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MoneyGuidePro
In PWD coverage since August 20, 2026 · 2 stories
-2Talent net · 12 months0 in · 2 out
Talent flow · 12 monthsOn the wire →
Net -2 · 0 arrivals · 2 departures
Arrivals
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PWD coverage
practice
Altruist's $3,600 AI planner takes aim at planning's Big Three
At $3,600 per advisor per year and a four-minute plan, Hazel Financial Planning Agent takes direct aim at the three platforms that control more than 80% of RIA planning.