Wealth Engineering News

• How to Leverage Your Status as a 2026 Industry Awards Finalist June 25, 2026
• Wellington to Buy Hartford Funds for $1.9B in Wealth Push June 3, 2026
  Wellington has traditionally served pension funds and endowments, but has recently focused on making its brand known among retail investors.
• Robinhood, TradePMR Launch RIA Referral Program June 3, 2026
  Robinhood and TradePMR’s RIA referral program is live for a select group of advisors and clients; separately, executives said TradePMR will keep Wells Fargo as a custody and clearing option through at least 2032.
• Modern Wealth Acquires Florida RIA With $1.1B June 3, 2026
  The deal for Flaharty Asset Management marks the firm's 22nd acquisition since 2023, bringing total assets under management to more than $14 billion.
• Trusts & Estates: June 2026 Digital Edition June 2, 2026
  Features on Estate Planning & Taxation, Insurance and Perspectives.
• Altruist Adds Alternative Investments June 2, 2026
  The firm also plans to add margin loans, income-generating options and faster money movement.
• Carlyle CEO Sees Defense, Energy as Key Bets in the Next Decade June 2, 2026
  Harvey Schwartz told the BNY INSITE conference that geopolitical shifts mean governments will increasingly rely on private capital to fund national security priorities.
• RIAs Face This Week's Reg S-P Compliance Deadline June 2, 2026
  Smaller advisory firms face a Wednesday deadline to comply with updated SEC rules requiring incident response plans and stricter vendor oversight for data breaches.
• Wells Fargo Advisors Breakaway to Launch RIA, Asset Manager With Dynasty June 2, 2026
  The new Dynasty platform RIA includes N10° Wealth and N10° Assets, with plans to list an ETF on the New York Stock Exchange later this year.
• Two Words: Financial Planning June 2, 2026
  Seven reasons why financial planning has a bright future.