Wealth Engineering News

• Wealth Management Industry Awards 2026: Top Tips for Submitting a Winning Nomination March 4, 2026
• Ritholtz Wealth Puts Succession Plan in Place As Co-Founder Barry Ritholtz Nears 65 January 30, 2026
  $7.6 billion RIA Ritholtz Wealth has expanded its capital table to 29 employee owners as co-founders Barry Ritholtz and Josh Brown execute a long-term succession plan.
• Edward Jones Faces Another Bias Suit From Former Branch Support Staffer January 29, 2026
  In the latest complaint in California state court, Janette Busby claims her supervisor floated rumors to clients that her retirement was imminent, despite her having no intention of doing so.
• Ameriprise Reports Strong Recruiting Amid Competitive Environment January 29, 2026
  Ameriprise recruited 91 advisors in the fourth quarter, bringing total headcount to 10,503, up 1% year-over-year. CEO Jim Cracchiolo also admitted that there was some attrition last year.
• BlackRock, Partners Group Launch SMAs with Multiple Private Market Assets January 29, 2026
  The SMAs will invest in private equity, private credit and real assets through evergreen funds.
• The Best State for Retirement Is Sometimes the Worst January 29, 2026
  So-called 'retirement porn' doesn't always tell the whole story.
• Zephyr's Adjusted for Risk: Beyond Traditional Risk Metrics - The Future of Investment Risk January 29, 2026
  In this episode of Zephyr's Adjusted for Risk Podcast, hosted by Ryan Nauman, industry experts Vickie Lewin and David Hatfield from Amplify discuss the importance of managing investment risk amid soaring financial markets in 2025 and beyond and stress the necessity of consistent risk conversations.
• Growing Without Private Equity January 29, 2026
  Firms have a broad spectrum of strategic capital solutions.
• RIA Edge Podcast: Scaling an RIA Through Talent and Ownership with Tom Orecchio January 29, 2026
  Modera Wealth's Tom Orecchio shares how leadership, ownership alignment and disciplined M&A shape the RIA's growth strategy.
• Raymond James Boosted Fiscal Q1 Recruiting Budget By 22% January 29, 2026
  Raymond James reported a boost in recruiting and retention compensation in its fiscal first quarter as it competed to draw and keep advisors.