Wealth Engineering News

• Triad Wealth CIO: We Want to Introduce More Cyclicality in Our Models March 13, 2026
  Why Triad Wealth's CIO is bullish on international markets, precious metals and defined outcome ETFs.
• Q&A: Cresset’s New CEO on Her Vision for the Future March 13, 2026
  Cresset’s new CEO, Susie Cranston, said the RIA is doubling down on family office services, artificial intelligence, and cybersecurity as she takes over day-to-day leadership.
• Oil Shocks Compared: Impact on ETFs from Ukraine, Iran Conflicts March 13, 2026
  There are many important differences between today’s macroeconomic environment and that of 2022.
• Deals & Moves: Creative Planning, Merit Stay Active in 2026 March 13, 2026
  In addition, Aspen Standard RIA Summitry acquires a neighbor in California, and Raymond James snags six advisors from LPL’s Commonwealth.
• AI, Computer Science and Picking a College Major March 13, 2026
  The unemployment rate for new computer science majors is now higher than that for others.
• ‘Buffer’ ETFs Prove a Decent Bond Alternative in War-Hit Markets March 13, 2026
  Defined-outcome funds have surged to $80 billion as advisors seek reliable hedges after Treasuries failed to cushion stock losses during recent selloffs, prompting Wall Street's embrace.
• Altruist CEO Wenk Plans Quarterly Roll Out of New AI Agents March 13, 2026
  With Altruist’s planned rollout of more AI agents, “by the end of this year, the majority of the advisors’ tech stack will be irrelevant.”
• Federal Court Judge Blocks Prime Capital Advisors From Soliciting Edelman Clients March 12, 2026
  But the court denied Edelman’s order to enforce the non-acceptance provision in the two advisors’ restrictive covenants.
• Advisors Navigate AI Innovation Surge at T3 Conference March 12, 2026
  Our grumpy technology columnist finds that advisors attending T3 express excitement and caution as AI transforms the wealth management technology scene.
• RIA M&A Market Thus Far Enduring War, AI, Private Credit Bumps March 12, 2026
  RIA deal flow is down only slightly for the first two months of the year, but expectations are for a pickup in volume despite (and maybe due to) the market uncertainty from war, private credit cracks and AI jitters.