Wealth Engineering News

• RIA Edge Austin November 9, 2026
• AI 'Arms Race' Starting Up in RIA Sector July 15, 2026
  RIAs of all sizes are starting to grapple with the cost and implementation of AI, potentially speeding some smaller firms to consider a sale.
• American Beacon, Mercer Launch Model Portfolios July 15, 2026
  The suite includes risk-based and income-focused models.
• Wells Fargo, Morgan Stanley Boast Q2 Wealth Revenue Jumps July 15, 2026
  Wells Fargo’s chief financial officer said the firm was continuing to hit high levels of advisor recruiting and attrition each quarter, while Morgan Stanley is benefitting from IPO-related inflows.
• The Retirement Plan Advisor as Plan Architect July 15, 2026
  Technology and AI are pushing advisors beyond traditional fund monitoring and fee benchmarking toward helping sponsors navigate a complex ecosystem of retiretech solutions.
• Discretionary Gifting Authority in Durable Powers of Attorney July 15, 2026
  Make sure what you authorize is actually what you intend.
• Focused on the Future: Growing an Advisory Firm Organically with James Bogart July 15, 2026
  Bogart Wealth's James Bogart discusses why investing in people, data and future advisors is essential for creating an enduring organization
• The Impact of Trump’s Regulatory Agenda on Charitable Giving July 15, 2026
  Items affected include DAF regs, Form 990 plans and stock donations to Trump Accounts.
• The Healthy Advisor: What’s Driving Advisor Wellbeing with Michael Kitces July 15, 2026
  While work environments have stabilized, younger financial advisors reported lower optimism and a weaker sense of purpose, Kitces says.
• A New Caution for Advisors Using CRATs July 15, 2026
  Final IRS regs include abusive charitable remainder annuity trust scheme as a listed transaction.