-width-desktop:300px;border-radius:16px\"><a href=\"https:\/\/altruist.com\/products\/altruist-one\/\" target=\"_self\"><img loading=\"lazy\" decoding=\"async\" width=\"2500\" height=\"1404\" src=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/07\/Altruist-One-Option-1-1.jpg\" class=\"attachment-full size-full wp-post-image\" alt=\"Introducing Altruist One: The custodian pricing model, reimagined\" style=\"border-radius:16px;object-fit:cover;\" srcset=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/07\/Altruist-One-Option-1-1.jpg 2500w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/07\/Altruist-One-Option-1-1-300x168.jpg 300w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/07\/Altruist-One-Option-1-1-1024x575.jpg 1024w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/07\/Altruist-One-Option-1-1-768x431.jpg 768w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/07\/Altruist-One-Option-1-1-1536x863.jpg 1536w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/07\/Altruist-One-Option-1-1-2048x1150.jpg 2048w\" sizes=\"auto, (max-width: 2500px) 100vw, 2500px\"><\/a><\/figure>\n<\/div>\n<\/div>\n<\/div>\n\n<\/li>\n<li class=\"wp-block-post post-3142 post type-post status-publish format-standard has-post-thumbnail hentry category-news category-products tag-hazel tag-press-room\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-0459e5e0 wp-block-columns-is-layout-flex has-width is-stacked-on-mobile\" style=\"border-radius:0px;border-top-color:var(--wp--preset--color--black);border-top-width:2px;padding-top:var(--wp--preset--spacing--lg);padding-bottom:var(--wp--preset--spacing--800);--width:100%;--columns:2\" data-columns=\"2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-d6b9ab57 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<div style=\"font-style:normal;font-weight:700;\" class=\"wp-block-post-date has-cta-small-font-size\"><time datetime=\"2025-06-20T20:19:58-04:00\">June 20, 2025<\/time><\/div>\n\n<h2 style=\"font-style:normal;font-weight:450;\" class=\"wp-block-post-title has-headline-5-font-size has-secondary-font-family\" id=\"we%e2%80%99ve-acquired-thyme-to-supercharge-advisor-efficiency\"><a href=\"https:\/\/altruist.com\/news\/altruist-acquires-thyme\/\" target=\"_self\">We&rsquo;ve Acquired Thyme to supercharge advisor efficiency<\/a><\/h2>\n\n\n<div class=\"wp-block-post-excerpt\"><p class=\"wp-block-post-excerpt__excerpt\">Altruist has acquired Thyme, a sleek, modern AI-powered platform that&rsquo;s redefining productivity for financial advisors.<\/p><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<div class=\"wp-block-group is-vertical is-content-justification-right is-layout-flex wp-container-core-group-is-layout-52219066 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<figure class=\"wp-block-post-featured-image has-width has-max-width has-aspect-ratio-3\/2 has-height has-object-fit-cover has-object-position-center\" style=\"--width-mobile:100%;--width-desktop:300px;--max-width-mobile:100%;--max-width-desktop:300px;border-radius:16px\"><a href=\"https:\/\/altruist.com\/news\/altruist-acquires-thyme\/\" target=\"_self\"><img loading=\"lazy\" decoding=\"async\" width=\"2500\" height=\"1404\" src=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/06\/Blog-Cover-Thyme.jpg\" class=\"attachment-full size-full wp-post-image\" alt=\"We&rsquo;ve Acquired Thyme to supercharge advisor efficiency\" style=\"border-radius:16px;object-fit:cover;\" srcset=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/06\/Blog-Cover-Thyme.jpg 2500w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/06\/Blog-Cover-Thyme-300x168.jpg 300w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/06\/Blog-Cover-Thyme-1024x575.jpg 1024w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/06\/Blog-Cover-Thyme-768x431.jpg 768w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/06\/Blog-Cover-Thyme-1536x863.jpg 1536w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/06\/Blog-Cover-Thyme-2048x1150.jpg 2048w\" sizes=\"auto, (max-width: 2500px) 100vw, 2500px\"><\/a><\/figure>\n<\/div>\n<\/div>\n<\/div>\n\n<\/li>\n<li class=\"wp-block-post post-1899 post type-post status-publish format-standard has-post-thumbnail hentry category-news category-products tag-integrations\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-0459e5e0 wp-block-columns-is-layout-flex has-width is-stacked-on-mobile\" style=\"border-radius:0px;border-top-color:var(--wp--preset--color--black);border-top-width:2px;padding-top:var(--wp--preset--spacing--lg);padding-bottom:var(--wp--preset--spacing--800);--width:100%;--columns:2\" data-columns=\"2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-d6b9ab57 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<div style=\"font-style:normal;font-weight:700;\" class=\"wp-block-post-date has-cta-small-font-size\"><time datetime=\"2025-05-29T19:47:00-04:00\">May 29, 2025<\/time><\/div>\n\n<h2 style=\"font-style:normal;font-weight:450;\" class=\"wp-block-post-title has-headline-5-font-size has-secondary-font-family\" id=\"fix-is-here-trading-on-orion-and-advyzon-is-now-directly-integrated-with-altruist\"><a href=\"https:\/\/altruist.com\/news\/fix-integration-orion-advyzon\/\" target=\"_self\">FIX is Here: Trading on Orion and Advyzon is now directly integrated with Altruist<\/a><\/h2>\n\n\n<div class=\"wp-block-post-excerpt\"><p class=\"wp-block-post-excerpt__excerpt\">Altruist launches seamless FIX trading integration with Orion and Advyzon, offering RIAs a modern, efficient, and fully digital trading experience.<\/p><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<div class=\"wp-block-group is-vertical is-content-justification-right is-layout-flex wp-container-core-group-is-layout-52219066 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<figure class=\"wp-block-post-featured-image has-width has-max-width has-aspect-ratio-3\/2 has-height has-object-fit-cover has-object-position-center\" style=\"--width-mobile:100%;--width-desktop:300px;--max-width-mobile:100%;--max-width-desktop:300px;border-radius:16px\"><a href=\"https:\/\/altruist.com\/news\/fix-integration-orion-advyzon\/\" target=\"_self\"><img loading=\"lazy\" decoding=\"async\" width=\"1250\" height=\"702\" src=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-2.jpg\" class=\"attachment-full size-full wp-post-image\" alt=\"FIX is Here: Trading on Orion and Advyzon is now directly integrated with Altruist\" style=\"border-radius:16px;object-fit:cover;\" srcset=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-2.jpg 1250w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-2-300x168.jpg 300w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-2-1024x575.jpg 1024w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-2-768x431.jpg 768w\" sizes=\"auto, (max-width: 1250px) 100vw, 1250px\"><\/a><\/figure>\n<\/div>\n<\/div>\n<\/div>\n\n<\/li>\n<\/ul>\n\n\n\t\t\t<div class=\"is-layout-flex wp-block-buttons wp-block-query-pagination-is-layout-flex\">\n\t\t\t\t<div class=\"wp-block-button aligncenter\">\n\t\t\t\t\t<a class=\"wp-block-button__link wp-element-button wp-load-more__button\" href=\"?query-6-page=2\" data-query-next-page=\"2\" data-query-key=\"6\" data-query-max-page=\"7\" data-query-url=\"query-6-page\" data-update-url=\"\"><span class=\"qllm-loading\">Loading&#8230;<\/span><span class=\"qllm-load-more\">Load More<\/span><\/a>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\n\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-altruist-tab tab-content-block layout-default valign-top halign-left width-wide animation-fade\" style=\"margin-top:0;margin-right:0;margin-bottom:0;margin-left:0;padding-top:var(--wp--preset--spacing--1600);padding-right:0;padding-bottom:var(--wp--preset--spacing--1600);padding-left:0\">\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<div data-qllm-query-region=\"6\" class=\"wp-block-query is-layout-flow wp-block-query-is-layout-flow\">\n<ul class=\"wp-block-post-template is-layout-flow wp-block-post-template-is-layout-flow\">\n<li class=\"wp-block-post post-6315 post type-post status-publish format-standard has-post-thumbnail hentry category-news tag-press-room\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-0459e5e0 