NREI Feed

In quarterly earnings reports, Apollo, Blackstone, KKR and other managers also reported a slowdown in redemption requests and teased future products for the wealth channel.

Tracking metrics without acting on them defeats the purpose.

The new regulation would allow pre-tax payroll deductions, similar to health savings accounts, though other vehicles may offer better benefits.

About 26% of Gen Z investors born between 1997 and 2007 said they treat sports betting as a deliberate, ongoing component of their financial plans

In other news, Diald raises additional seed capital, and SEI partnered with WTW Investments.

The transaction will help preserve the company’s culture while generating substantial charitable impact.

Planning is too important for “set it and forget it.”

Sustaining wealth across generations requires clarity of purpose, engagement and preparation.

Open, honest and candid discussion about July jobs, Schlichter settlement, DOL amicus briefs, the struggle to find new advisors, financial planning as a benefit and more.

The acquisition will push Goldman’s ETF assets to about $130 billion.

Advisors will be able to customize Vanguard’s Strategic Active/Passive and Fixed-Income model portfolios.

With the addition of The Bridgeway Group, Merit Financial Advisors has now acquired Commonwealth teams overseeing about $4.7 billion in client assets.

Christian Mango will take the newly created role with the goal of further syncing Edelman Financial Engines’ workplace investments business with its financial planning and wealth advice.

The firm's second-quarter results showed total assets under care climbed to $2.6 trillion, driven by market gains and strong client asset flows into advisory programs.

In a shift, advisors see risk and performance analytics tools as key, while putting less emphasis on custodian connectivity and simplified sub doc processing.

Pandemic-era reprieves will end soon for all but low-income borrowers.

Enterprise value is not an event—it’s a trajectory.

Ray Dalio has sounded the alarm about a bubble in AI. Morningstar looked at the 15 stocks that destroyed the most value over the past decade. These are among the investment must reads for financial advisors this week.

LNW's Kristen Bauer details how the $18B RIA measures growth based on its impact on clients, employees and owners, rather than pursuing scale.

Founder Grant Rawdin discusses how the desire to work more closely with clients grounded Wescott Financial in planning, psychology, and goal-focused advice.