Wealth Engineering News

• I Asked an AI to Find Me a Financial Advisor April 16, 2026
  A conversation with Claude.
• People Moves: Raymond James Appoints New COO for Private Client Group April 16, 2026
  Also, a former Microsoft executive joins Osaic’s technology team, Orion hires a new leader of wealth management sales, and Carson recruits a business development leader from Dynasty.
• $10B Bank Team Advisors Break Out to Form RIA Prairie View April 16, 2026
  Prairie View Wealth Advisors has launched in South Dakota with three veteran bank advisors, a tax-forward wealth focus and custody partner Raymond James.
• RIA Buyers Say Slow Growers Must Prove Deal Will Boost Production April 16, 2026
  RIA buyers and consultants at RIA Edge Nashville said slower-growth firms can still command high valuations if it appears integration will bring new clients.
• The Diamond Podcast for Financial Advisors: Building Trust and Credibility in a $7B Multi-Family Office April 16, 2026
  Wen Nottebohm of Cresset joins Mindy Diamond to share the next gen perspective: how advisors can design their own growth path, earn credibility among UHNW clients, the value of mentors, the influence of AI and more.
• Corient Acquires $10.7B European Wealth Manager April 16, 2026
  Following its acquisitions last year of two U.K.-based wealth managers, Corient expands its global footprint with the acquisition of Geneva-based Bedrock Group.
• CE Providers Call for Transparency on CFP Board Reporting Fees April 16, 2026
  Continuing education providers are suggesting the CFP Board include its reporting fee costs in the Board’s annual certification dues for clients, though a spokesperson says the Board “is not passing on additional costs to certificants.”
• Where AI Fits into the Smart Advisor Ecosystem April 16, 2026
  Analytical tasks vs. empathy. Where do you bring value?
• Edelman Gifts $10M for new School of Financial Planning at Rowan University April 16, 2026
  Edelman Financial Engines commits $10M to establish Rowan University’s School of Financial Planning, addressing the advisor shortage and advancing CFP education.
• DOL Proposal Provides Immediate Opportunities for Advisors April 16, 2026
  Five items for advisors to confidently discuss the proposed regulation with clients.