wp-block-columns-is-layout-flex has-width is-stacked-on-mobile\" style=\"border-radius:0px;padding-top:var(--wp--preset--spacing--lg);padding-bottom:var(--wp--preset--spacing--800);--width:100%;--columns:2\" data-columns=\"2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:60%\">\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-d6b9ab57 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<div class=\"wp-block-group post-label has-white-color has-black-background-color has-text-color has-background has-link-color wp-elements-b438007f5acb95be7bf3d21b3d5aae17 has-global-padding is-layout-constrained wp-container-core-group-is-layout-a5a59a83 wp-block-group-is-layout-constrained has-top has-right has-bottom has-left has-z-index\" style=\"border-radius:6px;margin-bottom:var(--wp--preset--spacing--1200);--z-index:1;padding:var(--wp--preset--spacing--100)\">\n<div class=\"wp-block-group is-horizontal is-nowrap is-layout-flex wp-container-core-group-is-layout-545c21a2 wp-block-group-is-layout-flex has-display-flex\" style=\"padding:var(--wp--preset--spacing--200)\">\n<figure class=\"wp-block-image is-style-icon has-max-width\" style=\"\"><span title=\"document icon\" role=\"img\" class=\"wp-block-image__icon\" style=\"\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"16\" height=\"16\" viewbox=\"0 0 16 16\" fill=\"none\" role=\"img\" aria-labelledby=\"icon-6a68022b5ac4d\" data-icon=\"brand-icons-document\"><title id=\"icon-6a68022b5ac4d\">Document Icon<\/title>\n<path d=\"M4.11111 11.8889H9.55556V10.3333H4.11111V11.8889ZM4.11111 8.77778H11.8889V7.22222H4.11111V8.77778ZM4.11111 5.66667H11.8889V4.11111H4.11111V5.66667ZM2.55556 15C2.12778 15 1.76157 14.8477 1.45694 14.5431C1.15231 14.2384 1 13.8722 1 13.4444V2.55556C1 2.12778 1.15231 1.76157 1.45694 1.45694C1.76157 1.15231 2.12778 1 2.55556 1H13.4444C13.8722 1 14.2384 1.15231 14.5431 1.45694C14.8477 1.76157 15 2.12778 15 2.55556V13.4444C15 13.8722 14.8477 14.2384 14.5431 14.5431C14.2384 14.8477 13.8722 15 13.4444 15H2.55556ZM2.55556 13.4444H13.4444V2.55556H2.55556V13.4444Z\" fill=\"currentColor\"><\/path><\/svg><\/span><\/figure>\n\n\n<p class=\"wp-block-paragraph has-cta-small-font-size\" style=\"font-style:normal;font-weight:700;margin:0 0 0 var(--wp--preset--spacing--200)\">Article<\/p>\n<\/div>\n<\/div>\n\n\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained has-width has-max-width\" style=\"--width-mobile:100%;--width-desktop:590px;--max-width-mobile:100%;--max-width-desktop:590px\">\n<h2 style=\"font-style:normal;font-weight:900; margin-bottom:var(--wp--preset--spacing--600);\" class=\"wp-block-post-title has-headline-5-font-size has-primary-font-family\" id=\"civic-financial-selects-altruist-as-exclusive-custodian-and-wealth-management-platform\"><a href=\"https:\/\/altruist.com\/news\/civic-financial-selects-altruist-as-exclusive-custodian-and-wealth-management-platform\/\" target=\"_self\">Civic Financial Selects Altruist as Exclusive Custodian and Wealth Management Platform<\/a><\/h2>\n\n\n<div style=\"margin-bottom:var(--wp--preset--spacing--1200)\" class=\"wp-block-post-excerpt has-paragraph-2-font-size\"><p class=\"wp-block-post-excerpt__excerpt\">Boston-based enterprise advisory firm that oversaw $1B in assets to consolidate custody and technology with Altruist platform LOS ANGELES, Calif. &ndash; July 22, 2026 &ndash; Altruist, the tech-forward custodian and wealth platform for financial advisors, today announced that Boston-based Civic Financial will transition its entire custodial and wealth management technology stack to the firm. Civic&hellip;<\/p><\/div>\n\n\n<div style=\"font-style:normal;font-weight:700;\" class=\"wp-block-post-date has-cta-small-font-size\"><time datetime=\"2026-07-22T09:00:00-04:00\">July 22, 2026<\/time><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow has-width\" style=\"flex-basis:40%;--width:100%\">\n<figure class=\"wp-block-post-featured-image has-aspect-ratio-3\/2 has-object-fit-cover has-object-position-center\" style=\"border-radius:16px\"><a href=\"https:\/\/altruist.com\/news\/civic-financial-selects-altruist-as-exclusive-custodian-and-wealth-management-platform\/\" target=\"_self\"><img loading=\"lazy\" decoding=\"async\" width=\"2500\" height=\"1404\" src=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/07\/Altruist-Civic-Financial.webp\" class=\"attachment-post-thumbnail size-post-thumbnail wp-post-image\" alt=\"Civic Financial Selects Altruist as Exclusive Custodian and Wealth Management Platform\" style=\"border-radius:16px;object-fit:cover;\" srcset=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/07\/Altruist-Civic-Financial.webp 2500w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/07\/Altruist-Civic-Financial-300x168.webp 300w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/07\/Altruist-Civic-Financial-1024x575.webp 1024w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/07\/Altruist-Civic-Financial-768x431.webp 768w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/07\/Altruist-Civic-Financial-1536x863.webp 1536w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/07\/Altruist-Civic-Financial-2048x1150.webp 2048w\" sizes=\"auto, (max-width: 2500px) 100vw, 2500px\"><\/a><\/figure>\n<\/div>\n<\/div>\n\n<\/li>\n<li class=\"wp-block-post post-6279 post type-post status-publish format-standard has-post-thumbnail hentry category-insights tag-operations\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-0459e5e0 wp-block-columns-is-layout-flex has-width is-stacked-on-mobile\" style=\"border-radius:0px;padding-top:var(--wp--preset--spacing--lg);padding-bottom:var(--wp--preset--spacing--800);--width:100%;--columns:2\" data-columns=\"2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:60%\">\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-d6b9ab57 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<div class=\"wp-block-group post-label has-white-color has-black-background-color has-text-color has-background has-link-color wp-elements-b438007f5acb95be7bf3d21b3d5aae17 has-global-padding is-layout-constrained wp-container-core-group-is-layout-a5a59a83 wp-block-group-is-layout-constrained has-top has-right has-bottom has-left has-z-index\" style=\"border-radius:6px;margin-bottom:var(--wp--preset--spacing--1200);--z-index:1;padding:var(--wp--preset--spacing--100)\">\n<div class=\"wp-block-group is-horizontal is-nowrap is-layout-flex wp-container-core-group-is-layout-545c21a2 wp-block-group-is-layout-flex has-display-flex\" style=\"padding:var(--wp--preset--spacing--200)\">\n<figure class=\"wp-block-image is-style-icon has-max-width\" style=\"\"><span title=\"document icon\" role=\"img\" class=\"wp-block-image__icon\" style=\"\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"16\" height=\"16\" viewbox=\"0 0 16 16\" fill=\"none\" role=\"img\" aria-labelledby=\"icon-6a68022b5ac4d\" data-icon=\"brand-icons-document\"><title id=\"icon-6a68022b5ac4d\">Document Icon<\/title>\n<path d=\"M4.11111 11.8889H9.55556V10.3333H4.11111V11.8889ZM4.11111 8.77778H11.8889V7.22222H4.11111V8.77778ZM4.11111 5.66667H11.8889V4.11111H4.11111V5.66667ZM2.55556 15C2.12778 15 1.76157 14.8477 1.45694 14.5431C1.15231 14.2384 1 13.8722 1 13.4444V2.55556C1 2.12778 1.15231 1.76157 1.45694 1.45694C1.76157 1.15231 2.12778 1 2.55556 1H13.4444C13.8722 1 14.2384 1.15231 14.5431 1.45694C14.8477 1.76157 15 2.12778 15 2.55556V13.4444C15 13.8722 14.8477 14.2384 14.5431 14.5431C14.2384 14.8477 13.8722 15 13.4444 15H2.55556ZM2.55556 13.4444H13.4444V2.55556H2.55556V13.4444Z\" fill=\"currentColor\"><\/path><\/svg><\/span><\/figure>\n\n\n<p class=\"wp-block-paragraph has-cta-small-font-size\" style=\"font-style:normal;font-weight:700;margin:0 0 0 var(--wp--preset--spacing--200)\">Article<\/p>\n<\/div>\n<\/div>\n\n\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained has-width has-max-width\" style=\"--width-mobile:100%;--width-desktop:590px;--max-width-mobile:100%;--max-width-desktop:590px\">\n<h2 style=\"font-style:normal;font-weight:900; margin-bottom:var(--wp--preset--spacing--600);\" class=\"wp-block-post-title has-headline-5-font-size has-primary-font-family\" id=\"the-advisor%e2%80%99s-guide-to-ai-in-asset-management\"><a href=\"https:\/\/altruist.com\/insights\/the-advisors-guide-to-ai-in-asset-management\/\" target=\"_self\">The advisor&rsquo;s guide to AI in asset management<\/a><\/h2>\n\n\n<div style=\"margin-bottom:var(--wp--preset--spacing--1200)\" class=\"wp-block-post-excerpt has-paragraph-2-font-size\"><p class=\"wp-block-post-excerpt__excerpt\">AI in asset management automates reporting, compliance, onboarding, and research&mdash;while advisors stay in control of investment decisions.