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Wealth Engineering News

The T&E Inner Circle: Portability – Lessons on Planning and Implementation June 1, 2026
June 1, 2026 | 2:00 PM EST
Prosperity Merges in Five Firms to Create $4.7B RIA May 1, 2026
JL Smith Holistic Wealth Management, Alison Wealth Management, OneTeam Financial, Hammer Financial Group and FSC Wealth Advisors come together in a deal that adds $1.8 billion in assets.
T&E Inner Circle: Expert Sessions May 1, 2026
AlphaCore Puts Alternatives at the Heart of its Strategy May 1, 2026
The La Jolla, Calif. RIA allocates 20% to 25% of client portfolios to private markets, far exceeding industry norms, while maintaining international exposure across asset classes.
Deals & Moves: Allworth Gets New PE Stake; $17B Mather Group Acquires May 1, 2026
Also, Alabama-based RIA Canterbury launches an insurance division, and Carson continues its acquisition run with a $396M Wisconsin-based RIA.
WealthStack Roundup: Bill Crager's iAlta Acquires Precept May 1, 2026
The private markets startup makes another acquisition, with more news from OneVest, Jump, DeepVest and Advisor CRM.
LPL Investing in AI to ‘Prop the Advisor Up’ May 1, 2026
LPL executives addressed the impact of artificial intelligence and its continued integration of Commonwealth, with asset retention now in the mid-80% range.
Reverence Capital Partners Closes $2B Osaic Recapitalization April 30, 2026
Bain Capital will join as a new investor in the recapitalization, with some of the capital supporting Osaic’s organic growth, acquisitions and “other strategic initiatives.”
Blue Owl Raises $3B in Wealth Channel Despite Private Credit Tumult April 30, 2026
The firm’s executives also pointed to strong fundamentals in its credit portfolio as evidence that concerns about private credit are overblown.
Hightower Sees Future With More 'Flagship' Firms April 30, 2026
Hightower CEO Larry Restieri forecasts a time when Hightower Signature Wealth is its largest advisor group, with a number of national “flagship” firms as additional growth engines.