NREI Feed

Planning is too important for “set it and forget it.”

Sustaining wealth across generations requires clarity of purpose, engagement and preparation.

Open, honest and candid discussion about July jobs, Schlichter settlement, DOL amicus briefs, the struggle to find new advisors, financial planning as a benefit and more.

The acquisition will push Goldman’s ETF assets to about $130 billion.

Advisors will be able to customize Vanguard’s Strategic Active/Passive and Fixed-Income model portfolios.

With the addition of The Bridgeway Group, Merit Financial Advisors has now acquired Commonwealth teams overseeing about $4.7 billion in client assets.

Christian Mango will take the newly created role with the goal of further syncing Edelman Financial Engines’ workplace investments business with its financial planning and wealth advice.

The firm's second-quarter results showed total assets under care climbed to $2.6 trillion, driven by market gains and strong client asset flows into advisory programs.

In a shift, advisors see risk and performance analytics tools as key, while putting less emphasis on custodian connectivity and simplified sub doc processing.

Pandemic-era reprieves will end soon for all but low-income borrowers.

Enterprise value is not an event—it’s a trajectory.

Ray Dalio has sounded the alarm about a bubble in AI. Morningstar looked at the 15 stocks that destroyed the most value over the past decade. These are among the investment must reads for financial advisors this week.

LNW's Kristen Bauer details how the $18B RIA measures growth based on its impact on clients, employees and owners, rather than pursuing scale.

Founder Grant Rawdin discusses how the desire to work more closely with clients grounded Wescott Financial in planning, psychology, and goal-focused advice.

On speculation the firm could be in talks for a sale, AlTi’s interim CEO said a special committee was still reviewing strategic options.

The public-sector retirement plan provider will offer brokerage accounts and robo advisory services through a partnership with Apex Fintech Solutions.

The $32.6 billion RIA hired Tim Gacsy to lead the new unit and partnered with Baker Tilly to bolster its family office capabilities.

The semiconductor sector has been the hottest area for intraday strategies.

Financial advisors report growing client interest as the permanent program offers enhanced tax benefits and a 30% reduction for rural zone investments.

Members of the Consumer Federation of America and the Public Investors Advocate Bar Association believe that a provision in the CLARITY Act would allow financial firms to test AI tools without proper regulatory oversight.