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Private Wealth Daily
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RightCapital

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In network coverage since August 18, 2026 · 5 stories
Network coverage
Practice management

Altruist prices Hazel planning agent at $3,600 per advisor annually

The custodian is selling the planning tool to advisors regardless of where they custody, and RIABiz reports buyers may need to supply PDFs if rival planning vendors refuse API access.
Moves · Sep 30Kestra Financial adds $550 million Texas planning team as wealth build-out continues
The Close · Sep 16Southern RIAs are selling direct access, and rollups can't buy it
Practice management · Sep 3Altruist's $3,600 AI planner takes aim at planning's Big Three
Deals & PE · Aug 18Edward Jones's Quicken stake attacks the planner's organizing problem
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