Altruist Launches AI Financial Planning Agent

Published on August 31, 2026

The custodian and tech provider's new tool creates comprehensive plans in minutes, automating workflows that previously took advisors hours to complete.

Continue reading on website
Other news

RPA Aggregator Consolidation to Heat Up

August 31, 2026
The latest rumored deal by World Insurance is a sign of things to come.

RIAs Add More ETFs in Q2, Shift Focus to Tech

August 31, 2026
The changes were modest, indicating that RIAs were strategically adding new ETFs to fulfill specific roles within their portfolios.