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Latest Articles

Better portfolio construction with Unified Managed Accounts

Better portfolio construction with Unified Managed Accounts

Unified managed accounts (UMAs) on Altruist allow advisors to combine models from their favorite investment managers with their own custom portfolios.
11/08/2022
Model Marketplace Partner Spotlight: Advisor 123

Model Marketplace Partner Spotlight: Advisor 123

Advisor123 offers a rules-based, emotion-free approach to investment management, with an added focus on cost-efficiency. Read this Q&A with the founding team.
05/15/2023
Altruist and Seeds partner to help RIAs build personalized portfolios

Altruist and Seeds partner to help RIAs build personalized portfolios

Announcing Altruist's latest partnership with Seeds Investor. This partnership helps RIAs build personalized portfolios for their clients.
10/30/2023
Introducing Altruist’s Strategist Suite of Portfolios

Introducing Altruist’s Strategist Suite of Portfolios

We're announcing plans to launch a new addition to our Model Marketplace: the Altruist Strategist suite (Strategist). 
03/11/2022
Managing & Transitioning legacy positions for long-term success

Managing & Transitioning legacy positions for long-term success

Discover strategies to manage and transition legacy positions in taxable accounts through technology, and minimize risk for your clients' portfolios.
04/03/2023
3 Steps to a Better Client Conversation around UGMAs and UTMAs

3 Steps to a Better Client Conversation around UGMAs and UTMAs

3 Steps to a Better Client Conversation around UGMAs and UTMAs
05/02/2022
The Evolution of ESG: Controversies & Opportunities

The Evolution of ESG: Controversies & Opportunities

Altruist invited Lily Bowles to discuss the evolution of ESG investing and share how financial advisors can incorporate ESG factors into their investing process.
06/08/2021
Why Altruist changed from FIFO to MinTax Cost Basis

Why Altruist changed from FIFO to MinTax Cost Basis

Altruist has changed our default cost basis reporting to MinTax from FIFO. Learn about our commitment to transparent reporting.
09/16/2021
What advisors need to know about the current state of crypto investing

What advisors need to know about the current state of crypto investing

Get smart on the latest crypto investing and trading strategies to support your clients and deepen your relationships with them.
12/22/2021
The economic power of women is massive—advisors need to pay attention

The economic power of women is massive—advisors need to pay attention

The gender gap in financial advisors in the U.S. is huge, missing a massive opportunity to serve women’s interest in investing and ability to grow wealth.
03/25/2021
Helping clients navigate market volatility

Helping clients navigate market volatility

As an emerging advisor, helping your clients navigate market volatility can be daunting. Altruist's guide will help you ease your clients' concerns and boost confidence now and into the future.
02/18/2022
What is a TAMP–and should you use one?

What is a TAMP–and should you use one?

Discover how TAMPs work and how a modern custodian alternative like Altruist can provide lower fees, enhanced tech, and a better client experience.
11/17/2023
What you need to know about the upcoming tax bill

What you need to know about the upcoming tax bill

A new tax bill is winding its way through Congress, and though nothing is set in stone yet, changes are in store. To better prepare yourself and your clients, take a look at our COO’s thoughts on what’s being debated and what the impact could be.
09/30/2021