NREI Feed

October 5, 2026 | 2:00 PM EST

September 28, 2026 | 2:00 PM EST

Scott Kahan helped organize volunteer financial planning for victims' families after the terrorist attacks, launching a movement that continues today.

Arnold will serve as executive chairman at the New York wealth management platform, which plans to launch its AI-native operating system next week.

The number of families willing to pay $80,000 to $90,000 or more for a private university is dwindling.

Merrill Lynch is continuing on a recruiting streak this week after securing advisor teams overseeing a combined $1.8 billion.

In other deal news, Wealthcare adds a $550 million RIA to its 1099 channel, OnePointBFG expands in Florida, and Hightower pulls a $1.6 billion affiliate into its Signature Wealth employee advisor business.

According to a complaint filed in New York, Ernest Ossei Boateng allegedly defrauded over 200 investors by promising 25% returns while using funds for personal expenses and speculative day trading.

Original thought may be becoming a scarce resource.

Judges recognized companies for their outstanding support of financial advisors' success in various categories from among over 300 finalists.

RIA CEOs said they are less concerned about Vanguard pairing with Altruist to create competition, as they are hopeful it will spur sector innovation.

Advisors who ask women about their values help clients close the gap between purpose and implementation.

The best model depends on what you want from your business, career and future.

It’s hard to sell the idea that what this economy needs is less protection from Social Security.

College is less like an overvalued stock about to crash than an expensive bond due for a repricing.

Kara Murphy, the president and CIO of Kestra Investment, said her desire to help others through turbulent times stemmed in part from narrowly surviving the attack.

Louis and Mindy Diamond explore why successful financial advisors can feel stuck despite thriving businesses—and how agency, enterprise value, risk, legacy, and a clear true north can help them evaluate what comes next.

Next week’s vote on the CLARITY Act has become more difficult as some senators have expressed reservations about the legislation (and uncertainty about its chances).