Wealth Engineering News

• How to Leverage Your Status as a 2026 Industry Awards Finalist June 25, 2026
• When Heirs Inherit Forestland, They Get More Than Trees June 3, 2026
  Complications may arise due to decades-long contracts, regulatory obligations and family disputes.
• Planning for the Second Half of Retirement June 3, 2026
  Help clients with the most financially dangerous and challenging stretch of life.
• Zephyr's Adjusted for Risk: How Financial Advisors Can Add Value Through Investment Management June 3, 2026
  Ryan Nauman interviews Manju Boraiah on how advisors add value through household-level goal and tax coordination, while the key unsolved challenge is “aggregation without integration.”
• AI Is Worsening Firms’ Cybersecurity 'Fog of War' June 3, 2026
  During a discussion at the BNY INSITE conference, compliance experts and firm leaders warned attendees that the time and expense required to create fake schemes have decreased and urged firms to strengthen their defenses.
• Wealth CEOs Tout AI, Tech To Bridge Advisor Shortage June 3, 2026
  During a panel at this week’s BNY INSITE Conference, CEOs of wealth firms discussed how AI can be used to scale client coverage and mentor novice advisors.
• 401(k) Real Talk Episode 195: May 27, 2026 June 3, 2026
  Open, honest and candid discussion about an activist DOL, AI and finfluencers, auto features, how to capture rollovers and what 401(k) participants want.
• Wellington to Buy Hartford Funds for $1.9B in Wealth Push June 3, 2026
  Wellington has traditionally served pension funds and endowments, but has recently focused on making its brand known among retail investors.
• Modern Wealth Acquires Florida RIA With $1.1B June 3, 2026
  The deal for Flaharty Asset Management marks the firm's 22nd acquisition since 2023, bringing total assets under management to more than $14 billion.
• Robinhood, TradePMR Launch RIA Referral Program June 3, 2026
  Robinhood and TradePMR’s RIA referral program is live for a select group of advisors and clients; separately, executives said TradePMR will keep Wells Fargo as a custody and clearing option through at least 2032.