Altruist CEO Jason Wenk on blockbuster Vanguard deal and his 'life's work'

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After his agency agreed to probably the most impactful offers in wealth administration of 2026, Altruist CEO Jason Wenk sat down with FP to debate the negotiations, his agency’s technique and the brand new instrument he says can construct higher-quality plans in a lot much less time.

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Classes: Trade Information,Fintech,Portfolio administration,Wealth administration,RIAs,Clearinghouses/custodians,M&A,Synthetic Intelligence,Altruist

Tags: Trade Information,Fintech,Portfolio administration,Wealth administration,RIAs,Clearinghouses/custodians,M&A,Synthetic Intelligence,Altruist,Yahoo Finance Feed

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