{"id":2237,"date":"2025-08-28T11:10:55","date_gmt":"2025-08-28T11:10:55","guid":{"rendered":"http:\/\/www.doyonmotel.com\/?p=2237"},"modified":"2025-09-01T12:07:23","modified_gmt":"2025-09-01T12:07:23","slug":"ria-custodian-altruist-weighs-potential-referral-network","status":"publish","type":"post","link":"http:\/\/www.doyonmotel.com\/index.php\/2025\/08\/28\/ria-custodian-altruist-weighs-potential-referral-network\/","title":{"rendered":"RIA custodian Altruist weighs potential referral network"},"content":{"rendered":"<p>&#8220;That&#8217;s something we aspire to do, to build out a referral network,&#8221; Altruist CFO Marc Greenberg told InvestmentNews, though the custodian is currently leaning more on AI and workflow automation to support growth for its 5,100+ advisors.<\/p>\n<p><img decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"\" style=\"max-width:240px\" class=\"lazyload\" data-src=\"http:\/\/www.doyonmotel.com\/wp-content\/uploads\/2025\/08\/andr_638919255575196201.png\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>&#8220;That&#8217;s something we aspire to do, to build out a referral network,&#8221; Altruist CFO Marc Greenberg told InvestmentNews, though the custodian is currently leaning more on AI and workflow automation to support growth for its 5,100+ advisors.<\/p>\n","protected":false},"author":1,"featured_media":2239,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[12],"tags":[],"class_list":["post-2237","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news"],"_links":{"self":[{"href":"http:\/\/www.doyonmotel.com\/index.php\/wp-json\/wp\/v2\/posts\/2237","targetHints":{"allow":["GET"]}}],"collection":[{"href":"http:\/\/www.doyonmotel.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/www.doyonmotel.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/www.doyonmotel.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"http:\/\/www.doyonmotel.com\/index.php\/wp-json\/wp\/v2\/comments?post=2237"}],"version-history":[{"count":2,"href":"http:\/\/www.doyonmotel.com\/index.php\/wp-json\/wp\/v2\/posts\/2237\/revisions"}],"predecessor-version":[{"id":2240,"href":"http:\/\/www.doyonmotel.com\/index.php\/wp-json\/wp\/v2\/posts\/2237\/revisions\/2240"}],"wp:featuredmedia":[{"embeddable":true,"href":"http:\/\/www.doyonmotel.com\/index.php\/wp-json\/wp\/v2\/media\/2239"}],"wp:attachment":[{"href":"http:\/\/www.doyonmotel.com\/index.php\/wp-json\/wp\/v2\/media?parent=2237"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/www.doyonmotel.com\/index.php\/wp-json\/wp\/v2\/categories?post=2237"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/www.doyonmotel.com\/index.php\/wp-json\/wp\/v2\/tags?post=2237"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}