<\/p><\/div>\n\n\n<div style=\"font-style:normal;font-weight:700;\" class=\"wp-block-post-date has-cta-small-font-size\"><time datetime=\"2026-07-15T18:52:24-04:00\">July 15, 2026<\/time><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow has-width\" style=\"flex-basis:40%;--width:100%\">\n<figure class=\"wp-block-post-featured-image has-aspect-ratio-3\/2 has-object-fit-cover has-object-position-center\" style=\"border-radius:16px\"><a href=\"https:\/\/altruist.com\/insights\/the-advisors-guide-to-ai-in-asset-management\/\" target=\"_self\"><img loading=\"lazy\" decoding=\"async\" width=\"2500\" height=\"1200\" src=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/06\/Artwork-road-blog.webp\" class=\"attachment-post-thumbnail size-post-thumbnail wp-post-image\" alt=\"The advisor&rsquo;s guide to AI in asset management\" style=\"border-radius:16px;object-fit:cover;\" srcset=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/06\/Artwork-road-blog.webp 2500w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/06\/Artwork-road-blog-300x144.webp 300w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/06\/Artwork-road-blog-1024x492.webp 1024w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/06\/Artwork-road-blog-768x369.webp 768w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/06\/Artwork-road-blog-1536x737.webp 1536w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/06\/Artwork-road-blog-2048x983.webp 2048w\" sizes=\"auto, (max-width: 2500px) 100vw, 2500px\"><\/a><\/figure>\n<\/div>\n<\/div>\n\n<\/li>\n<\/ul>\n\n\n\n<\/div>\n<\/div>\n\n\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\" style=\"margin:var(--wp--preset--spacing--1600) 0\">\n<div data-qllm-query-region=\"7\" class=\"wp-block-query is-layout-flow wp-block-query-is-layout-flow\">\n<ul class=\"wp-block-post-template is-layout-flow wp-block-post-template-is-layout-flow\">\n<li class=\"wp-block-post post-1921 post type-post status-publish format-standard has-post-thumbnail hentry category-advisor-stories tag-breakaways\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-0459e5e0 wp-block-columns-is-layout-flex has-width is-stacked-on-mobile\" style=\"border-radius:0px;border-top-color:var(--wp--preset--color--black);border-top-width:2px;padding-top:var(--wp--preset--spacing--lg);padding-bottom:var(--wp--preset--spacing--800);--width:100%;--columns:2\" data-columns=\"2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-d6b9ab57 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<div style=\"font-style:normal;font-weight:700;\" class=\"wp-block-post-date has-cta-small-font-size\"><time datetime=\"2025-03-12T12:13:00-04:00\">March 12, 2025<\/time><\/div>\n\n<h2 style=\"font-style:normal;font-weight:450;\" class=\"wp-block-post-title has-headline-5-font-size has-secondary-font-family\" id=\"the-breakaway-chronicles-jon-henderson\"><a href=\"https:\/\/altruist.com\/advisor-stories\/the-breakaway-chronicles-jon-henderson\/\" target=\"_self\">The Breakaway Chronicles: Jon Henderson<\/a><\/h2>\n\n\n<div class=\"wp-block-post-excerpt\"><p class=\"wp-block-post-excerpt__excerpt\">A series where we sit down with advisors who have successfully broken away to start their own firms. Gain insights, best practices, and valuable advice as they share their journey, challenges, and triumphs.<\/p><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<div class=\"wp-block-group is-vertical is-content-justification-right is-layout-flex wp-container-core-group-is-layout-52219066 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<figure class=\"wp-block-post-featured-image has-width has-max-width has-aspect-ratio-3\/2 has-height has-object-fit-cover has-object-position-center\" style=\"--width-mobile:100%;--width-desktop:300px;--max-width-mobile:100%;--max-width-desktop:300px;border-radius:16px\"><a href=\"https:\/\/altruist.com\/advisor-stories\/the-breakaway-chronicles-jon-henderson\/\" target=\"_self\"><img loading=\"lazy\" decoding=\"async\" width=\"2560\" height=\"2549\" src=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/03\/breakaway-henderson-scaled.jpg\" class=\"attachment-full size-full wp-post-image\" alt=\"The Breakaway Chronicles: Jon Henderson\" style=\"border-radius:16px;object-fit:cover;\" srcset=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/03\/breakaway-henderson-scaled.jpg 2560w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/03\/breakaway-henderson-300x300.jpg 300w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/03\/breakaway-henderson-1024x1020.jpg 1024w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/03\/breakaway-henderson-150x150.jpg 150w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/03\/breakaway-henderson-768x765.jpg 768w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/03\/breakaway-henderson-1536x1530.jpg 1536w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/03\/breakaway-henderson-2048x2039.jpg 2048w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\"><\/a><\/figure>\n<\/div>\n<\/div>\n<\/div>\n\n<\/li>\n<li class=\"wp-block-post post-1269 post type-post status-publish format-standard has-post-thumbnail hentry category-advisor-stories\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-0459e5e0 wp-block-columns-is-layout-flex has-width is-stacked-on-mobile\" style=\"border-radius:0px;border-top-color:var(--wp--preset--color--black);border-top-width:2px;padding-top:var(--wp--preset--spacing--lg);padding-bottom:var(--wp--preset--spacing--800);--width:100%;--columns:2\" data-columns=\"2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-d6b9ab57 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<div style=\"font-style:normal;font-weight:700;\" class=\"wp-block-post-date has-cta-small-font-size\"><time datetime=\"2025-02-24T00:08:00-05:00\">February 24, 2025<\/time><\/div>\n\n<h2 style=\"font-style:normal;font-weight:450;\" class=\"wp-block-post-title has-headline-5-font-size has-secondary-font-family\" id=\"three-generations-of-success-drucker-wealth-is-constantly-evolving\"><a href=\"https:\/\/altruist.com\/advisor-stories\/drucker-wealth\/\" target=\"_self\">Three generations of success: Drucker Wealth is constantly evolving<\/a><\/h2>\n\n\n<div class=\"wp-block-post-excerpt\"><p class=\"wp-block-post-excerpt__excerpt\">Discover how Drucker Wealth has evolved through three generations, transforming from an insurance practice to a modern RIA.<\/p><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<div class=\"wp-block-group is-vertical is-content-justification-right is-layout-flex wp-container-core-group-is-layout-52219066 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<figure class=\"wp-block-post-featured-image has-width has-max-width has-aspect-ratio-3\/2 has-height has-object-fit-cover has-object-position-center\" style=\"--width-mobile:100%;--width-desktop:300px;--max-width-mobile:100%;--max-width-desktop:300px;border-radius:16px\"><a href=\"https:\/\/altruist.com\/advisor-stories\/drucker-wealth\/\" target=\"_self\"><img loading=\"lazy\" decoding=\"async\" width=\"1250\" height=\"702\" src=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-14.jpg\" class=\"attachment-full size-full wp-post-image\" alt=\"Three generations of success: Drucker Wealth is constantly evolving\" style=\"border-radius:16px;object-fit:cover;\" srcset=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-14.jpg 1250w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-14-300x168.jpg 300w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-14-1024x575.jpg 1024w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-14-768x431.jpg 768w\" sizes=\"auto, (max-width: 1250px) 100vw, 1250px\"><\/a><\/figure>\n<\/div>\n<\/div>\n<\/div>\n\n<\/li>\n<li class=\"wp-block-post