NREI Feed

Ryan Nauman interviews Defiance ETFs' Brendan Cavanaugh on ETF product development amid consolidation, and long-term thematic exposure.

Direct lending and alternative credit funds dominate the space, while infrastructure funds delivered the strongest returns through April 2026.

A surprisingly egalitarian geographical distribution book-ended by Virginias.

The aim shouldn’t be to attain a certain level of wealth by a specific date, but to assure yourself of a steady level of income throughout your retirement.

The deal for the $416 billion asset manager is valued at $2.8 billion.

The AI platform helps clients catalog valuables like jewelry and watches, creating tamper-proof records of heirlooms with pricing data for 170,000 items.

The founder and CIO of SGH Wealth Management talks about market timing, the role of psychology in investing and the best times to get alpha.

Emotional intelligence expert James Woodfall explains why authentic human connection may be the one thing technology can’t replicate.

Private equity plays an important part in the economy. That doesn't mean it should touch retail investors' portfolios.

Follow the money.

The RIA alleged that the former advisor emailed confidential client lists to a personal account before joining a competitor, resulting in $23 million in lost assets.

Wells Fargo gets another win for its FiNet division even as it continues to speak with RIAs about a new fee-only RIA channel slated to come next year.

It’s a love story, baby, just say yes to the prenup.

Helping families understand the tradeoffs.

It’s the most overlooked high-impact charitable resource.

Also, Kestra names two new business development leads as part of an expansion push, private markets operator Allocate hires former consultant Matt Dunn as chief revenue officer, and Diversified Trust continues with succession plan promotions.

Open, honest and candid discussion about June jobs numbers, Hub's IPO, tech as a differentiator for record keepers, why Empower bought Milliman and more.

Elevation Point CEO Jim Dickson discusses how financial advisors should approach AI and the necessary steps to successful implementation.

The deal marks the latest in a string of acquisitions for the firm since Jason Van de Loo became chief executive last summer.

Vinnie Maliakkal managed $1.4 billion at Charles Schwab for 11 years before joining the AI-native wealth management platform as managing director and founding advisor.