Could Altruist deal turn Vanguard into ‘the next Schwab’?
Not a week had passed since Vanguard Group announced its plans to buy the custodian and fintech firm Altruist when Derek Notman received a voicemail from a Charles Schwab representative. Processing Content Notman, the founder and CEO of Intrepid Wealth Partners in Cheyenne, Wyoming, has been using Altruist’s custodial services for the past five years…