post-1249 post type-post status-publish format-standard has-post-thumbnail hentry category-advisor-stories tag-established-rias\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-0459e5e0 wp-block-columns-is-layout-flex has-width is-stacked-on-mobile\" style=\"border-radius:0px;border-top-color:var(--wp--preset--color--black);border-top-width:2px;padding-top:var(--wp--preset--spacing--lg);padding-bottom:var(--wp--preset--spacing--800);--width:100%;--columns:2\" data-columns=\"2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-d6b9ab57 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<div style=\"font-style:normal;font-weight:700;\" class=\"wp-block-post-date has-cta-small-font-size\"><time datetime=\"2025-02-24T00:08:00-05:00\">February 24, 2025<\/time><\/div>\n\n<h2 style=\"font-style:normal;font-weight:450;\" class=\"wp-block-post-title has-headline-5-font-size has-secondary-font-family\" id=\"300m-in-three-years-peak-retirement-planning-gets-marketing-right\"><a href=\"https:\/\/altruist.com\/advisor-stories\/peak-retirement-planning\/\" target=\"_self\">$300M in three years? Peak Retirement planning gets marketing right<\/a><\/h2>\n\n\n<div class=\"wp-block-post-excerpt\"><p class=\"wp-block-post-excerpt__excerpt\">How one firm skyrocketed to $300M in assets by leveraging a multi-channel marketing strategy focused on &#8220;Midwestern Millionaires.&#8221;<\/p><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<div class=\"wp-block-group is-vertical is-content-justification-right is-layout-flex wp-container-core-group-is-layout-52219066 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<figure class=\"wp-block-post-featured-image has-width has-max-width has-aspect-ratio-3\/2 has-height has-object-fit-cover has-object-position-center\" style=\"--width-mobile:100%;--width-desktop:300px;--max-width-mobile:100%;--max-width-desktop:300px;border-radius:16px\"><a href=\"https:\/\/altruist.com\/advisor-stories\/peak-retirement-planning\/\" target=\"_self\"><img loading=\"lazy\" decoding=\"async\" width=\"1250\" height=\"702\" src=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-15.jpg\" class=\"attachment-full size-full wp-post-image\" alt=\"$300M in three years? Peak Retirement planning gets marketing right\" style=\"border-radius:16px;object-fit:cover;\" srcset=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-15.jpg 1250w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-15-300x168.jpg 300w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-15-1024x575.jpg 1024w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-15-768x431.jpg 768w\" sizes=\"auto, (max-width: 1250px) 100vw, 1250px\"><\/a><\/figure>\n<\/div>\n<\/div>\n<\/div>\n\n<\/li>\n<li class=\"wp-block-post post-1254 post type-post status-publish format-standard has-post-thumbnail hentry category-advisor-stories tag-breakaways\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-0459e5e0 wp-block-columns-is-layout-flex has-width is-stacked-on-mobile\" style=\"border-radius:0px;border-top-color:var(--wp--preset--color--black);border-top-width:2px;padding-top:var(--wp--preset--spacing--lg);padding-bottom:var(--wp--preset--spacing--800);--width:100%;--columns:2\" data-columns=\"2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-d6b9ab57 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<div style=\"font-style:normal;font-weight:700;\" class=\"wp-block-post-date has-cta-small-font-size\"><time datetime=\"2025-02-20T00:08:00-05:00\">February 20, 2025<\/time><\/div>\n\n<h2 style=\"font-style:normal;font-weight:450;\" class=\"wp-block-post-title has-headline-5-font-size has-secondary-font-family\" id=\"how-a-former-musician-built-a-financial-firm-that-puts-clients-first\"><a href=\"https:\/\/altruist.com\/advisor-stories\/clarity-advisors\/\" target=\"_self\">How a former musician built a financial firm that puts clients first<\/a><\/h2>\n\n\n<div class=\"wp-block-post-excerpt\"><p class=\"wp-block-post-excerpt__excerpt\">How a former musician built a client-first advisory firm, Clarity Advisors, overcoming industry challenges with the support of Altruist.<\/p><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<div class=\"wp-block-group is-vertical is-content-justification-right is-layout-flex wp-container-core-group-is-layout-52219066 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<figure class=\"wp-block-post-featured-image has-width has-max-width has-aspect-ratio-3\/2 has-height has-object-fit-cover has-object-position-center\" style=\"--width-mobile:100%;--width-desktop:300px;--max-width-mobile:100%;--max-width-desktop:300px;border-radius:16px\"><a href=\"https:\/\/altruist.com\/advisor-stories\/clarity-advisors\/\" target=\"_self\"><img loading=\"lazy\" decoding=\"async\" width=\"1250\" height=\"702\" src=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-17.jpg\" class=\"attachment-full size-full wp-post-image\" alt=\"How a former musician built a financial firm that puts clients first\" style=\"border-radius:16px;object-fit:cover;\" srcset=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-17.jpg 1250w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-17-300x168.jpg 300w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-17-1024x575.jpg 1024w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-17-768x431.jpg 768w\" sizes=\"auto, (max-width: 1250px) 100vw, 1250px\"><\/a><\/figure>\n<\/div>\n<\/div>\n<\/div>\n\n<\/li>\n<li class=\"wp-block-post post-1256 post type-post status-publish format-standard has-post-thumbnail hentry category-advisor-stories tag-breakaways\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-0459e5e0 wp-block-columns-is-layout-flex has-width is-stacked-on-mobile\" style=\"border-radius:0px;border-top-color:var(--wp--preset--color--black);border-top-width:2px;padding-top:var(--wp--preset--spacing--lg);padding-bottom:var(--wp--preset--spacing--800);--width:100%;--columns:2\" data-columns=\"2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-d6b9ab57 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<div style=\"font-style:normal;font-weight:700;\" class=\"wp-block-post-date has-cta-small-font-size\"><time datetime=\"2025-02-10T00:08:00-05:00\">February 10, 2025<\/time><\/div>\n\n<h2 style=\"font-style:normal;font-weight:450;\" class=\"wp-block-post-title has-headline-5-font-size has-secondary-font-family\" id=\"how-jon-henderson-found-freedom-growth-and-the-right-custodial-partner-in-altruist\"><a href=\"https:\/\/altruist.com\/advisor-stories\/echo45\/\" target=\"_self\">How Jon Henderson found freedom, growth, and the right custodial partner in Altruist<\/a><\/h2>\n\n\n<div class=\"wp-block-post-excerpt\"><p class=\"wp-block-post-excerpt__excerpt\">Jon Henderson&#8217;s journey to independence and Echo45 highlights the transformative power of choosing the right custodial partner.<\/p><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<div class=\"wp-block-group is-vertical is-content-justification-right is-layout-flex wp-container-core-group-is-layout-52219066 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<figure class=\"wp-block-post-featured-image has-width has-max-width has-aspect-ratio-3\/2 has-height has-object-fit-cover has-object-position-center\" style=\"--width-mobile:100%;--width-desktop:300px;--max-width-mobile:100%;--max-width-desktop:300px;border-radius:16px\"><a href=\"https:\/\/altruist.com\/advisor-stories\/echo45\/\" target=\"_self\"><img loading=\"lazy\" decoding=\"async\" width=\"1250\" height=\"702\" src=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-18.jpg\" class=\"attachment-full size-full wp-post-image\" alt=\"How Jon Henderson found freedom, growth, and the right custodial partner in Altruist\" style=\"border-radius:16px;object-fit:cover;\" srcset=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-18.jpg 1250w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-18-300x168.jpg 300w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-18-1024x575.jpg 1024w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-18-768x431.jpg 768w\" sizes=\"auto, (max-width: 1250px) 100vw, 1250px\"><\/a><\/figure>\n<\/div>\n<\/div>\n<\/div>\n\n<\/li>\n<\/ul>\n\n\n\t\t\t<div class=\"is-layout-flex