Wealth Engineering News

• Former New Hampshire Governor Candidate Pleads Guilty To $50M Fraud July 27, 2026
  Jay Lucas pleaded guilty to wire, securities and investment advisor fraud for misusing investor funds for alimony, rent and his wife's luxury skincare business, prosecutors said.
• Russell’s Rebalance Is a Healthy Pruning Amidst an Epic Small-Cap Run July 27, 2026
  These are not the small cap and microcap stocks of years past.
• $1.3B Tampa Team Joins UBS from Bank of America Private Bank July 27, 2026
  According to UBS, the four advisors have more than a century of combined experience serving ultra-high-net-worth clients and business leaders in Florida.
• So, You Think You Know the Fed? July 27, 2026
  Understanding what the new Federal Reserve means for client conversations.
• Goldman, T. Rowe Debut Their First Interval Fund for the Masses July 27, 2026
  The T. Rowe Price Goldman Sachs Private Markets Fund will be open to all, with no accreditation needed, and will have a minimum investment limit of $2,500.
• Adjusted for Risk: Managing Risk Through Long-Short ETFs July 27, 2026
  NextGenEMP founder Wayne Penello on how repeatable long-short, tax-efficient ETF strategies can reduce drawdown risk.
• The Fiduciary Tsunami About to Hit Healthcare Plans July 27, 2026
  Why retirement plan advisors should care.
• Respecting Tradition While Moving Forward July 24, 2026
  Some things change all the time – others must never change.
• WealthStack Roundup: Zeplyn Launches AI Advisor Coaching Feature July 24, 2026
  In other advisor tech news Osaic expands its RISR partnership, FinTurk adds new features.
• Adjusted for Risk: How to Make Work Optional July 24, 2026
  Ryan Nauman and Phil Palumbo discuss aging demographics and retirement planning, emphasizing “make work optional”.