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Codego Group5d ago • 4 min read
Vanguard's Altruist Acquisition Signals a New Era for Advisor-Facing Wealthtech
Vanguard has signed a definitive agreement to acquire wealthtech and custody platform Altruist, a mo...
#acquisition#wealthmanagement2#fintech#payments
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Codego Group4d ago • 4 min read
Vanguard's Altruist Acquisition Signals a New Era for AI-Driven Wealth Advisory
Vanguard's agreement to acquire AI-focused wealthtech and custody firm Altruist marks a pivotal shif...
#artificialintelligence2#wealthmanagement2#acquisition#fintech
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Codego Group6d ago • 4 min read
Truist Bets on Mass-Affluent Pipeline to Capture Generational Wealth Transfer
Truist Bank is expanding its "premier" mass-affluent banking tier, hiring more advisers and position...
#banking#wealthmanagement2#digitalbanking2#us
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