Altruist

Introducing Altruist Cash 💰 Your clients get 5.10% APY on cash. 💲11x the national average  💲No more pushing clients to third-party solutions  💲Same day liquidity  💲$0 Minimums  Advisors no longer have to choose between visibility into your client’s entire financial picture and getting access to a higher APY.  Learn more: https://lnkd.in/gb7B2FEV  Please see altruist.com/cash for more information.

"Whatever we were going to do, small, medium, or big - there was going to be excellence." - Bill McNabb Join us on The Advisor Journey as the former Vanguard CEO shares his insights on leadership, career growth, and building resilient teams in the financial services industry. Don’t miss this chance to learn from one of the best in the business. Listen now on Spotify and Apple. Spotify: https://lnkd.in/gpQA6aEz Apple: https://lnkd.in/gp9z6Njz

Catch the replay of last month's Breakaway Chronicles: From IAR to RIA with Kyle Hammerschmidt and learn: - Kyle’s assessment of when and why he chose to start his own firm. - The costs and considerations of assembling a new technology and (compliance) stack. - Best practices for advisors who are thinking of transitioning to the RIA model. Replay: https://lnkd.in/gyTgf6-2 Next Week: Join Jason Payne, an industry veteran who took the leap to independence after 27 years in the business. Register now to join us: https://lnkd.in/gMuRAvRx

Missed our recent webinar with Wealthbox on streamlining account openings with Altruist? Join our next session on Monday exploring the Altruist New Account Opening workflow in Wealthbox: - Set up and use workflows - Customize for efficiency Register now: https://lnkd.in/gKRQYabg

Curious about improving client returns? Discover how Altruist’s TaxIQ automates tax-loss harvesting + gains deferral for optimized strategies. Tune in to The Advisor Journey episode featuring Adam Grealish on Apple and Spotify below 👇

"Everyone's willing to trade information, trade ideas, and help each other grow." As an advisor, be part of a community where collaboration isn't just encouraged – it's the heartbeat of every interaction. Join us at Altruist Academy NYC to experience this firsthand. Connect with peers and industry leaders dedicated to sharing insights and strategies that elevate everyone's practice. Spots are running out, register now: https://lnkd.in/gWzKRjFW

Only a few more days to register for our webinar on our newest product, TaxIQ, hosted by Adam Grealish, Head of Investment Products at Altruist. Gain valuable insights, learn best practices, and optimize your tax strategies. Don't miss this opportunity to stay ahead in the ever-evolving landscape of tax management. Register now to secure your spot: https://lnkd.in/gwEb-TSt Altruist does not provide tax advice. Review the TaxIQ disclosures on altruist.com/legal.

Dasarte Y., the master of recaps and summaries, shares his notes from the latest episode of The Advisor Journey: Strategies to Maximize After-Tax Returns‬ with Altruist's Head of Investments, Adam Grealish. Tune in for the takeaways (links in first comment).

Introducing TaxIQ by Altruist. Join Adam Grealish, Altruist's Head of Investment Products, in our upcoming webinar and see how our new tax management suite can elevate your practice. Learn how automated tax loss harvesting and sensitivity rebalancing can help your client’s keep more of what they earn. Register now: https://lnkd.in/gwEb-TSt Disclosures: Altruist does not provide tax advice. Review the TaxIQ disclosures on altruist.com/legal.

At Altruist Academy, every detail is curated for you, even the hotel. Our next event is at the 1 Hotel Brooklyn Bridge, offering a unique and eco-friendly stay. Experience an unforgettable learning and networking experience in an exceptional setting.