Wealth Engineering News

• The T&E Inner Circle | Planning With Embryos October 5, 2026
  October 5, 2026 | 2:00 PM EST
• Wealth Management Celebrates Top Companies, Executives at 2026 Industry Awards September 11, 2026
  Judges recognized companies for their outstanding support of financial advisors' success in various categories from among over 300 finalists.
• Vanguard’s Deal for Altruist a ‘Trojan Horse’ to Push RIA Vendors September 10, 2026
  RIA CEOs said they are less concerned about Vanguard pairing with Altruist to create competition, as they are hopeful it will spur sector innovation.
• Advising Women? Try Not Telling Them What To Do September 10, 2026
  Advisors who ask women about their values help clients close the gap between purpose and implementation.
• 7 Reasons Going Independent May Not Be Right for Every Advisor September 10, 2026
  The best model depends on what you want from your business, career and future.
• The Case Against Cutting Social Security Benefits September 10, 2026
  It’s hard to sell the idea that what this economy needs is less protection from Social Security.
• College Costs Are Due for a Correction, Not a Crash September 10, 2026
  College is less like an overvalued stock about to crash than an expensive bond due for a repricing.
• 25 Years Later, Kestra CIO Recalls How 9/11 Shaped Her September 10, 2026
  Kara Murphy, the president and CIO of Kestra Investment, said her desire to help others through turbulent times stemmed in part from narrowly surviving the attack.
• The Diamond Podcast for Financial Advisors Replay: Why So Many Successful Advisors Feel Stuck September 10, 2026
  Louis and Mindy Diamond explore why successful financial advisors can feel stuck despite thriving businesses—and how agency, enterprise value, risk, legacy, and a clear true north can help them evaluate what comes next.
• As Senate Crypto Vote Approaches, Industry Weighs Uncertain Future September 10, 2026
  Next week’s vote on the CLARITY Act has become more difficult as some senators have expressed reservations about the legislation (and uncertainty about its chances).