Wealth Engineering News

• Wealth Management Industry Awards: On the Red Carpet with Nona Ross October 15, 2024
  Listen as Nona Rosa, Director of Practice Management at Avantax as she highlights the firm’s dedication to investing in talent through an innovative coaching program.
• Raymond James Snags $1.1B Las Vegas Team October 14, 2024
  The former RBC Capital Markets team will join Raymond James’ employee advisor channel.
• Wirehouses Face a Fresh Round of Cash Sweep Class Actions October 14, 2024
  The suits filed in New York’s Southern District were filed the same day Wells Fargo revealed a $128 million loss in net interest income after the firm raised its sweep deposit rates.
• Thurston Springer to Acquire $1.B AUA PEAK Reps October 14, 2024
  PEAK, which has 120 advisors and about $1.2 billion in assets under advisement, will operate as a separate subsidiary of Thurston Springer.
• Financial Literacy Lessons Can Pave the Way for Planning Conversations October 14, 2024
  Much of what people learn about money comes from what their parents teach them.
• The Top Five Issues Facing High-Net-Worth Individuals in 2025 October 14, 2024
  And some strategies to potentially mitigate them.
• Questions Business Owner Clients Should Be Asking NextGen October 14, 2024
  A recent BBH survey highlights the tough conversations needed before a transition.
• The Evolution of Target Date Funds October 14, 2024
  Lessons that could ignite the 401(k) world and enable convergence.
• Leveraging Organic Growth for Maximum Potential October 14, 2024
  Tailoring strategies to empower both young and veteran advisors.
• RIA Leaders: To Find Talent, Look Outside the Norm October 12, 2024
  Two leaders with different career paths, but a common theme: Joining principals who gave them the latitude to make an impact.