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From the RIA Intel Archive
The Next Schwab?
Altruist – a new digital, commission-free custodian for RIAs – will save advisors up to 90% on technology and custody costs, says founder Jason Wenk. “Our goal is for everyone to really pay almost nothing.”
By Michael Thrasher September 9, 2019
Jason Wenk
Edward Jones
Russell Kroeger
Donald Windle
Charles Schwab