This is a BFD in the world of wealth management. Congratulations @altruist and @jasonwenk
Now Self-Clearing, Altruist Becomes a True Custodian wealthmanagement.com/technology/now…
Now Self-Clearing, Altruist Becomes a True Custodian wealthmanagement.com/technology/now…
www.wealthmanagement.com Now Self-Clearing, Altruist Becomes a True Custodian After years as an 'introducing b/d,' Altruist Clearing goes live this week, the final step in becoming a full-service custodian—the only one, argues CEO Jason Wenk, built from the ground up and... 