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Why Windle Wealth is moving $150m to Altruist

Learn more about DJ Windle's decision to take his business from TDA to Altruist.

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How breaking away quickly led to $65M in AUM with Becky Walsh

Becky Walsh is the founder of Oak Maple Finance in Burlington, Vermont. Becky recently took the leap of becoming a breakaway advisor and has acquired over $65M in AUM in just under seven months.  In this episode, Becky shares with advisors how to decide to break away, the tech you need to get started, and how to prepare your colleagues for the transition.

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