wp-block-buttons wp-block-query-pagination-is-layout-flex\">\n\t\t\t\t<div class=\"wp-block-button aligncenter\">\n\t\t\t\t\t<a class=\"wp-block-button__link wp-element-button wp-load-more__button\" href=\"?query-6-page=2\" data-query-next-page=\"2\" data-query-key=\"6\" data-query-max-page=\"6\" data-query-url=\"query-6-page\" data-update-url=\"\"><span class=\"qllm-loading\">Loading&#8230;<\/span><span class=\"qllm-load-more\">Load More<\/span><\/a>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\n\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-altruist-tab tab-content-block layout-default valign-top halign-left width-wide animation-fade\" style=\"margin-top:0;margin-right:0;margin-bottom:0;margin-left:0;padding-top:var(--wp--preset--spacing--1600);padding-right:0;padding-bottom:var(--wp--preset--spacing--1600);padding-left:0\">\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<div data-qllm-query-region=\"8\" class=\"wp-block-query is-layout-flow wp-block-query-is-layout-flow\">\n<ul class=\"wp-block-post-template is-layout-flow wp-block-post-template-is-layout-flow\">\n<li class=\"wp-block-post post-6279 post type-post status-publish format-standard has-post-thumbnail hentry category-insights tag-operations\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-0459e5e0 wp-block-columns-is-layout-flex has-width is-stacked-on-mobile\" style=\"border-radius:0px;padding-top:var(--wp--preset--spacing--lg);padding-bottom:var(--wp--preset--spacing--800);--width:100%;--columns:2\" data-columns=\"2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:60%\">\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-d6b9ab57 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<div class=\"wp-block-group post-label has-white-color has-black-background-color has-text-color has-background has-link-color wp-elements-b438007f5acb95be7bf3d21b3d5aae17 has-global-padding is-layout-constrained wp-container-core-group-is-layout-a5a59a83 wp-block-group-is-layout-constrained has-top has-right has-bottom has-left has-z-index\" style=\"border-radius:6px;margin-bottom:var(--wp--preset--spacing--1200);--z-index:1;padding:var(--wp--preset--spacing--100)\">\n<div class=\"wp-block-group is-horizontal is-nowrap is-layout-flex wp-container-core-group-is-layout-545c21a2 wp-block-group-is-layout-flex has-display-flex\" style=\"padding:var(--wp--preset--spacing--200)\">\n<figure class=\"wp-block-image is-style-icon has-max-width\" style=\"\"><span title=\"document icon\" role=\"img\" class=\"wp-block-image__icon\" style=\"\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"16\" height=\"16\" viewbox=\"0 0 16 16\" fill=\"none\" role=\"img\" aria-labelledby=\"icon-6a68022b5ac4d\" data-icon=\"brand-icons-document\"><title id=\"icon-6a68022b5ac4d\">Document Icon<\/title>\n<path d=\"M4.11111 11.8889H9.55556V10.3333H4.11111V11.8889ZM4.11111 8.77778H11.8889V7.22222H4.11111V8.77778ZM4.11111 5.66667H11.8889V4.11111H4.11111V5.66667ZM2.55556 15C2.12778 15 1.76157 14.8477 1.45694 14.5431C1.15231 14.2384 1 13.8722 1 13.4444V2.55556C1 2.12778 1.15231 1.76157 1.45694 1.45694C1.76157 1.15231 2.12778 1 2.55556 1H13.4444C13.8722 1 14.2384 1.15231 14.5431 1.45694C14.8477 1.76157 15 2.12778 15 2.55556V13.4444C15 13.8722 14.8477 14.2384 14.5431 14.5431C14.2384 14.8477 13.8722 15 13.4444 15H2.55556ZM2.55556 13.4444H13.4444V2.55556H2.55556V13.4444Z\" fill=\"currentColor\"><\/path><\/svg><\/span><\/figure>\n\n\n<p class=\"wp-block-paragraph has-cta-small-font-size\" style=\"font-style:normal;font-weight:700;margin:0 0 0 var(--wp--preset--spacing--200)\">Article<\/p>\n<\/div>\n<\/div>\n\n\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained has-width has-max-width\" style=\"--width-mobile:100%;--width-desktop:590px;--max-width-mobile:100%;--max-width-desktop:590px\">\n<h2 style=\"font-style:normal;font-weight:900; margin-bottom:var(--wp--preset--spacing--600);\" class=\"wp-block-post-title has-headline-5-font-size has-primary-font-family\" id=\"the-advisor%e2%80%99s-guide-to-ai-in-asset-management\"><a href=\"https:\/\/altruist.com\/insights\/the-advisors-guide-to-ai-in-asset-management\/\" target=\"_self\">The advisor&rsquo;s guide to AI in asset management<\/a><\/h2>\n\n\n<div style=\"margin-bottom:var(--wp--preset--spacing--1200)\" class=\"wp-block-post-excerpt has-paragraph-2-font-size\"><p class=\"wp-block-post-excerpt__excerpt\">AI in asset management automates reporting, compliance, onboarding, and research&mdash;while advisors stay in control of investment decisions.<\/p><\/div>\n\n\n<div style=\"font-style:normal;font-weight:700;\" class=\"wp-block-post-date has-cta-small-font-size\"><time datetime=\"2026-07-15T18:52:24-04:00\">July 15, 2026<\/time><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow has-width\" style=\"flex-basis:40%;--width:100%\">\n<figure class=\"wp-block-post-featured-image has-aspect-ratio-3\/2 has-object-fit-cover has-object-position-center\" style=\"border-radius:16px\"><a href=\"https:\/\/altruist.com\/insights\/the-advisors-guide-to-ai-in-asset-management\/\" target=\"_self\"><img loading=\"lazy\" decoding=\"async\" width=\"2500\" height=\"1200\" src=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/06\/Artwork-road-blog.webp\" class=\"attachment-post-thumbnail size-post-thumbnail wp-post-image\" alt=\"The advisor&rsquo;s guide to AI in asset management\" style=\"border-radius:16px;object-fit:cover;\" srcset=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/06\/Artwork-road-blog.webp 2500w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/06\/Artwork-road-blog-300x144.webp 300w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/06\/Artwork-road-blog-1024x492.webp 1024w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/06\/Artwork-road-blog-768x369.webp 768w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/06\/Artwork-road-blog-1536x737.webp 1536w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/06\/Artwork-road-blog-2048x983.webp 2048w\" sizes=\"auto, (max-width: 2500px) 100vw, 2500px\"><\/a><\/figure>\n<\/div>\n<\/div>\n\n<\/li>\n<li class=\"wp-block-post post-6282 post type-post status-publish format-standard has-post-thumbnail hentry category-insights tag-operations\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-0459e5e0 wp-block-columns-is-layout-flex has-width is-stacked-on-mobile\" style=\"border-radius:0px;padding-top:var(--wp--preset--spacing--lg);padding-bottom:var(--wp--preset--spacing--800);--width:100%;--columns:2\" data-columns=\"2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:60%\">\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-d6b9ab57 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<div class=\"wp-block-group post-label has-white-color has-black-background-color has-text-color has-background has-link-color wp-elements-b438007f5acb95be7bf3d21b3d5aae17 has-global-padding is-layout-constrained wp-container-core-group-is-layout-a5a59a83 wp-block-group-is-layout-constrained has-top has-right has-bottom has-left has-z-index\" style=\"border-radius:6px;margin-bottom:var(--wp--preset--spacing--1200);--z-index:1;padding:var(--wp--preset--spacing--100)\">\n<div class=\"wp-block-group is-horizontal is-nowrap is-layout-flex wp-container-core-group-is-layout-545c21a2 wp-block-group-is-layout-flex has-display-flex\" style=\"padding:var(--wp--preset--spacing--200)\">\n<figure class=\"wp-block-image is-style-icon has-max-width\" style=\"\"><span title=\"document icon\" role=\"img\" class=\"wp-block-image__icon\" style=\"\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"16\" height=\"16\" viewbox=\"0 0 16 16\" fill=\"none\" role=\"img\" aria-labelledby=\"icon-6a68022b5ac4d\" data-icon=\"brand-icons-document\"><title id=\"icon-6a68022b5ac4d\">Document Icon<\/title>\n<path d=\"M4.11111 11.8889H9.55556V10.3333H4.11111V11.8889ZM4.11111 8.77778H11.8889V7.22222H4.11111V8.77778ZM4.11111 5.66667H11.8889V4.11111H4.11111V5.66667ZM2.55556 15C2.12778 15 1.76157 14.8477 1.45694 14.5431C1.15231 14.2384 1 13.8722 1 13.4444V2.55556C1 2.12778 1.15231 1.76157 1.45694 1.45694C1.76157 1.15231 2.12778 1 2.55556 1H13.4444C13.8722 1 14.2384 1.15231 14.5431 1.45694C14.8477 1.76157 15 2.12778 15 2.55556V13.4444C15 13.8722 14.8477 14.2384 