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Wealth Engineering News

Tom Brady, Dwyane Wade Enlisted for JPMorgan Athlete Wealth Push March 18, 2026
The nine-member group will meet with JPMorgan executives to advise on wealth-management programs tailored specifically to athletes.
The Healthy Advisor: Turning Loss into Purpose with Jamie Hopkins March 18, 2026
Bryn Mawr Trust CEO Jamie Hopkins discusses how his father’s passing shaped the trajectory of his life and his passion for retirement planning.
CFP Board's New CEO Pledges to Ensure CE Requirements Run 'Smoothly' March 18, 2026
In the past week, K. Dane Snowden took over as head of the organization, succeeding retiring CEO Kevin Keller. He said ensuring the board's newly announced competency standards went off smoothly was a "year one focus."
Is Variable Life Insurance More Expensive than Other Options? March 18, 2026
It depends on many factors, including how the policy is built and how you define “expenses.”
Three Business Succession Lessons from Landman March 18, 2026
The hit Paramount+ show illustrates the many ways things can go wrong.
Beyond the Donor-Advised Fund March 18, 2026
DAFs aren’t the only way for clients to give.
401(k) Real Talk Episode 184: March 18, 2026 March 18, 2026
Open, honest and candid discussion about Cetera's growth plans, factors to consider when changing providers or vendors and how to adjust to phased retirement.
Younger, Affluent Self-Directed Investors Are Warming Up to Working with Advisors March 18, 2026
JD Power’s annual investor satisfaction study also found Edward Jones taking the top spot for satisfaction, followed by U.S. Bank and then Ameriprise.
Summit Stakes $1.2B RIA Signet Financial Management March 18, 2026
Signet, also a Merchant-backed RIA, represents the second-largest firm Summit has onboarded to date.
AdvicePay Report: Fee-For-Service No Longer a Niche Model March 18, 2026
Once considered an “alternative fee model,” fee-for-service has grown into a legit, mainstream service offering, according to an AdvicePay report.