Wealth Engineering News

• Former CFA Institute Marketing Head Sentenced For Defrauding Association of Millions June 24, 2026
  According to the Manhattan District Attorney, Michael Collins pleaded guilty to embezzling nearly $6 million from CFA Institute and another firm using fake consulting companies.
• Commonwealth Faces Sweep Rate Lawsuit June 24, 2026
  A class action lawsuit claims the firm kept interest rate payments "consistently low and untethered” to the market, including federal rates.
• Bad-Facts FLP Causes Estate Tax Inclusion Under IRC Section 2036 June 24, 2026
  An accuracy-related penalty was imposed on the tax deficiency.
• Entrepreneurial Strategies for Modern Family Philanthropy June 24, 2026
  Help clients translate values into action.
• Navigating Important Conversations with Clarity and Curiosity June 24, 2026
  The power of preparation framework asks three essential questions.
• Younger Investors Are Reshaping the Wealth Management Landscape June 24, 2026
  Adaptability is key to serving the next generation of clients.
• Zephyr's Adjusted for Risk: The Power of Tokenization in Revolutionizing Investment Strategies June 24, 2026
  Bob Smith and A.J. Harper discuss the evolution of ETFs and how advisors can use ETFs to deliver scalable, customizable, and tax-aware portfolios.
• 401(k) Real Talk Episode 198: June 24, 2026 June 24, 2026
  Open, honest and candid discussion about the decline of retirement assets, Vanguard's CEO getting hands on, remote work and depression, how fintech record keepers are thriving and more.
• Rethinking Common Investing Beliefs: What Strategies Get Alpha, and How to Prepare for Bubbles? June 24, 2026
  SGH Wealth Management's Sam Huszczo debunks investment myths when the markets turn.
• Edward Jones Offers Carefull Fraud Protection Free to Clients June 24, 2026
  The St. Louis firm made a minority investment in Carefull through Edward Jones Ventures; nearly one in four Americans reported being victims of fraud, research shows.