14.5431 14.5431C14.2384 14.8477 13.8722 15 13.4444 15H2.55556ZM2.55556 13.4444H13.4444V2.55556H2.55556V13.4444Z\" fill=\"currentColor\"><\/path><\/svg><\/span><\/figure>\n\n\n<p class=\"wp-block-paragraph has-cta-small-font-size\" style=\"font-style:normal;font-weight:700;margin:0 0 0 var(--wp--preset--spacing--200)\">Article<\/p>\n<\/div>\n<\/div>\n\n\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained has-width has-max-width\" style=\"--width-mobile:100%;--width-desktop:590px;--max-width-mobile:100%;--max-width-desktop:590px\">\n<h2 style=\"font-style:normal;font-weight:900; margin-bottom:var(--wp--preset--spacing--600);\" class=\"wp-block-post-title has-headline-5-font-size has-primary-font-family\" id=\"how-ai-in-investing-is-changing-financial-advice\"><a href=\"https:\/\/altruist.com\/insights\/how-ai-investing-is-changing-financial-advisory\/\" target=\"_self\">How AI in investing is changing financial advice<\/a><\/h2>\n\n\n<div style=\"margin-bottom:var(--wp--preset--spacing--1200)\" class=\"wp-block-post-excerpt has-paragraph-2-font-size\"><p class=\"wp-block-post-excerpt__excerpt\">AI in investing is reshaping research and portfolio management&mdash;but 80% of affluent clients still want a human advisor. Here&#8217;s what&#8217;s changing.<\/p><\/div>\n\n\n<div style=\"font-style:normal;font-weight:700;\" class=\"wp-block-post-date has-cta-small-font-size\"><time datetime=\"2026-07-13T17:23:06-04:00\">July 13, 2026<\/time><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow has-width\" style=\"flex-basis:40%;--width:100%\">\n<figure class=\"wp-block-post-featured-image has-aspect-ratio-3\/2 has-object-fit-cover has-object-position-center\" style=\"border-radius:16px\"><a href=\"https:\/\/altruist.com\/insights\/how-ai-investing-is-changing-financial-advisory\/\" target=\"_self\"><img loading=\"lazy\" decoding=\"async\" width=\"2500\" height=\"1200\" src=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/07\/mirror.webp\" class=\"attachment-post-thumbnail size-post-thumbnail wp-post-image\" alt=\"How AI in investing is changing financial advice\" style=\"border-radius:16px;object-fit:cover;\" srcset=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/07\/mirror.webp 2500w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/07\/mirror-300x144.webp 300w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/07\/mirror-1024x492.webp 1024w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/07\/mirror-768x369.webp 768w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/07\/mirror-1536x737.webp 1536w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/07\/mirror-2048x983.webp 2048w\" sizes=\"auto, (max-width: 2500px) 100vw, 2500px\"><\/a><\/figure>\n<\/div>\n<\/div>\n\n<\/li>\n<\/ul>\n\n\n\n<\/div>\n<\/div>\n\n\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\" style=\"margin:var(--wp--preset--spacing--1600) 0\">\n<div data-qllm-query-region=\"9\" class=\"wp-block-query is-layout-flow wp-block-query-is-layout-flow\">\n<ul class=\"wp-block-post-template is-layout-flow wp-block-post-template-is-layout-flow\">\n<li class=\"wp-block-post post-6014 post type-post status-publish format-standard has-post-thumbnail hentry category-insights tag-operations\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-0459e5e0 wp-block-columns-is-layout-flex has-width is-stacked-on-mobile\" style=\"border-radius:0px;border-top-color:var(--wp--preset--color--black);border-top-width:2px;padding-top:var(--wp--preset--spacing--lg);padding-bottom:var(--wp--preset--spacing--800);--width:100%;--columns:2\" data-columns=\"2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-d6b9ab57 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<div style=\"font-style:normal;font-weight:700;\" class=\"wp-block-post-date has-cta-small-font-size\"><time datetime=\"2026-06-26T12:20:33-04:00\">June 26, 2026<\/time><\/div>\n\n<h2 style=\"font-style:normal;font-weight:450;\" class=\"wp-block-post-title has-headline-5-font-size has-secondary-font-family\" id=\"ai-in-finance-a-complete-guide-for-2026\"><a href=\"https:\/\/altruist.com\/insights\/ai-in-finance-a-complete-guide-for-2026\/\" target=\"_self\">AI in finance: A complete guide for 2026<\/a><\/h2>\n\n\n<div class=\"wp-block-post-excerpt\"><p class=\"wp-block-post-excerpt__excerpt\">AI in finance handles repetitive, data-heavy tasks, while advisors remain responsible for judgment, relationships, and fiduciary oversight.<\/p><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<div class=\"wp-block-group is-vertical is-content-justification-right is-layout-flex wp-container-core-group-is-layout-52219066 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<figure class=\"wp-block-post-featured-image has-width has-max-width has-aspect-ratio-3\/2 has-height has-object-fit-cover has-object-position-center\" style=\"--width-mobile:100%;--width-desktop:300px;--max-width-mobile:100%;--max-width-desktop:300px;border-radius:16px\"><a href=\"https:\/\/altruist.com\/insights\/ai-in-finance-a-complete-guide-for-2026\/\" target=\"_self\"><img loading=\"lazy\" decoding=\"async\" width=\"1900\" height=\"912\" src=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/01\/Artwork-news-post.webp\" class=\"attachment-full size-full wp-post-image\" alt=\"AI in finance: A complete guide for 2026\" style=\"border-radius:16px;object-fit:cover;\" srcset=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/01\/Artwork-news-post.webp 1900w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/01\/Artwork-news-post-300x144.webp 300w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/01\/Artwork-news-post-1024x492.webp 1024w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/01\/Artwork-news-post-768x369.webp 768w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/01\/Artwork-news-post-1536x737.webp 1536w\" sizes=\"auto, (max-width: 1900px) 100vw, 1900px\"><\/a><\/figure>\n<\/div>\n<\/div>\n<\/div>\n\n<\/li>\n<li class=\"wp-block-post post-6219 post type-post status-publish format-standard has-post-thumbnail hentry category-insights tag-featured-insights tag-growth-strategy\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-0459e5e0 wp-block-columns-is-layout-flex has-width is-stacked-on-mobile\" style=\"border-radius:0px;border-top-color:var(--wp--preset--color--black);border-top-width:2px;padding-top:var(--wp--preset--spacing--lg);padding-bottom:var(--wp--preset--spacing--800);--width:100%;--columns:2\" data-columns=\"2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-d6b9ab57 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<div style=\"font-style:normal;font-weight:700;\" class=\"wp-block-post-date has-cta-small-font-size\"><time datetime=\"2026-06-22T17:52:24-04:00\">June 22, 2026<\/time><\/div>\n\n<h2 style=\"font-style:normal;font-weight:450;\" class=\"wp-block-post-title has-headline-5-font-size has-secondary-font-family\" id=\"7-strategies-for-winning-next-gen-clients\"><a href=\"https:\/\/altruist.com\/insights\/7-strategies-for-winning-next-gen-clients\/\" target=\"_self\">7 strategies for winning next-gen clients<\/a><\/h2>\n\n\n<div class=\"wp-block-post-excerpt\"><p class=\"wp-block-post-excerpt__excerpt\">Next-gen clients want weekly check-ins, values-aligned portfolios, and an advisor with an active social media presence. Here&#8217;s how to win them.