Wealth Engineering News

• Survey: Don’t Lose Track of Baby Boomer Clients in Great Wealth Transfer April 17, 2026
  A new survey run by Natixis shows baby boomers are more likely to be switching advisors than their younger peers as they prepare to transfer wealth to inheritors or spouses.
• Sanctuary Adds $800M Breakaway From Merrill Lynch April 17, 2026
  Soteris Private Wealth represents the second Merrill breakaway to join $58 billion Sanctuary in as many weeks.
• Iconiq, Go-To Wealth Adviser for Tech’s Elite, Is Putting Billions Into AI April 17, 2026
  Iconiq Capital bets big on AI startups, investing billions in Anthropic and others to reshape industries and drive global innovation.
• Deals & Moves: Mariner Adds Two Teams of $500M to W-2 Channel April 17, 2026
  Also, Caprock opens a multi-family office in Denver, OnePoint BFG snags a $450M Northwestern Mutual team, and Wealth Enhancement acquires an independent Dallas RIA.
• AI in WealthTech for the Middle and Back Office: Our Top Three Predictions for 2026 April 17, 2026
  AI is revolutionizing wealth management, from replacing manual data entry to enhancing back-office roles and enabling scalable infrastructure
• I Asked an AI to Find Me a Financial Advisor April 16, 2026
  A conversation with Claude.
• People Moves: Raymond James Appoints New COO for Private Client Group April 16, 2026
  Also, a former Microsoft executive joins Osaic’s technology team, Orion hires a new leader of wealth management sales, and Carson recruits a business development leader from Dynasty.
• $10B Bank Team Advisors Break Out to Form RIA Prairie View April 16, 2026
  Prairie View Wealth Advisors has launched in South Dakota with three veteran bank advisors, a tax-forward wealth focus and custody partner Raymond James.
• RIA Buyers Say Slow Growers Must Prove Deal Will Boost Production April 16, 2026
  RIA buyers and consultants at RIA Edge Nashville said slower-growth firms can still command high valuations if it appears integration will bring new clients.
• The Diamond Podcast for Financial Advisors: Building Trust and Credibility in a $7B Multi-Family Office April 16, 2026
  Wen Nottebohm of Cresset joins Mindy Diamond to share the next gen perspective: how advisors can design their own growth path, earn credibility among UHNW clients, the value of mentors, the influence of AI and more.