Wealth Engineering News

• Early Investors May Gain Most in Evergreen Funds August 21, 2026
  Evergreen secondary funds let new investors capture immediate value from discounted purchases, but the advantage diminishes as assets grow, making timing critical.
• T. Rowe Price Bets on Fixed Income with F/m Investments Buy August 21, 2026
  The move adds $19 billion in AUM, largely focused on fixed-income ETFs and SMAs.
• Trust Property as Marital Property? August 21, 2026
  C.S. v. R.H. says “Yes” in a case of first impression in New York
• Kestra Affiliate Coastline Wealth Secures $100M in Financing August 21, 2026
  The New York advisory firm secured financing from Brightwood Capital Advisors while completing a dozen acquisitions to fuel its expansion strategy.
• Alternatives to Revocable Trusts August 21, 2026
  TOD and POD designations may be better planning solutions
• Planning With Divorce in Mind August 21, 2026
  Drafting for flexibility is key
• Trust Administration as a Developmental System August 21, 2026
  Beneficiary engagement and self-determination theory
• Incomplete Gift Non-Grantor Trust Traps And the Disappearing Adverse Party August 21, 2026
  Does the arrangement provide real economic interests and governance limits?
• Deals & Moves: NewEdge Adds AllianceBernstein Team to Lead New Houston Office August 21, 2026
  Also, $800 million Steven Capital acquires a CPA firm with 300 tax clients; Wealth Enhancement acquires two firms with a combined $854 million in assets; and Maridea and Janney expand in Chicago.
• Q&A: AE Wealth’s President on Building the Advisor Experience Layer August 21, 2026
  New President Shannon Larson plans to scale the RIA through organic growth, enhanced technology and expanded services for advisors working with high-net-worth clients.