NREI Feed

It is unrealistic to think that the SEC can be unaffected by a fundamental transformation in how the federal government operates.

The Cranberry Township, Pa.-based group is the second billion-dollar-plus team to join the firm's employee channel in two weeks, following a $5.4 billion recruit from Comerica.

As agentic platforms proliferate, advisors need to scrutinize vendor integrations, pricing stability, financial backing and certification standards before committing.

Why systematized growth commands a premium.

Most RIAs build holistic financial plans for their clients but far fewer apply the same discipline to their own growth strategy.

Claro Advisors’ Ryan Belanger explains why he believes the future belongs to firms that rethink how they operate, not just the tools they use.

Jon Seif of Perigon Wealth Management discusses why the firm seeks vendors who will partner with them rather than focus on the “next individual feature.”

Plan sponsors face overwhelming technology choices. Advisors who understand the retiretech ecosystem can help employers identify real problems and select solutions that fit.

The return gap was smallest for investors in U.S. equity and allocation funds.

CEO Kurt MacAlpine discusses why he believes Corient’s partnership-based service model, combined with long-term strategic backing, has won deals such as this week’s acquisition of $21 billion Summit Trail Advisors.

The success of China’s open-weight models gives investors more diversification options in the AI and cloud computing trade.

The multi-year legal battle ends with an injunction requiring Prime Capital to ensure that Edelman planners moving between firms adhere to transition protocols.

How to prepare before the November 2026 ballot.

Unless legislative changes are made, heirs may not get their expected inheritances.

Republicans argue that bills are needed to increase transparency and accountability.

The move comes amid increased demand for personalization and a flurry of other recent launches.

Summit Trail will join the mega RIA Corient, which continues its run of plus-billion-dollar acquisitions.

Firms that treat Trump Accounts as merely operational will miss the chance to build decades-long household relationships starting at birth rather than midlife.

Open, honest and candid discussion about OCIO DC assets, Empower's earnings, new CFPB rules, the truth about the advisor shortage, PEPs and more.