NREI Feed

Assessing personal and family complexity in wealth advising

Building resilience across multiple jurisdictions

Invest now to make the cut.

An essential planning tool for high-net-worth families

Eddie Bernhardt, Head of SMAs at Invesco, discusses Invesco’s long-short SMA strategy and how it’s used to solve client-specific challenges.

A rundown of some of the more notable changes.

Retrofitting clients’ estate planning to make Medicaid work in 2026

The alert sets certain standards but leaves many questions unanswered.

Those with second homes in the Big Apple could be subject to a surcharge of up to 6.5% of the property’s market value.

Advisors may be depriving their clients of the ability to take advantage of tax benefits.

A rundown of recent court decisions

A step-by-step decanting strategy

Bryn Mawr Trust’s Jamie Hopkins breaks down the estate planning tool of portability, which is the ability of a surviving spouse to use the unused estate tax exemption of a deceased spouse.

There's no need for another Social Security commission.

Craig R. Hersch provides real world, detailed AI prompts that estate-planning attorneys can use to draft high quality follow-up letters.

Eddie Bernhardt, Head of SMAs at Invesco, discusses Invesco’s long-short SMA strategy and how it’s used to solve client-specific challenges.

The Treasury Department is eyeing tax alpha strategies, which largely deploy financial engineering to exploit various rules in the U.S. tax code.

A suggested protocol for attorneys to capture value and avoid the emotional reaction to being challenged by artificial intelligence.

The most notable tax law developments of the past month

Hybrid advisory firms are proving that connecting workplace retirement with wealth management creates stronger margins, deeper client relationships and a more scalable growth model. The record keepers that enable this transformation will become the partners of choice.