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Altruist eliminates software fees for RIAs

Altruist said it will waive its per-account fees completely for advisors who custody all their assets with Altruist.

Marc greenbergMellon pershingZach hubbardApex fintech solutionsTd ameritradeShareholders services groupCharles schwab advisor servicesLos angeles basedGreen springFidelity institutional

Altruist Moves to Hybrid Work Environment

The Los Angeles-headquartered RIA custodian aims to maintain a certain level of service, as it continues to grow.

New jerseyUnited statesLos angelesJason wenkTd ameritradeShareholders services groupCulver cityVenice beachAltruist clearing

Altruist names former Pixar, Blend exec Marc Greenberg as new CFO

Marc Greenberg, the new CFO at Altruist, spent 16 years at Pixar before most recently working at a banking fintech.

Marc greenbergEdwin catmullJason wenkMellon pershingCharles schwab advisor servicesApex fintech solutionsCreativity incShareholders services groupLos angeles basedShareholders servicesFidelity institutionalCharles schwab advisor

March 2023 Riskalyze Fintech Five

Riskalyze CEO Aaron Klein provides his take on the biggest news to hit advisor technology in the previous month.

United statesBrian mclaughlinJoel bruckensteinSteve jobsBrittany hodakJason wenkLas vegasThomas kopelmanInformation advisor softwareShareholders services groupTd ameritradeRiskalyze fintech fiveInside information advisor software surveyShareholders servicesSnappy krakenAria resort

BridgeFT Launches WealthTech API

BridgeFT's WealthTech API provides firms, from RIAs to enterprise providers, with account aggregation and multi-custodial feeds through a single API.

City ofUnited kingdomDave hagenJoe stenslandLondon stock exchange groupGoldman sachsTd ameritradeFinancial technologyShareholders services groupBridge financial technologyLondon stock exchange

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