NREI Feed

The founders of the Focus Partner firm claim the RIA aggregator withheld over $1 million in fees and demanded access to personal financial data beyond what its management agreement permits.

Host Ryan Nauman interviews Concurrent CEO Nate Lenz on AI as a productivity and entrepreneurship enabler, and NextGen advisor expectations.

Make sure the institutions your client plans to support offer flexibility and adaptability for future scenarios.

How do you evolve from a familial relationship into true business partners before transitioning ownership?

Fueled by the convergence of wealth, retirement and benefits at the workplace, and client demand, it makes sense.

Sidney Jones brings his 14-person group to Rockefeller Global Family Office after 43 years at Merrill. The move opens a new Columbus, Ohio, office for the firm.

The alternative asset manager’s foray into wealth management with the recent acquisition of $3 billion RIA Berger Financial is an opening salvo into the space, according to its North American private equity head.

Mu Nu Upsilon has grown to over 70 members and two chapters, with 22 students landing wealth management internships last summer.

Also, Wealth Enhancement nears $160 billion with Illinois-based firm, Summit adds partners in Georgia and Oregon, Aspen Standards keeps acquiring, and Savvy tops $4 billion in recruited assets in 2026.

In other advisor tech news, Dispatch creates and names four industry veterans to its advisory board, and Orion provides fractional share support for Schwab advisors.

No method is ever 100% reliable.

Previous minority investor, Abry Partners, will exit through the deal with Carlyle, allowing some of Prime Capital’s 160 advisor-owners to realize gains.

More Americans than ever have retirement savings—and 401(k)s are a big reason why.

Edward Jones is on track to expand lending options through an in-house bank even as its new HNW division takes hold, according to wealth and field management head David Chubak.

It is unrealistic to think that the SEC can be unaffected by a fundamental transformation in how the federal government operates.

The Cranberry Township, Pa.-based group is the second billion-dollar-plus team to join the firm's employee channel in two weeks, following a $5.4 billion recruit from Comerica.

As agentic platforms proliferate, advisors need to scrutinize vendor integrations, pricing stability, financial backing and certification standards before committing.

Why systematized growth commands a premium.

Most RIAs build holistic financial plans for their clients but far fewer apply the same discipline to their own growth strategy.

Claro Advisors’ Ryan Belanger explains why he believes the future belongs to firms that rethink how they operate, not just the tools they use.