Wealth Engineering News

• Inside Schwab’s Vision for Advisor Tech December 10, 2025
  Discover how Schwab is empowering advisors to combine digital innovation with the personal connections that define great advice.
• Indianapolis Tax-Focused Firm Launches RIA With Dynasty December 10, 2025
  Storen Financial was previously affiliated with LPL Financial and Brass Tax Wealth Management, an RIA recently acquired by Waverly Advisors.
• $208B TIAA Wealth Management Preps Advisor Recruiting Push December 10, 2025
  TIAA Wealth Management will continue its advisor recruiting drive in 2026 as part of a new marketing campaign aimed at encouraging retirement savers to work with advisors.
• With Agent Nexus, Zeplyn Is Throwing Down An Agentic Gauntlet December 10, 2025
  Known for its popular generative AI meeting assistant, the new technology required an agentic architecture.
• IFP Snags $700M Commonwealth Team in Upstate New York December 10, 2025
  CenterBridge Planning Group represents one of Independent Financial Partners’ largest single-team transitions to date and joins from LPL’s Commonwealth.
• How to Handle Clients’ Misuse of AI for Estate Planning December 10, 2025
  Educate them about the benefits and risks.
• CAIS Mercer Survey: Advisors See Alts as Way to Diversify Risk December 10, 2025
  The annual survey also found allocations ticking up and confirmed the growing preference for evergreen funds when investing in private markets.
• Talking Trusts & Estates for Advisors: How to Help Clients Plan for Their Digital Assets December 10, 2025
  Bryn Mawr Trusts' Jamie Hopkins discusses digital estate planning, from email to online financial accounts to cryptocurrency.
• Underwriting in Insurance Planning December 10, 2025
  More focus is needed.
• Consider Your Clients’ Collectibles When Evaluating Wealth December 10, 2025
  Ignorance isn’t bliss when it comes to your clients’ art and other non-liquid assets.