Standalone Is Not Independent: What the Vanguard–Altruist Deal Means for Advisors.

Important disclosures

This article reflects the author’s opinions and is provided for educational and informational purposes only. It is not investment, legal, or tax advice, nor is it a recommendation concerning any company, custodian, platform, security, or investment product. Statements regarding third parties are based on publicly available information as of the publication date. Wavvest is not affiliated with Vanguard or Altruist. Wavvest Wealth LLC is a registered investment adviser. Registration does not imply a particular level of skill or training.