Stay up to date with the latest news, insights, and announcements from Alta Trust as featured across leading financial and industry media outlets.
Featured Story
Adam Ponder of Alta Trust Company On Five Things You Need To Create A Highly Successful Career In The Finance Industry
Medium | July 2, 2026
The finance industry is ever-evolving and highly competitive. Achieving success in this field requires a combination of technical expertise, strategic thinking, and the ability to adapt to change. As a part of this series, I (Rachel Kline) had the distinct pleasure of interviewing Adam Ponder.
Adam Ponder is the Chief Executive Officer and co-founder of Alta Trust, where he leads the firm’s vision, strategy, and growth. He is recognized in the financial services industry for bringing innovative ideas to the investment community and for building solutions that help financial advisors and retirement plan providers deliver better outcomes for their clients.
More News
5 Common Estate Planning Mistakes (and How to Avoid Them)
Better Report | October 8, 2026
My sister is managing my dad’s estate, and I think she’s lying about his assets. Can we find out what he owned?
MoneyWise | September 26, 2026
6 Estate Planning Considerations To Help Prevent Delays on an Inherited Home
MoneyLion | August 28, 2026
The Giant Wealth Transfer That No One Is Talking About? Widows’ Inheritances
Money | July 14, 2026
I’m 43 and was set to inherit $400,000 — until my dad had my grandma change her will. Can I demand she change it back?
MoneyWise | July 11, 2026
A 1% mistake costs $10 billion: Inside the impossible math of managing Elon Musk’s trillionaire SpaceX wealth
Fortune | June 14, 2026
Alta Trust Promotes Brian Harriman to Managing Director over Retirement and Personal Trusts
EIN Presswire | June 04, 2026
The 2026 RMD Rule Change That Could Trigger a Massive Tax Bill for Certain Retirees
Parade | May 15, 2026
We Want to Give Our Daughter $200K for a Home. We Already Paid for Her Wedding, and Our Sons Say We Are Being Unfair.
Kiplinger | May 5, 2026
Alta Trust Unveils New Platform to Help RIAs Scale Business, Provide Estate Planning
Associated Press | April 2, 2026
Morningstar Retirement and Alta Trust Company Launch Foundation Series Collective Investment Trusts to Expand Access to Professionally Managed Retirement Portfolios
Morningstar | February 19, 2026
Alta Trust Hosting Summit Exploring Integration of Private Market Strategies into DC Plans
401k Specialist | October 29, 2025
Alta Trust Company Joins The Wealth Engineering Expert Sourcing Consortium
EIN Presswire | December 12, 2024
LeafHouse Announces Alta Trust’s CIT Featuring Private Investments Managed by Apollo and Franklin Templeton
Globe News Wire | November 12, 2024
