Altruist Prepping Turnkey RIA Model
By Dinah Wisenberg BrinAltruist CEO Jason Wenk calls the model a "low-cost, simple path to independence."
May 20, 2026
Fisher Investments Wins Temporary Block on Two Copycat Domain NamesThe RIA alleges the sites are diluting its trademark in an attempt to trick visitors into entering their data.
May 20, 2026
Single Americans Are Financially Confident but Wary About Aging Alone: StudyMany seek support from advisors, Ameriprise Financial finds, and 80% who do report increased assurance in their future.
May 20, 2026
Barney Frank, Key Lawmaker During Financial Crisis, Dies at 86He co-authored the sweeping Dodd-Frank Act that overhauled U.S. financial regulation.
May 19, 2026
Trust in Financial Institutions Linked to Higher Wealth, Retirement Account UseHigh trust in Social Security and other government programs doesn't have the same correlation, researchers report.
May 19, 2026
Lawmaker Casts Doubt on More SALT Tax Relief This YearRep. Mike Lawler, R-N.Y., suggested the idea was unrealistic.
May 19, 2026
High-Net-Worth Women Open to Alts if Advisors Recommend Them: SurveyTheir long-term approach to investing aligns well with alternative investments, Brookfield reports, but only 44% invest in them.
May 19, 2026
BD Fined $100K Over Deferred VA ExchangesWorld Investments failed to supervise recommendations of annuity switches, FINRA finds.