Altruist

What's new @ Altruist - July Edition 📊 Product Updates • Altruist One is here Introducing Altruist One, our new household-level subscription program. Enjoy premium benefits like boosted cash rates, zero transaction fees* on mutual funds and fixed income, deep discounts in the Model Marketplace, waived fees for automated tax management, and more. All designed to elevate your service and deliver stronger client outcomes through one simple, transparent subscription. 👉 Learn more today → altruist.com/one **Other fees apply. See the Altruist Financial LLC Fee Schedule and the Altruist LLC Fee Schedule, both available on altruist.com/legal, for more information.** • View Depth of Book in Fixed Income Orders Advisors can now see the top 5 Bid/Ask quotes — also known as depth of book — directly within the fixed income order workflow. Each quote includes Min/Max Size, Yield to Maturity (YTM), and Yield to Worst (YTW), giving advisors richer insight into market liquidity and pricing. • Sell Mutual Funds in Dollars Advisors can now sell mutual funds in dollar amounts, offering more flexibility — especially when liquidating positions. If a sale exceeds 90% of the previous day’s value, we’ll flag it with a warning to help reduce settlement risks. • Update Contacts in Bulk No more one-by-one edits. Advisors can now bulk update contact info at the household level, directly from the dashboard. • Manage Black Diamond Easily Take control of your integrations. Advisors can now enable or disable Black Diamond independently — no support ticket needed. 🎧 Featured Content • The Advisor Journey with Ari Taublieb From $25M to $1.1B: Ari breaks down Root’s growth engine fueled by video content, community, and culture. Watch now → https://lnkd.in/eCMh3w7a • What are advisors saying about Altruist? Hear directly from other independent advisors how switching to Altruist has benefited their businesses and their clients. Watch now → https://lnkd.in/e9bNhhpz • The Advisor Journey: AI and the Future of Advisor Growth Will Steiner and Dasarte Yarnway share how advisors are actually using AI to streamline operations and improve marketing. Watch now → https://lnkd.in/exG4vwWv 📍 Upcoming Events • Altruist Academy NYC August 25–27, 2025 | 1 Hotel Brooklyn Bridge Thought-provoking sessions, peer masterminds, and unforgettable evenings with your advisor community. Register now → https://lnkd.in/eJ5qY2vK Catch the full July update → https://lnkd.in/ee7vg48A

Kevin Thompson, CFP®️, RICP®️, EA's key to advisory success: Build the business you envision—not what others expect. Own your approach. Catch the latest episode of The Advisor Journey today 👇🏼 Listen now: https://lnkd.in/eRrsHXqF Tune in on Spotify - https://lnkd.in/ejnwtmcr Tune in on Apple Podcasts - https://lnkd.in/esia3G43 Catch the full episode on Youtube - https://lnkd.in/eCvQMr5Z 

Kevin Thompson, CFP®️, RICP®️, EA didn't chase big targets. He grew fast by committing to small, consistent wins. Here's his roadmap to $100M AUM. Listen now: https://lnkd.in/eRrsHXqF Tune in on Spotify - https://lnkd.in/ejnwtmcr Tune in on Apple Podcasts - https://lnkd.in/esia3G43 Catch the full episode on Youtube - https://lnkd.in/eCvQMr5Z 

NEW EPISODE: Kevin Thompson, CFP®️, RICP®️, EA, former MLB player turned independent advisor, joins The Advisor Journey to share his insights on building a successful advisory practice on his own terms. Kevin covers: - Transitioning from commission-based sales to holistic financial planning - Practical strategies for overcoming initial independence hurdles - Building sustainable growth through meaningful client referrals - How authentic communication via YouTube and LinkedIn strengthens client relationships Whether you're considering independence or looking to enhance your practice, Kevin provides actionable advice to help advisors define success on their terms. Listen now: https://lnkd.in/eRrsHXqF Tune in on Spotify - https://lnkd.in/ejnwtmcr Tune in on Apple Podcasts - https://lnkd.in/esia3G43 Catch the full episode on Youtube - https://lnkd.in/eCvQMr5Z 

Altruist One is our new subscription option for advisors who want transparent pricing and enhanced client benefits. For 0.01% per month (1 basis point) per household, advisors can unlock: - Enhanced cash yields, including a 1.8% boost on brokerage sweep cash and an additional 0.25% on high-yield cash.* - Up to 15 basis point discounts on Model Marketplace offerings, including Direct Indexing. - No-cost access to automated tax management tools, like daily tax-loss harvesting scans. - Transaction fee-free trading on mutual funds and fixed income (stocks and ETFs are already fee-free). You choose which households benefit, and can pause or cancel at any time. Learn more → https://lnkd.in/e2NbJvEJ

Meet Clare McKee, a Product Manager at Altruist who builds the behind-the-scenes systems that make great advisor experiences feel effortless. In her words: “The best part is seeing that clarity turn into something advisors actually use and appreciate.” Get a glimpse into Clare’s product mindset, how she approaches problem-solving, and what makes the work feel meaningful day after day. Interested in joining the team? Check out our open positions below! https://lnkd.in/dQNQapB

Plaid Integration is now live Clients can now securely link their Altruist accounts to personal finance apps, budgeting tools, and more through our new Plaid Exchange integration. Give your clients the modern, seamless experience they expect and enhance satisfaction.

The advisors growing fastest? They're experts at two things: marketing—and hiring women. Episode’s live. Tune in: Listen now: https://lnkd.in/e7ArRPzS Tune in on Apple Podcasts: https://lnkd.in/etQD63Z6 Tune in on Spotify: https://lnkd.in/ejTnifN7 Watch the full episode on Youtube: https://lnkd.in/eTn6uvbM 

NEW EPISODE: Emily Binder joins The Advisor Journey to show advisors what works (and what doesn’t) with modern advisor marketing. This episode covers: - The democratization of content creation and rise of short-form video - Common marketing pitfalls - Powerful tools that streamline content creation - Real-world examples of advisors successfully driving growth Whether you're refining your current approach or starting from scratch, this episode provides practical guidance to authentically engage and attract your ideal clients. Listen now: https://lnkd.in/e7ArRPzS Tune in on Apple Podcasts: https://lnkd.in/etQD63Z6 Tune in on Spotify: https://lnkd.in/ejTnifN7 Watch the full episode on Youtube: https://lnkd.in/eTn6uvbM

Altruist One is officially live - an industry-first subscription for RIA custody. - Boosted cash rates - Automated tax loss harvesting - Zero transaction fees* - Serious model savings Now available for all advisors, Altruist One brings together powerful cash management, seamless tax optimization, transaction-free investing, and unparalleled access to discounted model portfolios— all in a single subscription at just 0.01% per month. Choose one solution. Get every advantage. Learn more today → altruist.com/one