Custody Reimagined: How Jason Wenk and Altruist Are Disrupting the Status Quo

from The Diamond Podcast for Financial Advisors · host Mindy Diamond

A candid conversation on rethinking custody from the ground up—and why simplification, aligned economics, and integrated technology are becoming critical for advisors building modern, scalable firms.

Episode metadata supplied by the publisher feed · Published Jan 29, 2026

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Custody Reimagined: How Jason Wenk and Altruist Are Disrupting the Status Quo

0:00 59:22

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This episode was published on January 29, 2026.

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