Interview discusses Altruist’s founding and its plan to modernize custody/asset management for independent financial advisors. The conversation also covers the current state of RIAs and how AI may influence wealth management and advisory workflows. No specific financial figures or policy changes were provided.
Interview discusses Altruist’s founding and its plan to modernize custody/asset management for independent financial advisors. The conversation also covers the current state of RIAs and how AI may influence wealth management and advisory workflows. No specific financial figures or policy changes were provided.
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