The Latest In Financial #AdvisorTech (October 2023)
Nerd's Eye View
OCTOBER 2, 2023
This month's edition kicks off with the news that custodial platform Altruist is eliminating the $1 per account monthly fee for its portfolio management and reporting technology for advisors on its platform, which on the one hand suggests that the economies of scale Altruist has achieved in the wake of its move to become a fully self-clearing custodian (..)
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