A Daily Network publication

custodian

Altruist

CULVER CITY, CA

CRD: 299398

In network coverage since October 6, 2026 · 16+ stories

Regulatory AUMSEC Form ADV · Oct 17

348EmployeesForm ADV

15Deals on our tracker

Regulatory AUM · Aug 16 – Oct 17

Deal recordFull tracker →

Oct 5, 26Fund launchEndaoment — coverage

Oct 5, 26Deal talkVanguard Group — coverage

Oct 5, 26Fund launchEndaoment — coverage

Sep 24, 26Fund launchMonark Capital Management — coverage

Sep 23, 26Fund launch — coverage

Sep 20, 26Deal closedVanguard Group — coverage

Sep 20, 26Deal closedVanguard Group — coverage

Sep 20, 26Deal closedVanguard Group — coverage

Sep 2, 26Fund launch · $3.6K — coverage

Sep 1, 26Deal announcedVanguard Group — coverage

Sep 1, 26Deal announcedVanguard Group · $4.6B — coverage

Sep 1, 26Deal announcedVanguard Group — coverage

Sep 1, 26Deal announcedVanguard Group — coverage

Aug 31, 26Fund launch — coverage

Aug 31, 26Fund launch — coverage

Network coverage

practice

WealthManagement.com column says Vanguard-Altruist deal raises advisor fee question

The column argues advisors must demonstrate how they interpret, contextualize and apply what clients already bring to the meeting.

The Close · Oct 22WealthManagement.com column says Vanguard-Altruist deal raises the bar for human advice

portfolio · Oct 20Charles Schwab plans its own long/short SMA, CEO Rick Wurster says

RIA · Oct 20Charles Schwab expects to offer long/short SMA, CEO says

portfolio · Oct 20AssetMark adds two private equity interval funds, taking shelf to six

move · Oct 13State Street launches Apex-powered RIA custody unit for $1 billion-plus RIAs

RIA · Oct 13State Street and Apex Clearing launch RIA custody unit for $1 billion-plus RIAs

move · Oct 7Fidelity says a few hundred advisory firms face its $100 million custody cutoff

move · Oct 7Betterment waives custody fees through Dec. 31, 2028 for RIAs transferring from Fidelity

practice · Oct 6RQD gets a boost as Fidelity sets $100 million custodian minimum

practice · Oct 6Altruist prices Hazel planning agent at $3,600 per advisor annually

practice · Oct 6Altruist adds donor-advised funds to custody at 50 basis points

practice · Oct 6Schwab Advisor Services becomes first RIA custodian to use Anthropic's Claude

The Close · Oct 6Fidelity's $100 million custody minimum draws Betterment, Axos and Schwab

RIA · Oct 6Betterment, Axos and Schwab court Fidelity clients hit by $100 million minimum

RIA · Oct 6Fidelity sets $100 million custody minimum; Betterment waives fees through 2028

THE DESK BRIEF

Flows, fee cuts, and closure risk on the funds you watch — every trading morning.