Wealth Engineering News

• Nashville Advisor Launches AI-Powered SEO Platform April 29, 2026
  Shaun Melby built AdvisorSEO Max after teaching himself search optimization to grow his RIA and seeks to help other advisors improve their online visibility.
• Former Cetera Employee Files Sex Discrimination Lawsuit April 29, 2026
  A former Cetera employee is suing the firm and her supervisor, alleging sex discrimination, retaliation for protected activity, harassment and a hostile work environment.
• Advisors Urge Investors to Wait on SpaceX April 29, 2026
  Financial advisors recommend retail investors wait for a post-IPO price dip before buying SpaceX shares, citing its sky-high valuation and historical pricing patterns.
• Corient Plans to Enter Canada Via Parent CI Financial’s Wealth Firms April 29, 2026
  Corient, originally CI Financial’s U.S.-based RIA aggregator, is set to continue its international expansion with an agreement to launch in Canada via its parent firm’s Canadian wealth practices.
• UBS Says Wealthy Clients Cool on Private Credit April 29, 2026
  CFO Todd Tuckner notes measured interest as investors prioritize liquidity over alternative assets amid economic uncertainty and AI disruption concerns.
• People Moves: Janney Adds Two FNB Advisors, Alaris Hires M&A Vet April 29, 2026
  In addition, Mercer hires McKinsey’s Jimmy Zhao to lead M&A and corporate partnerships, and $500M RIA Lansing Street expands its management team.
• IRS Chief Claims Crackdown on Wealthy Tax Evaders Will Continue April 29, 2026
  The agency is betting on AI and tech improvements to counter lost revenue from budget cuts.
• UBS Sees Recovery Signs in US Wealth as Inflows Return April 29, 2026
  After three straight quarters of outflows, the Swiss bank's US unit attracted $5.3 billion in new client money as strategy shifts take hold.
• Zephyr's Adjusted for Risk: Unlocking the Potential of Alternative Real Estate Investments April 29, 2026
  Argosy Real Estate Partners co-CEO David Butler covers lower middle-market real estate investing and current themes including a post-2022 pricing reset, improving debt-market liquidity, selective contrarian office and discounted multifamily opportunities.
• Celebrity Estates: Lessons From Matthew Perry’s Well-Planned Estate April 29, 2026
  Pitcairn's Jennifer Proper discusses Matthew Perry's estate, a plan that worked exactly as intended