Wealth Engineering News

• People Moves: Cetera Hires RIA Execs from Raymond James, Primerica July 31, 2026
  Also, merchant bank Valeon hires a managing director from Houlihan Lokey, Verdence brings on a financial planning head, and Credent Wealth adds AssetMark’s CEO to its board.
• Merrill Lands $13B Team from Morgan Stanley's Graystone Consulting July 31, 2026
  Bank of America’s Merrill Lynch bolsters its institutional consulting and wealth management by luring the team from Morgan Stanley's Graystone.
• Fidelis Capital on Breaking Away to a 'Different Path' July 31, 2026
  The CEO of an RIA founded by wirehouse breakaway advisors explains how the firm is providing family office-like services without ceding ownership.
• Rational and Irrational FORO July 31, 2026
  How to handle clients' fear of running out of money.
• Deals & Moves: Wealth Enhancement Plants Flag in Alabama with $462M RIA July 31, 2026
  Also, Merit acquires a $502 million Maryland-based RIA, Cressets stays on recruiting run with a $660 million advisor, and Osaic lands a former Integrity Alliance advisor
• LPL Financial Recruited Assets Jump 35% in Q2 July 31, 2026
  The firm brought in $25 billion during the second quarter, as it prepares to complete its Commonwealth Financial Network conversion in the fourth quarter.
• LPL Financial's Strategy Chief Exits After Less Than a Year July 30, 2026
  Ilan Davidovici joined the independent broker/dealer in January from Edward Jones. The firm says its strategic direction and priorities remain unchanged.
• Raymond James Adds $5.4B Team From Comerica July 30, 2026
  The three advisors previously worked at Comerica, which was acquired by Fifth Third Bank earlier this year.
• Cerulli: Wealth Allocations to Alts Could Reach $4T within Five Years July 30, 2026
  The firm estimates advisor ownership of less-than-fully-liquid alternative investment products is expected to grow by $2 trillion in that time span.
• RIA Edge Podcast: Growing a $6B RIA Without M&A with Gregg George July 30, 2026
  Crescent Grove Advisors' Gregg George details the organic growth drivers that have worked—and the ones that haven’t—for the firm.