Our thoughts about the Altruist & Vanguard merger
Altruist, the custody platform we use for our clients' accounts, recently announced that it is being acquired by Vanguard, the world's second-largest investment firm. In our Monthly Market Update Webinar for September, we went over how this change will affect us and our clients going forward. Since this is such an important event for our firm and how we do business, we wanted to share this clip about our thoughts on the merger as a standalone video.
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