Wealth Engineering News

• Merchant Hires Ex-Ficomm, United Capital Exec to New RIA Engagement Role July 15, 2025
  The minority RIA investor taps Candice Carlton to launch a new division focused on peer collaboration and growth strategies among Merchant’s over 100 portfolio firms.
• Zephyr's Adjusted for Risk: How Private Credit Is Reshaping Investment Strategies July 14, 2025
  Ryan Nauman and Miguel Sosa discuss the increased popularity of private credit post-Global Financial Crisis, how interval funds match well with private credit due to liquidity needs, and why private credit is attractive to both investors and issuers
• AI & Robotics ETF Universe Grows, But QQQ Still the Preferred Choice for AI Trade July 14, 2025
  Whether the AI trade broadens significantly beyond the Mag 7 will determine whether the specialized AI and robotics ETFs attract more investor interest.
• 13 Investment Must Reads for This Week (July 14, 2025) July 14, 2025
  Trying to pick winners among active mutual funds is a bad bet, according to Morningstar’s Jeffrey Ptak. U.S. ETFs raised more than $100 billion again in June, bringing the midyear total to $554 billion, according to ETFGI. These are among the investment must-reads we found this week for financial advisors.
• Vanguard Goes Big on Crypto, Thanks to the Index-Fund Boom It Unleashed July 14, 2025
  Vanguard is now the biggest backer of Strategy, the software firm that famously reinvented itself as a proxy for Bitcoin, due to index investing.
• OneDigital Hires M&A Leader from Competitor Alera Group July 14, 2025
  Christian Mango will join the $143B insurance and wealth aggregator OneDigital to drive its M&A work after spearheading a similar effort at national insurer and advisory Alera Group.
• Five Key Provisions of New Tax Law Affecting Estate Planning July 14, 2025
  Implications of the changes made by the One Big Beautiful Bill Act.
• Trump’s One Big Beautiful Bill Act Ends SEC Fund Used For In-House Tech Needs July 11, 2025
  The agency established the Reserve Fund in the wake of the Great Financial Crisis. One investor protection advocate called its cancellation “the opposite of good governance."
• Commonwealth Loses A Dozen Advisors to Rival Broker/Dealers July 11, 2025
  As the LPL acquisition of Commonwealth nears completion, a handful of advisors have chosen to affiliate with other broker/dealers or start their own firms.
• RIA Model Portfolio Assets Rose 5.5% in Q1 July 11, 2025
  A new report from Broadridge Financial Solutions shows steady growth in model assets throughout the industry.