NREI Feed

The launch of these products indicates that ETF managers are innovating by closely monitoring investor sentiment and regulatory changes and then quickly bringing products to market.

Foothills Legacy Wealth Management, an eight-person practice based in Saratoga Springs, N.Y., brings the hybrid broker/dealer's total assets to approximately $58 billion.

Also, Concurrent lands a $750M RIA, AmeriFlex added $1.7B in assets in the first half, F.L Putnam acquires a $500M New Hampshire-based RIA, and a Texas-based bank acquires to enter the wealth management space.

Starting in the 2026-2027 admission season, the assets of a small business or family farm will once again not count in aid calculations.

In other advisor tech news, BetaNXT partners with CAIS, GReminders launches forms extraction tool, RISR lands $16 billion wealth firm.

Goodfin's Anna Joo Fee details why access to private markets can become a source of alpha, but only when paired with education and context.

Ryan Nauman interviews Defiance ETFs' Brendan Cavanaugh on ETF product development amid consolidation, and long-term thematic exposure.