NREI Feed

According to the DOJ and SEC, Leor Moshe stole over $11 million for personal expenses, including gambling and cryptocurrency, while running a Ponzi scheme through his firm.

For those whose fortunes are tied up in illiquid assets, U.S. Rep. Mo Khanna suggested the government could provide loans in exchange for shares.

Don’t be a generalist, be specific.

Separately managed accounts are projected to reach $3.6 trillion in 2026 as advisors shift toward personalized portfolios and tax-efficient strategies.

Drive Planning CEO Todd Burkhalter spent investor funds on yachts, luxury vehicles and private jets while operating what prosecutors called the largest Ponzi scheme in Georgia state history.

Insider Ownership Index’s Haren Bhakta details how he built the passive index that weights companies by insider ownership.

Glenmede Trust's Mark Parthemer discusses the Murdoch family trust dispute and what it can teach advisors and families about irrevocable trust planning.

National Make-A-Will Month is a good time to bring up important issues.

The AI marketing platform will charge advisors a monthly fee plus a percentage of assets from clients it helps bring in, similar to custodial referral programs.

The complaint alleges that fiduciaries selected underperforming target date funds; to an industry expert, it illustrates the litigation "risk" for wealth firms converging on the retirement arena.

Also, Hightower Signature makes a second external acquisition; IFP adds two Commonwealth advisors overseeing $400M; LPL adds $350M team; and UBS lands a double-advisor win.

The deal marks Mesirow’s second acquisition in the outsourced fiduciary space this year as it joins advisories pushing into retirement plan asset advice.

Wealth Management 2026 Midyear Outlook

Dynasty CTO Leslie Norman explores what it takes to move AI beyond experimentation and into the everyday operating system of an RIA.

Robinhood cut the time from fund inception to launch from less than a year to six months, with plans to continue accelerating the pace.

The trial between John and Laura Overdeck is the biggest contested divorce in New Jersey history.

According to bestselling author Michael Hyatt, AI is not replacing the client-advisor relationship; the opposite is happening.

Also, Farther and Dynasty add executives-in-residence, Arden Trust hires a president and Catalyst adds to its RIA distribution team.

Three years after launching his independent RIA, Patrick Larkin merged with Cerity Partners—but not because that was the original plan. He explains how ownership changed the way he viewed enterprise value, optionality and the future of his business.

Tastytrade is the first firm to sign on, but Apex says it is seeing demand from wealth managers and RIAs.