Wealth Engineering News

• Morningstar: Semiliquid Funds Are Not the Diversifiers Advisors Think They Are February 13, 2026
  There is often greater correlation between private and public asset performance than asset managers admit.
• Q&A: What Long-Term REIT Performance in Pension Plans Means for Investors February 13, 2026
  A new study, spanning 26 years, shows that REITs outperformed most private real estate strategies in a dataset of more than 400 pension plans.
• Betterment Launches Pilot of RIA Referral Program February 13, 2026
  The Betterment Advisor Network referral program has been launched to a small group of RIAs on its custodial platform for a 0.25% annual fee on referred clients’ assets.
• Thoughts on Advisor Tech in Light of the Altruist AI Agent Launch February 13, 2026
  Altruist's Hazel tax planning tool debut sent shockwaves through financial markets as investors fled traditional wealth management firms, signaling broader industry disruption ahead.
• How Retirement Plan Advisors Are Growing in a Margin-Constrained World February 13, 2026
  The most successful firms aren’t always the fastest-growing—they’re the ones "scaling smart."
• Edelman CEO: The Workplace and Wealth Thesis Is Working February 12, 2026
  Edelman Financial Engines CEO Ralph Haberli says the number of clients that have converted from the workplace side to the wealth business has more than doubled over the last five years.
• Dr. Oz Is Not the Retirement Guru America Needs February 12, 2026
  The administrator for the Centers for Medicare and Medicaid Services has an idea on how to boost the U.S. economy: working longer.
• SEC Enforcement Chief Defends Division as Atkins Faces Scrutiny Over Crypto Dismissals February 12, 2026
  Margaret Ryan said notions that SEC enforcement was slacking were "flat out wrong," while Chair Paul Atkins answered lawmakers’ questions about the agency's handling of digital asset investigations and defendants' alleged ties to the Trump family.
• Upstart Issuer F/m Says It Found a Way to Fit ETFs In 401(k)s February 12, 2026
  With the launch of TBIL, $18 billion manager F/m becomes the first to utilize the dual-share class structure since Vanguard Group’s patent expired on the blueprint nearly three years ago.
• Deals & Moves: Bahnsen Opens Silicon Valley Office; Savvy Lures $300M RIA February 12, 2026
  In addition, Mission Wealth acquires a retirement planning-focused RIA, Carson fully acquires another wealth partner firm and advisors launch a $232M firm on Osaic’s independent channel.