Tech-Based Custodian Altruist Sells to Vanguard

Published on August 26, 2026

Jason Wenk’s would-be giant-killer custodian Altruist goes institutional with sale to investor and board member Vanguard.

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Trump Administration issues guidance on health-contingent wellness programs, including tobacco cessation programs

August 26, 2026
WASHINGTON – The U.S. Department of Labor announced today that its Employee Benefits Security Administration, along with the departments of Health and Human Services and Treasury, issued guidance related to questions raised in dozens of class-action lawsuits challenging the tobacco surcharges some employers add to premiums for their group health plans through workplace wellness programs. The Healt

Steps to Achieving Wellness as a Financial Advisor

August 26, 2026
The right environment isn’t about working less — it’s about working in a way that lets you thrive sustainably. Focus on your preferences and what you want to help you align your work environment with your current work situation.