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Home
About
The Why
Executive Team
Mastermind Group
Seismic Shift Book
Schedule Call/Meeting
News
Newsletters
Seismic Shift Newsletter
Press Releases
Contact
ChFOA
The ChFOA Program
ChFOA Summary
ChFOA Online Curriculum
ChFOA Application
Advisory Board
Editorial Board
Education Committee
Faculty
Expert Sourcing Firms
Seismic Shift Newsletter
Student Portal
Designee Portal
Knowledge Hub
MFO Platform
Engineering Strategies
Knowledge Center
Conferences
September Wealth Engineering Conference
Expert Sourcing
Wealth Advisory
Podcasts
Wealth Engineering News
The T&E Inner Circle | Planning With Embryos
October 5, 2026
October 5, 2026 | 2:00 PM EST
People Moves: RIA Beacon Pointe Hires Execs from BlackRock, Vanguard
September 8, 2026
In other moves, Glenmede hired four new executives from the bank-and-trust sector, $2 billion RIA Novare hired a legacy planner from Vanguard, and Citi Private Bank snagged an investment lead from Bank of America.
Q&A: REITs Posted Strong Q2 Fundamentals
September 8, 2026
Through August, REIT total returns were up 14.5% on the year, bulwarked by strong operations, including FFO and NOI growth.
10 Investment Must Reads for This Week (Sept. 8, 2026)
September 8, 2026
Some investors are letting AI agents do their investing, but skeptics worry about the risks. State Street and UC Investments have launched an “endowment inspired” ETF. These are among the investment must reads for financial advisors this week.
Trusts & Estates: September 2026 Digital Edition
September 8, 2026
Features on Estate Planning & Taxation, Fiduciary Professions and Financial Advisors
Why Vanguard is Still an Enigma to the 401(k) Industry
September 8, 2026
The $4.3 billion Altruist acquisition adds to the mystery.
Washington State Considers RIA Insurance Mandate
September 4, 2026
An organization of investors' attorneys supports the regulation, arguing it could address the continued issue of unpaid arbitration awards.
UBS Recruits 3 Advisor Teams of Combined $2.6B in Client Assets
September 4, 2026
The advisors join UBS from competitors Merrill Lynch and Morgan Stanley as the Swiss bank seeks to bolster its wealth management footprint in North America.
Knicks Stars Stash Wealth With Goldman and Ex-Villanova Teammate
September 4, 2026
A team that works with some of the Knicks players has a unique asset: Matt Kennedy, a 6-foot-2 Villanova University graduate who spent years as a teammate of New York Knicks superstars Jalen Brunson, Josh Hart and Mikal Bridges.
Blue Owl Plans Creating Publicly Traded Data Center REIT
September 4, 2026
The alternative asset manager expects to seed the REIT with about $6.5 billion of its own data center assets.
