NREI Feed

Three new surveys show rising housing, healthcare and other everyday costs are forcing many workers to delay retirement savings or stop contributing altogether.

A handful of exchange-traded funds are about to teach American kids about the magic of compound interest. One of them could become a blockbuster.

Trading cold, expensive New York City for lower taxes and warmer weather in Miami was long a no-brainer. No more.

Jim Jessup of Virtus ETF Solutions on navigating active fixed income, arguing product development should focus on manager strengths and durable allocator “levers.”

CEO Mike Durbin says Cetera's approaches for succession planning are picking up pace within the broker/dealer, as well as increasingly with outside firms. In a Wealth Management interview, Durbin also detailed a new bank partnership for the firm.

A recent SEC ruling on dual-class share structures may allow ETFs to overcome operational hurdles that have kept them out of retirement plans for decades.

CEO Thomas Carroll discusses how HB Wealth has grown to a $32 billion RIA despite, and partly due to, founder changes.

And in other news, Envestnet on interval funds research, Vanilla adds concierge services, BondWave enhances trade oversight and SmartRIA introduces AI-driven archiving capabilities.

In a world beset by geopolitical, economic and energy crises, the days of using “gold bug” as an insult are over.

Steward Partners' Scott Danner and Valerie Rivera discuss scaling from $30B to $50B in AUM through strategic acquisitions

In addition, Indivisible Partners adds an $800 million team, and Ameriprise and LPL Financial lure advisors from rival firms.

Advisors overall remain optimistic about financial conditions and the markets, even as a significant percentage see a dimmer future for the U.S. economy.

The company’s head of product and portfolio strategy for financial advisors sees plenty of attractive opportunities for AI investment, but they may not be where advisors think.

The eight-advisor team will bolster OneDigital’s presence in the Mid-Atlantic.

Breaking away is a series of decisions about structure, incentives, partners, purpose and people.

Also, Cresset hires a CTO from within, HB Wealth adds senior leaders for a new institutional division, and Eton hires a wealth manager from Northern Trust.

The long-awaited rule would make paper delivery “a relic, not a standard,” according to SEC Chair Paul Atkins.

With artificial intelligence on the rise, has the role of the recruiter become obsolete, or has it simply evolved?

Schwab’s annual RIA benchmarking survey of its custodial clients reiterates the persistent struggle to generate organic growth and hiring new employees.

The best firms aren’t the ones that looked the same at 250 employees as they did at 50.