Kitces.com notes that Altruist has been acquired by Vanguard, representing a major shift for an RIA custodian that was previously untethered to a retail financial institution.
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Strategy & Corporate Development
Quote
“Altruist has been acquired by Vanguard, representing a major shift for an RIA custodian that was previously untethered to a retail financial institution”
— Michael Kitces|Kitces.com team
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Kitces.com
Advancing Knowledge in Financial Planning to Help Real Financial Advisors Be Better and More Successful
- Industry
- Financial Services
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- 34 employees
Publishers of the Nerd's Eye View blog on Kitces.com and the Financial Advisor Success podcast and the Kitces & Carl podcast The team at Kitces.com is committed to making real financial advisors better, and more successful. It is our mission to help advisors who are serious about their craft to fulfill their sacred duty to clients by advancing the knowledge and practice of financial planning. Which we do by being the leading online source of research, resources, education, and training, for real financial planners.