Wealth Engineering News

• Michael Nathanson Steps Down as Focus Financial CEO December 12, 2025
  Adam Birenbaum, current president of Focus, will succeed Nathanson, who will transition to chairman.
• Scalable Growth and the Rise of Women Focused Advice December 12, 2025
  Abby Salameh shares how scalable growth and women focused programs are reshaping the RIA landscape.
• Deals & Moves: Lido Buys LA-Area RIA, Vestwell to Add 30K Gusto 401(k) Plans December 12, 2025
  In addition, MAI Capital acquires a $527 million firm in Maryland and Mercer pens its second deal of the month to expand in Portland, Ore.
• $15B Equity Services Inc. Appoints Alex David as President, CEO December 12, 2025
  Alex David departs Raymond James’ independent channel to succeed Ata Azarshani, who will retire at the end of the year.
• Q&A: With SEI Backing, Stratos Is Poised to Boost Dealmaking December 12, 2025
  Stratos Founder and CEO Jeff Concepcion and SEI Head of Asset Management Michael Lane discuss what the acquisition means for both firms, including an expanded custodial relationship and shared capabilities.
• Private Markets Are Going Mainstream December 12, 2025
  The democratization of private markets is creating unprecedented opportunities for advisors, but success requires institutional expertise, disciplined processes and the right strategic partners.
• Best Business Books of 2025 for Advisors December 11, 2025
  From the great depression to serving modern female clients, the books on this list tackle a number of topics relevant to advisors of all stripes.
• Trajan Wealth: Balancing Growth with Safer Options December 11, 2025
  Co-CIO David Busch discusses how the firm approaches risk/reward calculations.
• RIA Cerity Takes Stake in Secondary Private Markets Firm December 11, 2025
  RIA Cerity Partners will also be the exclusive wealth manager for Nasdaq Private Market, which manages equity sales in private firms such as OpenAI and Space X.
• Canadian Man Arrested in England for 'House of Cards' DeFi Scheme December 11, 2025
  Both the Justice Department and Securities and Exchange Commission charged Nathan Guavin (also known as “defigray”), with the regulator claiming he built his reputation through falsely touting experience on Discord.