Brendan King

Vanguard’s Altruist acquisition is strategically brilliant. It also raises a crucial question for advisors: whose incentives ultimately shape the platform?

Most advisory firms treat financial planning as a deliverable — something built after the client meeting and sent as a PDF follow-up. Momentum Wealth Management flipped that entirely. Here's what changed, and what it produced. There's a pattern most financial advisors know well. The prospective client comes in for a discovery meeting. The advisor listens, asks good questions, takes notes. They shake hands and part ways. Then, over the next few days, the advisor builds the plan and sends it as...

A quick recap of the Tiburon CEO Summit XLVIII