NREI Feed

The fintech company serves over 300 firms in insurance and wealth management, automating client onboarding, proposals, advisor transitions and account operations.

The $710 billion RIA adds Lovell Insurance Group to expand business advisory services for upper middle-market clients across the nation.

The firm is also creating a new client associate role and providing earlier access to its products as part of four enhancements to the advisor trainee program.

The San Diego-based group has affiliated with Quotient Advisor Partners, an LPL OSJ, bringing expertise in serving high-net-worth clients and multi-generational families.

Why clients don't follow through on estate planning.

The 95-year-old philanthropist plans to give shares of Berkshire Hathaway to the Sherwood Foundation, the Howard G. Buffett Foundation and the NoVo Foundation, each led by his children.

The expected “great wealth transfer”— with $93 trillion in assets changing hands—may be less dramatic than headline figures suggest.

Lido Advisors' Jason Ozur details how the firm grew from six-person team managing roughly $400 million to one of the largest RIAs in the country.

There are similarities between being a pro athlete and a financial advisor.

Venturi Private Wealth will operate under the Caprock brand in exchange for the $16B RIA's family office capabilities.

The $630 billion RIA is deploying Humanity Labs' AI workforce across operations in a five-year deal, marking a shift from experimentation to production.

A New Jersey client claims the robo advisor profited by sweeping excess cash into deposit accounts with participating banks that did not generate interest.

Private equity players are paring back data center holdings, reports Morningstar. ETF.com looks at why small-cap stocks are outperforming. These are among the investment must reads for financial advisors this week.

One of the most active RIA acquirers has recently created dedicated business lines for its W-2 and independent channels to help focus team members and drive growth, according to CEO Burt White.

Founder Colin Higgins has moved to an executive chairman role after 22 years, appointing President Alex Katz and COO Conor Wilkes to co-chief executive officers.

Morningstar's Brian Moriarty explains how leverage, redemption limits and portfolio liquidity influence the performance of semiliquid funds.

A disconnect between administrative convenience and substantive tax law may lead to compliance errors.

Ryan Nauman and Zach Conway discuss evolving investor expectations, emphasizing client-centric investment experiences to help advisors compete with direct-to-consumer tech.

Underwrite it like an asset. A purchase that doesn’t work on paper won’t work on the tarmac.

Advisors are driven by revenue, competitive advantage and client demand.