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Jason Wenk

In PWD coverage since September 3, 2026 · 16+ stories

PWD coverage

practice

Altruist prices Hazel planning agent at $3,600 per advisor annually

The custodian is selling the planning tool to advisors regardless of where they custody, and RIABiz reports buyers may need to supply PDFs if rival planning vendors refuse API access.

practice · Oct 6Altruist adds donor-advised funds to custody at 50 basis points

RIA · Oct 6Betterment, Axos and Schwab court Fidelity clients hit by $100 million minimum

RIA · Oct 6Altruist adds donor-advised funds to its platform at 50 basis points

move · Oct 5Schwab offers an informal welcome to Fidelity's sub-$100 million custody clients

RIA · Oct 5Schwab says it already serves 11,000 sub-$100 million RIAs as Fidelity sets a deadline

move · Oct 2Fidelity gives custody clients under $100 million until June 2027 to move

move · Oct 1Fidelity gives sub-$100M RIAs until June 2027 to find a custodian

RIA · Oct 1Fidelity raises RIA custody minimum to $100 million, setting a mid-2027 deadline

RIA · Sep 25Jump rents the same AI to rivals; Altruist owns the record

RIA · Sep 24Altruist puts pre-IPO access where the record lives

move · Sep 22Altruist's AI head start makes custody choice a technology bet

RIA · Sep 22Schwab bought AI access; Altruist owns the client record

RIA · Sep 21Schwab's Claude deal sells data terms, not a better model

RIA · Sep 10Altruist's real-time API makes custody a data business

practice · Sep 3Altruist's $3,600 AI planner takes aim at planning's Big Three

Jason Wenk

Altruist prices Hazel planning agent at $3,600 per advisor annually

The Family Office Daily Briefing