Wealth Engineering News

• $4B Compound Planning Elevates Co-CEO as Sole Chief Executive October 27, 2025
  Alex Farman-Farmaian will lead Compound into its next phase of growth, as his co-CEO Christian Haigh transitions to executive chairman and president.
• Turning Tragedy Into Purpose: Bill Sherlach and the Sandy Hook Promise October 24, 2025
  Bill Sherlach is the 2025 Invest in Others Catalyst Award Winner.
• Farther Recruits Advisor Team Focused on Physicians October 24, 2025
  Farther’s latest addition to its homegrown RIA platform is Masso Torrence Wealth, a firm working with physicians on financial and 401(k) planning.
• Deals & Moves: Kestra Gets $866M Merrill Breakaway October 24, 2025
  In addition, Cetera adds from LPL, former Commonwealth advisors join Osaic and Raymond James, family office Certuity expands its institutional wealth practice, and Creative Planning makes its 14th acquisition in two years.
• The Importance of Distribution for Pooled Retirement Plans October 24, 2025
  Like target date funds, pooled plans may require time to gain widespread adoption.
• What If the Retirement ‘Crisis’ Isn’t? October 24, 2025
  The data suggest that our retirement system works better than most people think.
• WealthStack Roundup: bQuest Joins The Founders Arena October 24, 2025
  In other news Nitrogen announces development of AI-tax center, Snappy Kraken synchronizes with CRM and Kitces crosses the northern border.
• Rethink Mortgage Payoff and Reverse Mortgages October 24, 2025
  How do your retired clients unlock the capital in their homes without selling?
• Meet the Wealthies Finalists: Technology Disruptors October 24, 2025
  The top initiatives and firms disrupting wealthtech in the past year, according to WealthManagement.com Industry Awards Judges.
• $7B VestGen Launches Retirement Division Via Acquisition October 24, 2025
  The RIA aggregator VestGen sees potential in serving employers on their 401(k) plans and their participant savers.