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Private Wealth Daily
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Jason Wenk

Altruist · Reported Oct 7
In network coverage since September 1, 2026 · 16+ stories
Network coverage
Practice management

Vanguard auto-enrolls $1 million–$10 million clients in Flagship

The letters went out last week; outside funds held at Vanguard now count toward the $1 million minimum.
Recruiting & transitions · Oct 7Betterment waives custody fees through Dec. 31, 2028 for RIAs transferring from Fidelity
Practice management · Oct 6Altruist prices Hazel planning agent at $3,600 per advisor annually
RIA · Oct 6Altruist adds donor-advised funds to its platform at 50 basis points
RIA · Oct 5Schwab says it already serves 11,000 sub-$100 million RIAs as Fidelity sets a deadline
Recruiting & transitions · Oct 1Fidelity gives sub-$100M RIAs until June 2027 to find a custodian
RIA · Oct 1Fidelity raises RIA custody minimum to $100 million, setting a mid-2027 deadline
RIA · Sep 25Jump rents the same AI to rivals; Altruist owns the record
RIA · Sep 24Altruist puts pre-IPO access where the record lives
Recruiting & transitions · Sep 22Altruist's AI head start makes custody choice a technology bet
RIA · Sep 22Schwab bought AI access; Altruist owns the client record
RIA · Sep 21Schwab's Claude deal sells data terms, not a better model
RIA · Sep 10Altruist's real-time API makes custody a data business
Practice management · Sep 3Altruist's $3,600 AI planner takes aim at planning's Big Three
Deals & PE · Sep 2The private-markets gateway is now the M&A target
Practice management · Sep 1Altruist's AI planner is a retention test
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