Altruist CEO Jason Wenk on WealthTech, financial planning, advice, and generally improving financial health
The Fintech Blueprint
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How to Make a Wholesale Switch to a Third Party Adviser
altrest was born to give advisers a fighting chance to be relevant, you know, not just to day, but ten, 15, 20 years from now. When i started that first r ia in two thousand four, i couldn't even get you no call back from fidelity and shwab. But there was one custodian who wouldho would take a chance o men. That was, they were called tety water house back then. Then, then tedeum mare trader, now part of part of schwab. And so 14 years later, it still was operating that way. And i was likey like, let's rebuild custody, like, this is what
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