Wealth Engineering News

• How to Leverage Your Status as a 2026 Industry Awards Finalist June 25, 2026
• 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.
• DOL Rule to Ease Alternatives in 401(k)s Draws Over 37,000 Comments June 2, 2026
  The Department of Labor’s proposed rule to ease the path for alternatives in 401(k)s drew tens of thousands of comments from industry players and everyday savers.
• 13 Investment Must Reads for This Week (June 2, 2026) June 2, 2026
  Hedge funds have been piling up on long positions in U.S. equities. Family offices, meanwhile, have been engaging in a "de-dollarization" trade. These are among the investment must reads for financial advisors this week.
• Bluespring Wealth Launches RIA Channel With Centralized Compliance June 2, 2026
  Texas-based Bluespring Wealth Partners is adding a compliance option to its existing legal, billing and HR support, aimed at easing operational burdens for independent advisory firms.