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Jason Wenk

Altruist · Reported Oct 7

In network coverage since September 21, 2026 · 16+ stories

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practice

Vanguard auto-enrolls $1 million–$10 million clients in Flagship

The letters went out last week; outside funds held at Vanguard now count toward the $1 million minimum.

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

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

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

RIA · Oct 6Altruist adds donor-advised funds to its platform at 50 basis points

move · Oct 5Schwab offers an informal welcome to Fidelity's sub-$100 million custody clients

RIA · Oct 5Schwab says it already serves 11,000 sub-$100 million RIAs as Fidelity sets a deadline

move · Oct 2Fidelity gives custody clients under $100 million until June 2027 to move

move · Oct 1Fidelity gives sub-$100M RIAs until June 2027 to find a custodian

RIA · Oct 1Fidelity raises RIA custody minimum to $100 million, setting a mid-2027 deadline

RIA · Sep 25Jump rents the same AI to rivals; Altruist owns the record

RIA · Sep 24Altruist puts pre-IPO access where the record lives

move · Sep 22Altruist's AI head start makes custody choice a technology bet

RIA · Sep 22Schwab bought AI access; Altruist owns the client record

RIA · Sep 21Schwab's Claude deal sells data terms, not a better model

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