NREI Feed

The three advisors previously worked at Comerica, which was acquired by Fifth Third Bank earlier this year.

The firm estimates advisor ownership of less-than-fully-liquid alternative investment products is expected to grow by $2 trillion in that time span.

Crescent Grove Advisors' Gregg George details the organic growth drivers that have worked—and the ones that haven’t—for the firm.

The $270 million investment led by Hamilton Lane allows early backer Cynosure Partners to provide liquidity to its original investors while staying invested in the RIA through a continuation vehicle.

The future of wealth management isn't about filling empty advisor seats; it’s more about combining scaled technology with the enduring investors’ needs of emotional support.

The RBC move comes amid UBS’s reported decline in U.S. advisors, with commentary that it expects attrition to “normalize.”

The St. Louis-based hybrid broker/dealer founded by former Wells Fargo Advisors CEO David Kowach continues its recruiting momentum with its fourth addition this month.

The AI-native tax planning platform reached the milestone months after launch, while Orion, Conquest, LPL, FMG and d1g1t unveiled new tech integrations and capabilities.

AllianzIM's Charles Champagne on using defined outcome ETFs to provide downside buffers while maintaining upside participation.

A discussion unpacking today’s IBD vs. RIA landscape, explaining what has changed, where each model excels, and how to determine which path best supports the business you want to build.

The RIA's new platform features knowledge graph architecture, a canonical data model and data ontology.

Implications for U.S./Chinese families.

According to the brokerage regulator, flawed surveillance systems at RBC Capital Markets’ wealth management division failed to detect suspicious transactions that should have triggered alerts.

A new survey shows 85% of investment advisors cite artificial intelligence as their top compliance worry, up 28 percentage points from last year’s results.

Paul Allen’s directive results in one of the most significant philanthropic events in sports history.

Notice 2026-40 introduces planning opportunities that investors must take by year’s end.

The Swiss bank reported second-quarter net income of $2.8 billion, exceeding forecasts, while wealth management pulled in $36 billion in net new money, well above expectations.

VanEck has partnered with Allocate to offer private markets access, while CAIS and Arch both announced funding news.

Investcorp chose Berger Financial Group after a multi-year search for a wealth manager that it could further scale through RIA acquisitions and organic growth.

The public conversation about DAFs relies on broad generalizations.