NREI Feed

The $2 trillion asset manager and tech provider to RIAs has brought on the industry veteran to straddle both strategy and technology buildout.

Workflow shouldn't be “whoever happens to see it first.”

In Morgan Stanley's case, net new assets jumped 187% year-over-year, largely due to IPO-related flows.

The Seattle-based team said it has joined LPL’s RIA channel and custodial platform for its technology, advisor service model and investments in innovation.

The firm hired two new executives and is adding over 50 new client-facing roles in broker/dealer and RIA field sales.

How advisors can broach the subject.

Human behavior is sometimes to blame when transactions go wrong.

The estate planning should preserve operating authority, key knowledge and capital flexibility.

CohnReznick will look to grow its client base by adding fee-based Aldrich Wealth’s individual wealth management and corporate retirement plan consulting.

The vehicle is one of the fastest-growing methods of charitable giving.

What keeps them up at night?

Tema ETFs’ Paisley Nardini discusses how calm index-level markets are masking volatility and concentration risk in both equities and bonds.

Open, honest and candid discussion bridging wealth and DC plans, EBSA enforcement, AON picks Vanguard as record keeper, retirement income advice, the rise of TPAs and more.

The AI Operating System will sit across the firm's custodian, portfolio management system, CRM, planning and tax software, meeting notes, phone system, email and documents.

The money from Willow Tree Credit Partners and nFleXion Capital Partners will fund VestGen’s mergers and acquisitions activity.

The money from Willow Tree Credit Partners will fund VestGen’s mergers and acquisitions activity.

The Winston-Salem team, which has 13 employees and is led by Brett Hoge, manages over $3 billion in assets and marks Captrust’s seventh North Carolina office.

In the suit filed in a Minnesota court, the firm alleged Christopher Porpiglia violated employee contracts when he resigned last week. RFG Advisory claims it is “confident in the process” of the advisor transition.

The six-person Rosenwald Private Wealth team, led by Beth Rosenwald, joins John Thiel’s advisor-owned growth partnership.

Pitcairn's Andy Busser discusses the firm's evolution from single-family office to $12B RIA.