Wealth Engineering News

• Scaling Smartly Through Talent, Marketing and Services December 5, 2025
  Learn how leading RIAs are combining smart growth strategies, talent development, and holistic service models to thrive in today’s competitive landscape.
• Evolving the Quality of Advice: Why a Total Wealth Mindset Matters December 5, 2025
  Tech keeps evolving, but advice must evolve faster. Here is how total wealth planning can change the entire client experience.
• Deals & Moves: Wealth Enhancement, Allworth Add $400M-Plus RIAs December 5, 2025
  In addition, Sequioa acquires its first office in California, and Citizens’ wealth division adds two 401(k) advisors to build a new unit.
• Bank of America Broadens Access to Crypto Funds December 5, 2025
  Merrill Lynch is the latest to allow advisors to recommend crypto ETPs, and follows a move earlier this week by Vanguard to lift its ban on crypto funds.
• The WealthStack Podcast: CRM, AI and the Future of Advisor Productivity with Michelle Feinstein December 5, 2025
  Michelle Feinstein unpacks how firms are reimagining their data strategy and piloting AI agents to drive advisor productivity, deeper client engagement and real organic growth.
• The Word on WealthTech for November 2025 December 5, 2025
  F2 Strategy's co-founder and executive chairman provides his take on the most important wealth management technology news of the last month.
• Apollon Wealth Acquires Motley Fool's Wealth Division December 4, 2025
  Apollon will bring on the wealth division’s $1.5 billion in assets and eight-person advisor team.
• WealthStack Roundup: 55ip and InvestCloud Expand Strategic Partnership December 4, 2025
  In other news, BetaNXT partners with Tumelo and Prudential advisors have a new mobile application.
• RIA Edge Private Markets: Alts Investing for Clients May Boost Valuations December 4, 2025
  Private market investment expertise can give a leg up on client attraction and retention, but it’s also a complex space often requiring partnership, according to panelists at the RIA Edge Private Markets conference in New York.
• Steward Picks Up Raymond James Team in Florida December 4, 2025
  The Zizmer-Jones Private Wealth Management Group has departed Raymond James & Associates after eight years.