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News
Digital Custodian Altruist Takes On Schwab, Fidelity With New RIA Model
3+ mon, 3+ week ago (373+ words) The affiliate model itself is nothing new, but it’s novel for a custodian. Altruist’s approach is more direct than those of bigger players, Diamond said. Affiliate programs at the major custodians technically run through groups including NewEdge Wealth, Private Advisor…...