Tag: Altruist Platform

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The Future of Custodianship: Transparency, Technology, and Trust (Ep. 10)

The Future of Custodianship: Transparency, Technology, and Trust (Ep. 10)

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What if the very institutions holding your money were competing against you?

In this episode of Behind the Curtain Finance, Thomas Manetta pulls back the curtain on the hidden conflicts of traditional Wall Street custodians and how a new era of transparency and technology is reshaping the way advisors and clients interact with their money.

Thomas discusses:

  • The history of custodianship, from banks in the Gilded Age to today’s RIAs
  • Why discount brokerages like Schwab and Fidelity disrupted the status quo
  • How independent custodians, such as Altruist, are removing conflicts of interest
  • The role of AI in transforming how clients and advisors see their financial lives
  • Why younger advisors are demanding independence and ownership in their careers
  • And more!

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Reflections on Ownership: Healing from the Past (Ep. 2)

Reflections on Ownership: Healing from the Past (Ep. 2)

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What happens when a financial advisor decides to break free from corporate constraints and prioritize client interests above all? 

Thomas Manetta from Manetta Wealth Management takes you on his journey from the traditional financial world to independent advising, highlighting the cracks in the system that many clients may not even be aware of. Discover why he believes the independent Registered Investment Advisor (RIA) space, especially platforms like Altruist, can truly revolutionize client-advisor relationships by eliminating these conflicts.

Thomas discusses: 

  • His encounter with a notorious non-compete [00:02:33]
  • The transformation when becoming a firm owner [00:13:29]
  • Real-life stories of supporting clients through personal hardships [00:17:48]
  • Why going independent means more meaningful connections [00:18:00]
  • And more

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