Altruist

We’re excited to introduce Altruist's new fixed income trading center—built to simplify fixed income portfolio management for RIAs. With real-time bond pricing, advanced filtering across US Treasuries, Corporates, and more, plus a seamless click-to-trade feature, you can trade bonds directly within our platform. Save time and minimize costs with smart-order routing, all designed to keep your focus on what matters—your clients. Discover how our solution helps RIAs trade smarter and faster: https://lnkd.in/guTpy5SK?

Robinhood’s acquisition of TradePMR signals big changes ahead for the RIA space. Our CEO Jason Wenk shared his perspective with Josh Welsh, emphasizing the potential for improved technology, lower prices, and more automation for advisors—though these shifts won’t happen overnight.

Many advisors dream of scaling, but few take the bold steps required to grow. Matt Stahl shares how reverse engineering client success and meeting people where they are led to meaningful growth. ‘People remember stories.’ Dive into his powerful strategies on?The Advisor Journey’s latest episode https://lnkd.in/ek8reKW6

Scaling a practice isn’t about overnight success—it’s about persistence, focus, and learning from failure. Matt Stahl shares, 'In retrospect, it was a big swing.' From failed workshops to a thriving firm, his insights on marketing, storytelling, and leadership are invaluable for advisors. Ep. 83 goes live on Nov. 20. Be sure to subscribe to The Advisor Journey and never miss a new episode.

“It’s a decades-long relationship that we can build... we’re trying to find that sweet spot.” In the latest episode of the Run the Numbers podcast with CJ Gustafson, Chief Financial Officer Marc Greenberg shares how Altruist is building a better future for advisors and their clients. Hear more about how we’re focusing on long-term growth and seamless client service. https://lnkd.in/gdpnCvV2

Ready to break away? Join us for a live webinar with Brandon Lockwood, CWS?, who recently took the leap to build his own RIA. He’ll share what made him take the plunge, how he brought $63M in assets, and why he partnered with Altruist. Register now to hear his story:?https://lnkd.in/g_R8MXEW

Are you listening to your customers? In the latest episode of #TheAdvisorJourney, John Prendergast, CEO of Blueleaf, shares insights on blending vision with empathy. Hit the link below to hear more ???? https://lnkd.in/eFgiEV6b

Last week we held Office Hours with Jason Wenk. From Altruist’s modern fixed income experience to proactive Tax Loss Harvesting to a special look at future introductions to the platform, a whole lot was covered. Missed it? Just need a refresher? Here’s the recording so you can give it a watch: https://lnkd.in/gCcv_aJE

It’s the final day at #NAPFA2024! Don’t miss your chance to connect with the Altruist team. What events should we hit next year? Let us know in the comments ??

Fixed income is back, and more appealing than ever. But outdated systems make trading bonds cumbersome for advisors. Altruist's new fully integrated fixed income trading platform brings efficiency, control, and real-time analytics to the forefront—modernizing how advisors manage fixed income. Learn how we're simplifying bond trading.