breakaway advisorsmedium engagement
Breakaway advisors keep choosing independence and cleaner infrastructure
Narratives about advisors launching or rebuilding RIAs, including a founder retrospective on building an RIA from scratch and a breakaway firm choosing Altruist as its platform. This reflects the entrepreneurial side of RIA ownership and management.
Draft a post from this →RIA custodyhigh engagement
Altruist keeps winning RIA custody battles as giants defend turf
Signals about RIA firms choosing custodians/platforms, the economics of custody fees, and the competitive positioning of Altruist versus incumbent custody giants like Schwab, Fidelity, and SEI. Includes direct platform-selection announcements and commentary on custody market share and pricing.
Draft a post from this →fee increasemedium engagement
Advisor fees are climbing as firms push upmarket
A specific pricing move by Ellevest and related commentary on how advisor fees are being repositioned upward, highlighting the tension between premium service and client willingness to pay.
Draft a post from this →RIA economicsmedium engagement
RIAs are rethinking fees, margins, and how advice gets priced
Content focused on advisor economics: profitability calculators, fee structure discussions, and how RIAs and family offices price services. This includes practical guidance on improving margins and debates about what clients should pay for advice.
Draft a post from this →RIA operationsmedium engagement
RIA firms are using AI and unified platforms to simplify operations
Signals about firms using AI and unified operating platforms to streamline RIA back offices and advisory workflows, especially around Altruist-centric stack building and advisor operations modernization.
Draft a post from this →