Clearing and Custodial Firms
Read up on clearing and custodial firms serving RIAs and others in the wealth management arena.
Altruist Introduces AI-Powered Financial Planning Agent
By Rob BurgessThe announcement follows a tax planning deployment that sent wealth management stocks tumbling in February.
August 28, 2026
Advisors Weigh Vanguard Deal, On and Off Altruist's PlatformSome see a credibility boost and new competition for Schwab and Fidelity; others fear Altruist could lose its edge.
August 26, 2026
Why Vanguard's Altruist Buy Is a Big Deal for RIAsThe $4.6 billion deal is the "biggest structural move for RIA custody in years," William Trout of Datos Insights says.
August 26, 2026
Vanguard to Buy Wealth Platform Altruist as It Expands in AdviceVanguard, known mostly for its low-fee index funds, will add Altruist's wealth technology and custody platform.
August 05, 2026
Vanguard Muni Bond Head to DepartPaul Malloy, who oversaw roughly $300 billion in municipal assets at the investment titan, has left the firm after over two decades.
August 04, 2026
Fidelity's Managed Assets Hit $7.8T in Second QuarterThat's up 23% from a year ago, according to the firm's second-quarter business update, released Tuesday.
July 27, 2026
Orion Launches Digital Account Opening Tool for Advisor PortalGoldman Sachs Custody Solutions is the first custodian to integrate the wealthtech's offering.
July 22, 2026
Schwab CEO Seeks Broad Conversion of DIYers to Advisory ClientsJust 5% of the firm's retail clients pay for advice, while 31% say they'd be willing to, he says.