NREI Feed

Golf taught Certuity's Constantine Hatzivassiliou how to perform under pressure. Building a nearly $5 billion multi-family office taught him that the best advisors become the first call when life, not just the markets, gets complicated.

A recent survey of RIA executives by investment bank DeVoe & Company also sees a gap between RIA seller expectations and buyer thoughts on valuation in 2026.

RIAs of all sizes are starting to grapple with the cost and implementation of AI, potentially speeding some smaller firms to consider a sale.

The suite includes risk-based and income-focused models.

Wells Fargo’s chief financial officer said the firm was continuing to hit high levels of advisor recruiting and attrition each quarter, while Morgan Stanley is benefitting from IPO-related inflows.

Technology and AI are pushing advisors beyond traditional fund monitoring and fee benchmarking toward helping sponsors navigate a complex ecosystem of retiretech solutions.

Make sure what you authorize is actually what you intend.

Bogart Wealth's James Bogart discusses why investing in people, data and future advisors is essential for creating an enduring organization

Items affected include DAF regs, Form 990 plans and stock donations to Trump Accounts.

While work environments have stabilized, younger financial advisors reported lower optimism and a weaker sense of purpose, Kitces says.

Final IRS regs include abusive charitable remainder annuity trust scheme as a listed transaction.

Ryan Nauman interviews Eden Ovadia of FINNY, on why organic growth is harder amid M&A reliance and AI noise, and how personalization improves prospecting beyond referrals.

The bank hauled in $148 billion of net new assets in its wealth-management business in the second quarter, over half of which were tied to IPOs.

Open, honest and candid discussion about EBSA budget cuts, why wealth managers should work on DC plans, advisor AI usage up, how to pick a PEP, what drives change in 401(k) plans and more.

The fintech company serves over 300 firms in insurance and wealth management, automating client onboarding, proposals, advisor transitions and account operations.

The $710 billion RIA adds Lovell Insurance Group to expand business advisory services for upper middle-market clients across the nation.

The firm is also creating a new client associate role and providing earlier access to its products as part of four enhancements to the advisor trainee program.

The San Diego-based group has affiliated with Quotient Advisor Partners, an LPL OSJ, bringing expertise in serving high-net-worth clients and multi-generational families.

Why clients don't follow through on estate planning.

The 95-year-old philanthropist plans to give shares of Berkshire Hathaway to the Sherwood Foundation, the Howard G. Buffett Foundation and the NoVo Foundation, each led by his children.