<\/p><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<div class=\"wp-block-group is-vertical is-content-justification-right is-layout-flex wp-container-core-group-is-layout-52219066 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<figure class=\"wp-block-post-featured-image has-width has-max-width has-aspect-ratio-3\/2 has-height has-object-fit-cover has-object-position-center\" style=\"--width-mobile:100%;--width-desktop:300px;--max-width-mobile:100%;--max-width-desktop:300px;border-radius:16px\"><a href=\"https:\/\/altruist.com\/insights\/7-strategies-for-winning-next-gen-clients\/\" target=\"_self\"><img loading=\"lazy\" decoding=\"async\" width=\"2500\" height=\"1200\" src=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/06\/hand-key-blog.webp\" class=\"attachment-full size-full wp-post-image\" alt=\"7 strategies for winning next-gen clients\" style=\"border-radius:16px;object-fit:cover;\" srcset=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/06\/hand-key-blog.webp 2500w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/06\/hand-key-blog-300x144.webp 300w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/06\/hand-key-blog-1024x492.webp 1024w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/06\/hand-key-blog-768x369.webp 768w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/06\/hand-key-blog-1536x737.webp 1536w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/06\/hand-key-blog-2048x983.webp 2048w\" sizes=\"auto, (max-width: 2500px) 100vw, 2500px\"><\/a><\/figure>\n<\/div>\n<\/div>\n<\/div>\n\n<\/li>\n<li class=\"wp-block-post post-6178 post type-post status-publish format-standard has-post-thumbnail hentry category-insights tag-industry\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-0459e5e0 wp-block-columns-is-layout-flex has-width is-stacked-on-mobile\" style=\"border-radius:0px;border-top-color:var(--wp--preset--color--black);border-top-width:2px;padding-top:var(--wp--preset--spacing--lg);padding-bottom:var(--wp--preset--spacing--800);--width:100%;--columns:2\" data-columns=\"2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-d6b9ab57 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<div style=\"font-style:normal;font-weight:700;\" class=\"wp-block-post-date has-cta-small-font-size\"><time datetime=\"2026-06-11T17:01:56-04:00\">June 11, 2026<\/time><\/div>\n\n<h2 style=\"font-style:normal;font-weight:450;\" class=\"wp-block-post-title has-headline-5-font-size has-secondary-font-family\" id=\"the-rocket-in-the-room-what-spacex%e2%80%99s-ipo-means-for-your-clients\"><a href=\"https:\/\/altruist.com\/insights\/the-rocket-in-the-room-what-spacexs-ipo-means-for-your-clients\/\" target=\"_self\">The rocket in the room: what SpaceX&rsquo;s IPO means for your clients<\/a><\/h2>\n\n\n<div class=\"wp-block-post-excerpt\"><p class=\"wp-block-post-excerpt__excerpt\">At a reported target valuation of roughly $1.75 trillion, the SpaceX IPO ($SPCX) is shaping up to be one of the most consequential public listings in market history, and potentially the largest IPO ever.<\/p><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<div class=\"wp-block-group is-vertical is-content-justification-right is-layout-flex wp-container-core-group-is-layout-52219066 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<figure class=\"wp-block-post-featured-image has-width has-max-width has-aspect-ratio-3\/2 has-height has-object-fit-cover has-object-position-center\" style=\"--width-mobile:100%;--width-desktop:300px;--max-width-mobile:100%;--max-width-desktop:300px;border-radius:16px\"><a href=\"https:\/\/altruist.com\/insights\/the-rocket-in-the-room-what-spacexs-ipo-means-for-your-clients\/\" target=\"_self\"><img loading=\"lazy\" decoding=\"async\" width=\"2560\" height=\"1405\" src=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/05\/Fully-paid-scaled.jpg\" class=\"attachment-full size-full wp-post-image\" alt=\"The rocket in the room: what SpaceX&rsquo;s IPO means for your clients\" style=\"border-radius:16px;object-fit:cover;\" srcset=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/05\/Fully-paid-scaled.jpg 2560w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/05\/Fully-paid-300x165.jpg 300w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/05\/Fully-paid-1024x562.jpg 1024w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/05\/Fully-paid-768x422.jpg 768w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/05\/Fully-paid-1536x843.jpg 1536w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/05\/Fully-paid-2048x1124.jpg 2048w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\"><\/a><\/figure>\n<\/div>\n<\/div>\n<\/div>\n\n<\/li>\n<li class=\"wp-block-post post-5995 post type-post status-publish format-standard has-post-thumbnail hentry category-insights tag-operations\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-0459e5e0 wp-block-columns-is-layout-flex has-width is-stacked-on-mobile\" style=\"border-radius:0px;border-top-color:var(--wp--preset--color--black);border-top-width:2px;padding-top:var(--wp--preset--spacing--lg);padding-bottom:var(--wp--preset--spacing--800);--width:100%;--columns:2\" data-columns=\"2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-d6b9ab57 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<div style=\"font-style:normal;font-weight:700;\" class=\"wp-block-post-date has-cta-small-font-size\"><time datetime=\"2026-05-26T18:33:35-04:00\">May 26, 2026<\/time><\/div>\n\n<h2 style=\"font-style:normal;font-weight:450;\" class=\"wp-block-post-title has-headline-5-font-size has-secondary-font-family\" id=\"ai-in-wealth-management-a-complete-guide-for-2026%c2%a0\"><a href=\"https:\/\/altruist.com\/insights\/ai-in-wealth-management-a-complete-guide-for-2026\/\" target=\"_self\">AI in wealth management: A complete guide for 2026&nbsp;<\/a><\/h2>\n\n\n<div class=\"wp-block-post-excerpt\"><p class=\"wp-block-post-excerpt__excerpt\">In wealth management, AI helps advisors spend less time on routine tasks and more time with clients, making personalization, portfolio analysis, and firm growth easier to scale.<\/p><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<div class=\"wp-block-group is-vertical is-content-justification-right is-layout-flex wp-container-core-group-is-layout-52219066 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<figure class=\"wp-block-post-featured-image has-width has-max-width has-aspect-ratio-3\/2 has-height has-object-fit-cover has-object-position-center\" style=\"--width-mobile:100%;--width-desktop:300px;--max-width-mobile:100%;--max-width-desktop:300px;border-radius:16px\"><a href=\"https:\/\/altruist.com\/insights\/ai-in-wealth-management-a-complete-guide-for-2026\/\" target=\"_self\"><img loading=\"lazy\" decoding=\"async\" width=\"2500\" height=\"1200\" src=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/05\/Artwork.jpg\" class=\"attachment-full size-full wp-post-image\" alt=\"AI in wealth management: A complete guide for 2026&nbsp;\" style=\"border-radius:16px;object-fit:cover;\" srcset=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/05\/Artwork.jpg 2500w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/05\/Artwork-300x144.jpg 300w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/05\/Artwork-1024x492.jpg 1024w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/05\/Artwork-768x369.jpg 768w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/05\/Artwork-1536x737.jpg 1536w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/05\/Artwork-2048x983.jpg 2048w\" sizes=\"auto, (max-width: 2500px) 100vw, 2500px\"><\/a><\/figure>\n<\/div>\n<\/div>\n<\/div>\n\n<\/li>\n<li class=\"wp-block-post post-5433 post type-post status-publish format-standard has-post-thumbnail hentry category-insights tag-operations\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-0459e5e0 wp-block-columns-is-layout-flex has-width is-stacked-on-mobile\" style=\"border-radius:0px;border-top-color:var(--wp--preset--color--black);border-top-width:2px;padding-top:var(--wp--preset--spacing--lg);padding-bottom:var(--wp--preset--spacing--800);--width:100%;--columns:2\" data-columns=\"2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-d6b9ab57 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<div style=\"font-style:normal;font-weight:700;\" class=\"wp-block-post-date has-cta-small-font-size\"><time datetime=\"2026-03-05T17:48:20-05:00\">March 5, 2026<\/time><\/div>\n\n<h2 style=\"font-style:normal;font-weight:450;\" class=\"wp-block-post-title has-headline-5-font-size has-secondary-font-family\" id=\"essential-cybersecurity-strategies-for-independent-investment-advisors\"><a href=\"https:\/\/altruist.com\/insights\/essential-cybersecurity-strategies-for-independent-investment-advisors\/\" target=\"_self\">Essential cybersecurity strategies for independent investment advisors<\/a><\/h2>\n\n\n<div class=\"wp-block-post-excerpt\"><p class=\"wp-block-post-excerpt__excerpt\">By Dan Petty As an independent investment advisor, you carry a fiduciary responsibility to your clients, and no shortageof other responsibilities as well. You&rsquo;re expected to deeply understand each client&rsquo;s financial picture, runand grow your firm, navigate regulatory compliance, and adopt new technology that helps you serveclients better.