Advisory - All Posts

Direct Indexing: What Advisors Need To Know

Direct indexing is a portfolio management strategy to help investors offset their capital gains tax liability. In this article, we’ll explain how direct indexing originated, its key benefits, and how technology powers this sophisticated portfolio management method.

10/15/2024

3 Upgrades To Our Tax Management Tools

Upgrade your tax management with Altruist's enhanced TaxIQ, featuring daily tax loss harvesting scans, capital gains budgeting, and gain/loss summaries for better tax efficiency and client outcomes.

12/04/2024

How Automated Tax Management Benefits Clients and Advisors

We're excited to announce TaxIQ, empowering advisors to automate tax loss harvesting, tax-aware rebalancing, and additional reporting.

06/18/2024

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

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

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

Dispelling 7 Myths About Altruist’s Model Marketplace

Debunk common myths about Altruist’s Model Marketplace and discover how it can enhance efficiency, customization, and cost savings for financial advisors managing client portfolios.

12/06/2024

Answers to the Altruist Community’s TaxIQ questions

We answer the most common questions we've received from the advisor community about TaxIQ, Altruist's new suite of tax management solutions.

07/25/2024

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

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

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

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

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

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

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

Taking the Leap: The Compelling Opportunity in Secondaries

Investing in secondaries with informed strategies can present a valuable opportunity for perceptive investors amid shifting economic and market dynamics.

02/28/2024

Introducing the Altruist + ACA integration for ESG analysis

Discover the powerful new integration between Altruist and ACA’s Data and Analytics solution, Ethos, offering unparalleled ESG ratings and data for financial advisors.

12/13/2023

Optimizing After Tax Returns with Altruist: Insights from our latest webinar

Americans spend a significant portion of their lifetime earnings on taxes. Effective tax management strategies can substantially enhance after-tax investment returns. Here’s how Altruist can help.

12/06/2023

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

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 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