Altruist riding 140% growth trajectory in 'breakout' year, CEO says Altruist riding 140% growth trajectory in 'breakout' year, CEO says
JUN 17, 2026 BY ANDREW COHEN

Jason Wenk says his RIA custodian is far ahead of targets as Altruist Advisors beta program draws five times more applicants than expected

Practice Management (GoRIA)

Next-gen advisors are ready to work – are RIA firms ready for them?
JUN 17, 2026 Next-gen advisors are ready to work – are RIA firms ready for them?
Dynasty Financial Partners, Allocate deepen private markets push for independent RIAs
JUN 10, 2026 Dynasty Financial Partners, Allocate deepen private markets push for independent RIAs
FINNY launches enterprise AI growth platform with Mercer Advisors
JUN 09, 2026 FINNY launches enterprise AI growth platform with Mercer Advisors

Technology

FINNY launches enterprise AI growth platform with Mercer Advisors
JUN 09, 2026 FINNY launches enterprise AI growth platform with Mercer Advisors
New report spotlights 'operational paradox' for mid-sized RIAs
MAY 20, 2026 New report spotlights 'operational paradox' for mid-sized RIAs
AdvicePay hails 10th anniversary as fee-for-service planning hits $1 billion on platform
MAY 13, 2026 AdvicePay hails 10th anniversary as fee-for-service planning hits $1 billion on platform

Compliance

AI meeting notetakers spark hidden compliance risks for RIAs
APR 20, 2026 AI meeting notetakers spark hidden compliance risks for RIAs
The SEC is preparing to raise thresholds for performance fees
MAR 31, 2026 The SEC is preparing to raise thresholds for performance fees
Judge blocks Prime Capital advisors from contacting ex-Edelman clients
MAR 17, 2026 Judge blocks Prime Capital advisors from contacting ex-Edelman clients

Custodian

Altruist riding 140% growth trajectory in 'breakout' year, CEO says
JUN 17, 2026 Altruist riding 140% growth trajectory in 'breakout' year, CEO says
Betterment eyes retail-to-advisor pipeline with RIA referral pilot
JUN 11, 2026 Betterment eyes retail-to-advisor pipeline with RIA referral pilot
Robinhood pushes direct-to-advisor model in RIA referral program
JUN 08, 2026 Robinhood pushes direct-to-advisor model in RIA referral program

Bolt-Ons

The legal fine print behind estate planning tech: What RIAs need to know
APR 27, 2026 The legal fine print behind estate planning tech: What RIAs need to know
Billpay providers for UHNW clients raise capital as 'concierge' services come downmarket
MAR 25, 2026 Billpay providers for UHNW clients raise capital as 'concierge' services come downmarket
Wealthreach launches Attract to help advisors get noticed by AI
MAR 25, 2026 Wealthreach launches Attract to help advisors get noticed by AI

TAMPs

New report spotlights 'operational paradox' for mid-sized RIAs
MAY 20, 2026 New report spotlights 'operational paradox' for mid-sized RIAs
GeoWealth lands $42.5M Goldman Sachs investment in extended Series C
MAR 19, 2026 GeoWealth lands $42.5M Goldman Sachs investment in extended Series C
How Envestnet TAMP works: Key features for RIAs in the US
DEC 02, 2025 How Envestnet TAMP works: Key features for RIAs in the US

Podcasts

How to leverage a custodian's resources to goRIA
MAR 03, 2026 How to leverage a custodian's resources to goRIA
goRIA with Johnny Hilbrant (aka "The PE Guy")
FEB 11, 2026 goRIA with Johnny Hilbrant (aka "The PE Guy")
Talking college & crypto with Ric Edelman
JAN 22, 2026 Talking college & crypto with Ric Edelman

On Location

Oct 13, 2025 | CFP Connections (Chicago) E7 | Guest: Kevin Keller, CAE, CEO, CFP Board
MAY 25, 2026 Oct 13, 2025 | CFP Connections (Chicago) E7 | Guest: Kevin Keller, CAE, CEO, CFP Board
Oct 13, 2025 | CFP Connections (Chicago) E6 | Guest: Lisa Davis, Chief Program Officer, CFP Board
MAY 25, 2026 Oct 13, 2025 | CFP Connections (Chicago) E6 | Guest: Lisa Davis, Chief Program Officer, CFP Board
Oct 13, 2025 | CFP Connections (Chicago) E5 | Guest: April Rudin, CEO, The Rudin Group
MAY 25, 2026 Oct 13, 2025 | CFP Connections (Chicago) E5 | Guest: April Rudin, CEO, The Rudin Group

Webinars

goRIA Virtual Summit
MAY 01, 2024 goRIA Virtual Summit