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In this video, David Armstrong, editor-in-chief and executive director of content, WealthManagement.com, and Altruist CEO Jason Wenk dive into how next-generation advisors are building their own practices through client-driven technology.

David and Jason highlight:

  • What the skeptics got wrong about Altruist following their platform launch, the need the platform meets and who the business serves today.
  • How advisors on the Altruist platform have a different approach to marketing and interacting with clients.
  • Can advisors seeking a “lifestyle practice,” as opposed to orienting themselves around growth, be successful in today’s business environment?
  • The generational transfer of advisory firms and wealth. How are younger next gen advisors approaching their careers?
  • The next area of innovations in the advisor space—including direct indexing, fractional share trading and tax management.

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