NREI Feed

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.

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.