Altruist, Conquest Challenge the Planning Software ‘Big 3’
Conquest opens to individual advisors as competition heats up in financial planning software. NOV 10, 2026 By Ben…
Eyeing Expansion Into Wealth Management, Vanguard Buys Fintech Altruist For As Much As $5 Billion
Vanguard CEO Salim Ramji. © 2026 Bloomberg Finance LP Vanguard built itself into a $13 trillion investment giant…