About this episode
With Jason Wenk—Founder and CEO, Altruist
Overview
A candid conversation on rethinking custody from the ground up—and why simplification, aligned economics, and integrated technology are becoming critical for advisors building modern, scalable firms.
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NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation.
About this episode…
For decades, advisors have built their businesses on custodial infrastructure that was never designed to support how modern firms actually operate. In many cases, fragmented technology stacks, paper-heavy processes, and economic factors often benefit the platform more than the advisor or client.
