NREI Feed

Those grounded in sound principles are best positioned to prosper.

Jason and Mindy Diamond revisit how advisor due diligence is evolving—from AI and enterprise value to firm stability, ownership, and optionality—and why those questions matter more than ever.

Look beyond the headline multiple. The real value of your advisory firm depends on business model, true growth metrics, and how the deal is structured.

Wealth Enhancement grows to $158 billion with the addition of the two teams from the wealth manager founded in 1938.

Also, broker/dealer giants Osaic and LPL Financial both lure advisor teams to their W-2 employee channels.

Advisors reward firms that make their practices more efficient, scalable and easier to manage.

Semiliquid private equity vehicles might be the next to experience a spike in redemption requests. They might approach it differently than their private credit counterparts.

The new capability analyzes IRS data to surface opportunities for advice across financial planning, investments, tax, estate, insurance and lending disciplines.

The facility will focus on developing AI-enabled solutions for portfolio management, trading, tax optimization and advisor workflows at the firm.

Coastal Bridge Advisors combines with Waddell & Associates and One Charles Private Wealth, creating an entity with 72 professionals and eight offices across the country.

The Department of Justice used civil forfeiture to seize about $19.5 million in proceeds from the pair of alleged market manipulation schemes that caused share prices to skyrocket.

Bryn Mawr Trust’s Jamie Hopkins breaks down community property opt-in trusts and how advisors should talk to clients about them.

Under an annual property tax measure that takes effect Wednesday, the state will collect $5 for every $1,000 that a vacation home’s value is assessed over $1 million.

A New Revenue Procedure provides disparate treatment for taxpayers.

The SEC is seeking comments on new rules regarding fund confidentiality and the circumstances under which the effectiveness of an ETF's registration can be suspended.

Clearstead made the deal for the large team a few months after hiring a new head of M&A.

Ryan Nauman interviews Milliman FRM’s Adam Schenck on Milliman’s healthcare cost research and how Milliman’s Healthcare Inflation ETFs aim to track/beat healthcare inflation.

Open, honest and candid discussion about Creative Planning leading convergence, LPL’s struggles, what worries record keepers, advisor conflicts of interest, why convergence is heating up and more.

Legislation creates a pause mechanism for suspicious redemption requests.

Activist Wealth Management has staff on the ground and in the Miami area working to provide assistance, supplies and relief to clients and families affected by the earthquakes.