NREI Feed

Craig R. Hersch provides real world, detailed AI prompts that estate-planning attorneys can use to draft high quality follow-up letters.

Eddie Bernhardt, Head of SMAs at Invesco, discusses Invesco’s long-short SMA strategy and how it’s used to solve client-specific challenges.

The Treasury Department is eyeing tax alpha strategies, which largely deploy financial engineering to exploit various rules in the U.S. tax code.

A suggested protocol for attorneys to capture value and avoid the emotional reaction to being challenged by artificial intelligence.

The most notable tax law developments of the past month

Hybrid advisory firms are proving that connecting workplace retirement with wealth management creates stronger margins, deeper client relationships and a more scalable growth model. The record keepers that enable this transformation will become the partners of choice.

Open, honest and candid discussion about healthcare costs, HSAs over IRAs, Capital Group's record keeper upgrades, ETFs coming to 401(k) plans and more.

The partnership is launching two closed-end funds, initially available through Merrill and Bank of America Private Bank.

The RIA is partnering with London's Thomson Tyndall to serve expat clients, with the U.K. firm assisting them with back- and middle-office regulatory and oversight needs.

Key considerations when reviewing policies with a broker.

Financial advisors say most public companies underperform for at least a year post-IPO, and investors should ask themselves whether conviction or FOMO is driving their interest.

During its second-quarter earnings, Charles Schwab CEO Rick Wurster reiterated the opportunity for long-short funds in the RIA channel.

Also, UBS opens a Dallas Hub, AlTi Tiedemann hires an advisor to lead its Miami office, and Arch’s Anvil adds a consultant with RIA compliance and COO experience.

Can an LLC or partnership make tax anti-abuse rules disappear?

U.S. equity markets sit near all‑time highs, yet the broader backdrop is filled with legitimate concerns.

Jan van Eck sounds off on the state of markets for the rest of the year and beyond. Morningstar explains why only one of the recent semiliquid funds it rated earned a bronze medalist rating. These are among the investment must reads for financial advisors this week.

Cresset continues its aggressive advisor recruiting push with a duo previously managing $1.1 billion at Lazard for UHNW families and entrepreneurs.

Among the additions are custom strategies focused on tax-managed enhanced and fundamental equity and SMAs that offer UMA integration.

Carson creates another lure to its W-2 employee channel by spreading equity opportunity beyond the selling founders.

The move for $15 billion Good Life differs from its trickier Commonwealth acquisition, which sources say has recently included bidding against RIA aggregators to keep a team.