NREI Feed

Vestmark's Rob Battista on how custom models can reflect advisor preferences, support multi-manager open architecture, and incorporate multiple vehicles within a UMA.

Nomura's Milissa Hutchinson discusses how advisors should approach diversification for today’s markets.

Be careful not to limit clients’ planning tools because of pre-conceived notions.

A practical guide to what they need, and when.

The new AI suite connects to custodians, CRMs and planning tools advisors use daily and could replace some newer products already on the market.

Valued at $100 million, Pave touts a lower-cost, personalized investment platform for financial advisors.

These next-gen industry leaders were honored at the 2026 Wealth Management Industry Awards in New York City.

Broker/dealers at the recent RPA roundtable discussed how data challenges slow convergence efforts as firms pursue IRA rollovers, managed accounts and financial planning to connect DC participants with wealth services.

Scott Kahan helped organize volunteer financial planning for victims' families after the terrorist attacks, launching a movement that continues today.

Arnold will serve as executive chairman at the New York wealth management platform, which plans to launch its AI-native operating system next week.

The number of families willing to pay $80,000 to $90,000 or more for a private university is dwindling.

Merrill Lynch is continuing on a recruiting streak this week after securing advisor teams overseeing a combined $1.8 billion.

In other deal news, Wealthcare adds a $550 million RIA to its 1099 channel, OnePointBFG expands in Florida, and Hightower pulls a $1.6 billion affiliate into its Signature Wealth employee advisor business.

According to a complaint filed in New York, Ernest Ossei Boateng allegedly defrauded over 200 investors by promising 25% returns while using funds for personal expenses and speculative day trading.

Original thought may be becoming a scarce resource.

Judges recognized companies for their outstanding support of financial advisors' success in various categories from among over 300 finalists.

RIA CEOs said they are less concerned about Vanguard pairing with Altruist to create competition, as they are hopeful it will spur sector innovation.

Advisors who ask women about their values help clients close the gap between purpose and implementation.

The best model depends on what you want from your business, career and future.

It’s hard to sell the idea that what this economy needs is less protection from Social Security.