Wealth Engineering News

• The T&E Inner Circle: Life Insurance Planning With SLATs July 13, 2026
  June 13, 2026 | 2:00 PM EST
• Savvy On Track to Offer In-House Alternative Offerings on RIA Platform in Q3 June 12, 2026
  Savvy CIO Sharma Anshul said his team is working on a proprietary private markets offering along with the RIA’s own curated list of alternatives for advisors.
• SUBSCRIBE Partners With Envestnet on Alts' UMA Access June 12, 2026
  The fintech's Altscape Marketplace will connect to Envestnet's UMA and Tamarac, streamlining workflows for advisors allocating to private markets.
• SpaceX's IPO Raises $75 Billion In Biggest Debut Of All Time June 12, 2026
  The company raised $75 billion, pricing 555.6 million shares at $135 each.
• Deals & Moves: Dynasty Seeds New RIA Consulting Arm Via Acquisition June 12, 2026
  Also, Mariner acquires an RIA focused on first responders, MAI Capital expands in the Northeast, and $3.3B Crewe sells a minority stake to WPCG.
• $25B Summit Financial CEO Predicts “Three Phases” of AI for Financial Advisors June 12, 2026
  Tech-focused Summit Financial CEO Stan Gregor laid out his vision of how AI will shape the wealth management space over the next decade at Wealth Management EDGE.
• Is The Great Wealth Wealth Transfer a Mirage? June 12, 2026
  Advisors, their firms and heirs are likely to be disappointed.
• Creative Planning CEO Has No Interest in Going Public June 12, 2026
  The mega RIA's leader prefers employee ownership over an IPO, citing strategic flexibility and long-term focus as key reasons for staying private.
• Scenes from Day 3 of Wealth Management EDGE 2026 June 12, 2026
  The last day of Wealth Management EDGE went off with a bang—specifically by returning band, The Cougars, at the closing party.
• How Larry Restieri Is Building Hightower 3.0 June 11, 2026
  Hightower’s CEO is well on his way to integrating the firm’s middle office, centralizing client onboarding and investment management and creating a national brand.