Wealth Engineering News

• RIA Edge Austin November 9, 2026
• With Good Life Deal, LPL Again Takes Advantage of 'Sticky' Business July 20, 2026
  The move for $15 billion Good Life differs from its trickier Commonwealth acquisition, which sources say has recently included bidding against RIA aggregators to keep a team.
• RBC Wealth Draws $1.6B Dallas-Based Team from Stifel July 20, 2026
  KPM Wealth Advisory Group had been with Stifel for 10 years before moving to RBC Wealth.
• How Do You Advise Children Whose Parents Have Already Won? July 20, 2026
  When every door is open, how do children choose their own paths?
• The Role of the Financial Controller July 20, 2026
  A financial team isn't actually a team until someone steps up to lead it.
• Americans Pull Back on Retirement Savings as Everyday Expenses Climb July 20, 2026
  Three new surveys show rising housing, healthcare and other everyday costs are forcing many workers to delay retirement savings or stop contributing altogether.
• Trump Accounts Bring Windfall for Babies—and Also This One Fund July 20, 2026
  A handful of exchange-traded funds are about to teach American kids about the magic of compound interest. One of them could become a blockbuster.
• Miami Is Losing Its Claim to a Cheaper Cost of Living Than NYC July 20, 2026
  Trading cold, expensive New York City for lower taxes and warmer weather in Miami was long a no-brainer. No more.
• Zephyr's Adjusted for Risk: How to Identify Winning Opportunities in a Bond Picker's Market July 20, 2026
  Jim Jessup of Virtus ETF Solutions on navigating active fixed income, arguing product development should focus on manager strengths and durable allocator “levers.”
• Cetera CEO Sees Succession Planning Momentum in RIA Channel July 20, 2026
  CEO Mike Durbin says Cetera's approaches for succession planning are picking up pace within the broker/dealer, as well as increasingly with outside firms. In a Wealth Management interview, Durbin also detailed a new bank partnership for the firm.