&#8232;&#8232; Cybersecurity often gets added to that list,&hellip;<\/p><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<div class=\"wp-block-group is-vertical is-content-justification-right is-layout-flex wp-container-core-group-is-layout-52219066 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<figure class=\"wp-block-post-featured-image has-width has-max-width has-aspect-ratio-3\/2 has-height has-object-fit-cover has-object-position-center\" style=\"--width-mobile:100%;--width-desktop:300px;--max-width-mobile:100%;--max-width-desktop:300px;border-radius:16px\"><a href=\"https:\/\/altruist.com\/insights\/essential-cybersecurity-strategies-for-independent-investment-advisors\/\" target=\"_self\"><img loading=\"lazy\" decoding=\"async\" width=\"2500\" height=\"1200\" src=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/02\/Artwork-2.webp\" class=\"attachment-full size-full wp-post-image\" alt=\"Essential cybersecurity strategies for independent investment advisors\" style=\"border-radius:16px;object-fit:cover;\" srcset=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/02\/Artwork-2.webp 2500w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/02\/Artwork-2-300x144.webp 300w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/02\/Artwork-2-1024x492.webp 1024w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/02\/Artwork-2-768x369.webp 768w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/02\/Artwork-2-1536x737.webp 1536w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/02\/Artwork-2-2048x983.webp 2048w\" sizes=\"auto, (max-width: 2500px) 100vw, 2500px\"><\/a><\/figure>\n<\/div>\n<\/div>\n<\/div>\n\n<\/li>\n<\/ul>\n\n\n\t\t\t<div class=\"is-layout-flex wp-block-buttons wp-block-query-pagination-is-layout-flex\">\n\t\t\t\t<div class=\"wp-block-button aligncenter\">\n\t\t\t\t\t<a class=\"wp-block-button__link wp-element-button wp-load-more__button\" href=\"?query-6-page=2\" data-query-next-page=\"2\" data-query-key=\"6\" data-query-max-page=\"36\" data-query-url=\"query-6-page\" data-update-url=\"\"><span class=\"qllm-loading\">Loading&#8230;<\/span><span class=\"qllm-load-more\">Load More<\/span><\/a>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\n\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div><\/div>\n<\/section>\n\n\n<section class=\"wp-block-group alignfull is-full-width-group has-black-background-color has-background has-global-padding is-layout-constrained wp-container-core-group-is-layout-6f129e7c wp-block-group-is-layout-constrained\" style=\"padding:0 var(--wp--preset--spacing--1600)\"><div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\" style=\"padding:var(--wp--preset--spacing--2400) 0\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-28f84493 wp-block-columns-is-layout-flex is-stacked-on-mobile\" style=\"border-radius:0px;border-top-color:var(--wp--preset--color--white);border-top-width:8px;--columns:2\" data-columns=\"2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"border-style:none;border-width:0px\">\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-0bc941e6 wp-block-group-is-layout-flex\">\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<p class=\"wp-block-paragraph has-white-color has-text-color has-link-color has-cta-default-font-size wp-elements-fc37214d0127ae484a9b8fca4f73b768\" style=\"font-style:normal;font-weight:700;margin:var(--wp--preset--spacing--600) 0 var(--wp--preset--spacing--400) 0\">Free download<\/p>\n\n\n<h2 class=\"wp-block-heading has-white-color has-text-color has-link-color has-headline-4-font-size wp-elements-2fc447bcdb0a137f12375181a21515a1\" id=\"share-your-best-ideas-meet-your-best-clients\">Share your best ideas. Meet your best clients.<\/h2>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column has-background-color has-text-color has-link-color wp-elements-19eb5e2e9facef807610fe65962329f2 is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<p class=\"wp-block-paragraph has-paragraph-1-font-size\" style=\"padding:var(--wp--preset--spacing--600) 0\">A practical guide for advisors to stand out online, connect with the right people, and win new clients.<\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\" style=\"\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/altruist.com\/marketing-download\/\" style=\"\">Get the playbook<\/a><\/div>\n<\/div>\n\n\n<figure class=\"wp-block-image size-full\" style=\"margin-top:var(--wp--preset--spacing--1600)\"><img loading=\"lazy\" decoding=\"async\" width=\"600\" height=\"750\" src=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/10\/Image-1.png\" alt=\"\" class=\"wp-image-4611\" srcset=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/10\/Image-1.png 600w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/10\/Image-1-240x300.png 240w\" sizes=\"auto, (max-width: 600px) 100vw, 600px\" \/><\/figure>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/section>\n\n\n<section class=\"wp-block-group alignfull is-full-width-group has-blue-primary-background-color has-background has-global-padding is-layout-constrained wp-container-core-group-is-layout-a9cf8671 wp-block-group-is-layout-constrained\" style=\"padding:var(--wp--preset--spacing--2400) var(--wp--preset--spacing--1600)\"><div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\" style=\"border-radius:0px;border-top-color:var(--wp--preset--color--black);border-top-width:8px;padding-top:var(--wp--preset--spacing--600)\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-88e7fbb6 wp-block-columns-is-layout-flex is-stacked-on-mobile\" data-columns=\"2\" style=\"--columns:2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<h2 class=\"wp-block-heading has-black-color has-text-color has-link-color has-headline-2-font-size wp-elements-3e5051adcce96a6235cac974b16efb0f\" id=\"interested-in-altruist\">Interested in Altruist?<\/h2>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"wp-block-paragraph has-black-color has-text-color has-link-color has-paragraph-1-font-size wp-elements-704b27461e6d65d06feb9f12cb1868ff\" style=\"margin-bottom:var(--wp--preset--spacing--800)\">Use our platform to simplify operations, build stronger relationships with clients, and achieve better outcomes. <\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button is-style-default\" style=\"padding-top:var(--wp--preset--spacing--400);padding-right:var(--wp--preset--spacing--1200);padding-bottom:var(--wp--preset--spacing--400);padding-left:var(--wp--preset--spacing--1200)\"><a class=\"wp-block-button__link has-white-color has-black-background-color has-text-color has-background has-link-color has-cta-default-font-size has-custom-font-size wp-element-button\" href=\"https:\/\/altruist.com\/talk-to-us\/\" style=\"padding-top:var(--wp--preset--spacing--400);padding-right:var(--wp--preset--spacing--1200);padding-bottom:var(--wp--preset--spacing--400);padding-left:var(--wp--preset--spacing--1200);padding:var(--wp--preset--spacing--400) var(--wp--preset--spacing--1200)\">See if you&#8217;re a fit<\/a><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Resources for advisors shaping the future of advice Free download Share your best ideas. Meet your best clients. A practical guide for advisors to stand out online, connect with the right people, and win new clients. Interested in Altruist? Use our platform to simplify operations, build stronger relationships with clients, and achieve better outcomes.<\/p>\n","protected":false},"author":3,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"wp-custom-template-content-library","meta":{"content-type":"","_custom_page_spacing":"","_custom_nav_style":"","_hide_navigation":false,"_hide_footer":false,"footnotes":""},"class_list":["post-400","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.9 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Resources - Altruist<\/title>\n<meta name=\"description\" content=\"Altruist\u2019s latest resources for wealth professionals. 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