NREI Feed

Cresset CEO Susie Cranston and Head of AI Strategy Kelly Wagman explore AI as a scale enabler, human-led advice, equity, culture and what Cresset is building next.

The association partnered with Snappy Kraken and The Smyth Group to transform its static directory into an interactive matching system, with more visibility in AI search.

Concurrent’s RIA platform will gain 30 advisor teams through its deal to acquire Virginia-based Spire Investment Partners.

AI fraud detection now hinges on data quality, not model sophistication, because fragmented data drives false positives that erode client trust.

Merchant's investment in the Australian-based Ironbark represents its largest deal outside America at $255.9 million.

Advisor attrition continues at UBS in favor of Wells Fargo, with The Cullman/Holt Group joining its FiNet affiliate, Ascend Advisory Group, in Ohio.

Highlights from the 2026 Jerry A. Kasner Estate Planning Symposium.

The women-led RWA Partners will bring private wealth and family office specialties to Wealth Enhancement, which will grow to more than $187 billion in client assets.

An SEC proposal would let registered investment advisors charge a fee up to 20% based on a fund’s performance, putting the fee structure in line with some hedge funds.

Could this post-mortem dispute have been prevented?

A growing opportunity to help child-free Americans carry out their legacy wishes.

Nick Reiner won’t face the death penalty for the murder of his parents, Rob Reiner and Michele Singer Reiner.

The advisor’s implementation role.

Open, honest and candid discussion about new cloud-based Omni and Relius from FIS, TDF returns, Vestwell board additions, brokers moving away from commission, obstacles to guaranteed income and more.

The wealth management firm partnered with Aboon and RPAG to build an end-to-end system covering prospecting through plan servicing for advisors.

Special Report: Charitable Giving

The platform now offers access to the S&P Cryptocurrency Top 10 Equal Weight Index, enabling advisors to implement institutional-grade digital asset indices in client accounts.

The fiduciary advisor network will offer members discounted access to the platform's meeting prep, note-taking, follow-up communications and CRM capabilities.

The fee-only advisor network responded to years of requests by making the retirement distribution planning software available to all 2,300-plus members.

The commission alleges Cryptoaiml and TSAI were based overseas. In one case, fraudsters allegedly used WhatsApp to lure investors into a crypto scheme, while another falsely claimed it'd used client funds to buy AI-powered trading bots.