NREI Feed

August 3, 2026 | 2:30 PM EST

CEO Thomas Carroll discusses how HB Wealth has grown to a $32 billion RIA despite, and partly due to, founder changes.

And in other news, Envestnet on interval funds research, Vanilla adds concierge services, BondWave enhances trade oversight and SmartRIA introduces AI-driven archiving capabilities.

In a world beset by geopolitical, economic and energy crises, the days of using “gold bug” as an insult are over.

Steward Partners' Scott Danner and Valerie Rivera discuss scaling from $30B to $50B in AUM through strategic acquisitions

In addition, Indivisible Partners adds an $800 million team, and Ameriprise and LPL Financial lure advisors from rival firms.

Advisors overall remain optimistic about financial conditions and the markets, even as a significant percentage see a dimmer future for the U.S. economy.

The company’s head of product and portfolio strategy for financial advisors sees plenty of attractive opportunities for AI investment, but they may not be where advisors think.

The eight-advisor team will bolster OneDigital’s presence in the Mid-Atlantic.

Breaking away is a series of decisions about structure, incentives, partners, purpose and people.

Also, Cresset hires a CTO from within, HB Wealth adds senior leaders for a new institutional division, and Eton hires a wealth manager from Northern Trust.

The long-awaited rule would make paper delivery “a relic, not a standard,” according to SEC Chair Paul Atkins.

With artificial intelligence on the rise, has the role of the recruiter become obsolete, or has it simply evolved?

Schwab’s annual RIA benchmarking survey of its custodial clients reiterates the persistent struggle to generate organic growth and hiring new employees.

The best firms aren’t the ones that looked the same at 250 employees as they did at 50.

Golf taught Certuity's Constantine Hatzivassiliou how to perform under pressure. Building a nearly $5 billion multi-family office taught him that the best advisors become the first call when life, not just the markets, gets complicated.

A recent survey of RIA executives by investment bank DeVoe & Company also sees a gap between RIA seller expectations and buyer thoughts on valuation in 2026.

RIAs of all sizes are starting to grapple with the cost and implementation of AI, potentially speeding some smaller firms to consider a sale.

The suite includes risk-based and income-focused models.