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Custody newbie Altruist claims No. 3 spot with SSG acquisition
In less than two weeks, Altruist's custody business grows from zero to more than 3,000 RIA clients, with only Schwab and Fidelity having more RIA relationships.
T3 2023: Few firms adopting cybersecurity tools
Also at this year's conference, MoneyGuide founder Bob Curtis returns with a vision for a new fintech, while executives from Envestnet and Advisor Engine provide updates.
TradePMR, FP Transitions partner on consulting service
The service aims to help RIAs and breakaways with organizational structure, compensation and entity design.
