Altruist opens pre-IPO deals to RIA clients as AI listings loom Altruist opens pre-IPO deals to RIA clients as AI listings loom
SEP 24, 2026 BY LEO ALMAZORA

The Vanguard-bound RIA custodian is now letting advisors subscribe clients to late-stage private company SPVs from inside its platform.

Practice Management (GoRIA)

Kay Lynn Mayhue named Merit CEO, still seeks 'big splash' deal
SEP 22, 2026 Kay Lynn Mayhue named Merit CEO, still seeks 'big splash' deal
Why female financial advisors are slow to embrace independence
SEP 22, 2026 Why female financial advisors are slow to embrace independence
Anthropic’s 'big deal' Claude for Financial Advisors feels the love at Future Proof
SEP 14, 2026 Anthropic’s 'big deal' Claude for Financial Advisors feels the love at Future Proof

Technology

Anthropic’s 'big deal' Claude for Financial Advisors feels the love at Future Proof
SEP 14, 2026 Anthropic’s 'big deal' Claude for Financial Advisors feels the love at Future Proof
Anthropic unveils RIA-focused AI suite in latest Claude expansion
SEP 14, 2026 Anthropic unveils RIA-focused AI suite in latest Claude expansion
Arca taps Altruist's real-time API as AI-native RIA scales past $1 billion
SEP 10, 2026 Arca taps Altruist's real-time API as AI-native RIA scales past $1 billion

Compliance

Maryland regulators spank fledgling art-focused RIA Masterworks over registration snafus
JUN 26, 2026 Maryland regulators spank fledgling art-focused RIA Masterworks over registration snafus
AI meeting notetakers spark hidden compliance risks for RIAs
APR 20, 2026 AI meeting notetakers spark hidden compliance risks for RIAs
The SEC is preparing to raise thresholds for performance fees
MAR 31, 2026 The SEC is preparing to raise thresholds for performance fees

Custodian

Altruist opens pre-IPO deals to RIA clients as AI listings loom
SEP 24, 2026 Altruist opens pre-IPO deals to RIA clients as AI listings loom
Savvy Wealth opens its custodial platform to outside RIAs
SEP 23, 2026 Savvy Wealth opens its custodial platform to outside RIAs
Schwab, Anthropic block model training in Claude deal
SEP 21, 2026 Schwab, Anthropic block model training in Claude deal

Bolt-Ons

Aquiline takes controlling stake in Flourish
SEP 02, 2026 Aquiline takes controlling stake in Flourish
Max and Fieldpoint Private launch private banking platform for RIAs
AUG 31, 2026 Max and Fieldpoint Private launch private banking platform for RIAs
The legal fine print behind estate planning tech: What RIAs need to know
APR 27, 2026 The legal fine print behind estate planning tech: What RIAs need to know

TAMPs

New report spotlights 'operational paradox' for mid-sized RIAs
MAY 20, 2026 New report spotlights 'operational paradox' for mid-sized RIAs
GeoWealth lands $42.5M Goldman Sachs investment in extended Series C
MAR 19, 2026 GeoWealth lands $42.5M Goldman Sachs investment in extended Series C
How Envestnet TAMP works: Key features for RIAs in the US
DEC 02, 2025 How Envestnet TAMP works: Key features for RIAs in the US

Podcasts

Bolting on a tax practice to your RIA
AUG 10, 2026 Bolting on a tax practice to your RIA
Working with the media
JUL 21, 2026 Working with the media
Unshackled – Your Brand, Your Rules
JUL 07, 2026 Unshackled – Your Brand, Your Rules

On Location

Feb 24, 2026 | Orion Ascent (San Diego) E8 | Guest: Manish Khatta, CEO, Potomac
AUG 17, 2026 Feb 24, 2026 | Orion Ascent (San Diego) E8 | Guest: Manish Khatta, CEO, Potomac
Feb 24, 2026 | Orion Ascent (San Diego) E7 | Guest: Reed Colley, President, Orion Advisor Tech
AUG 17, 2026 Feb 24, 2026 | Orion Ascent (San Diego) E7 | Guest: Reed Colley, President, Orion Advisor Tech
Feb 24, 2026 | Orion Ascent (San Diego) E6 | Guest: Craig Iskowitz, CEO, Ezra Group
AUG 17, 2026 Feb 24, 2026 | Orion Ascent (San Diego) E6 | Guest: Craig Iskowitz, CEO, Ezra Group

Webinars

goRIA Virtual Summit
MAY 01, 2024 goRIA Virtual Summit