NREI Feed

Providing equity isn’t enough if employees can’t make sense of it.

Partner buy-in isn't just succession planning; it's a retention strategy, growth accelerator and legacy insurance policy rolled into one.

The Denver-based RIA entered the syndicated loan market for the first time with the move, replacing its private debt with lower-interest-rate debt and extending its financing timeline.

The Colorado-based RIA, founded by a former pilot, is Trilogy’s largest acquisition of the year.

The deal pushes Hightower’s nearly year-old W-2 RIA channel to over $40 billion in assets under management.

Bryn Mawr Trust’s Jamie Hopkins details the pros and cons of putting an inherited IRA into a charitable remainder unitrust.

Wirehouse advisor movement accelerated sharply in the first half of 2026. Louis and Jason Diamond unpack the numbers, the forces driving them, and what they reveal about an increasingly competitive advisor marketplace.

But the headline numbers don’t capture the size of teams leaving the wirehouses and mask significant differences by firm, according to a Diamond Consultants report.

The advisors, who operated as a unified Raymond James branch since 2022, will keep the firm as their primary custodian while joining Dallas-based RIA platform Ascentis.

The fintech's new service is free through 2027 and operates under a fiduciary duty, advising on investing, cash and borrowing accounts without human advisors.

The Atlanta-based RIA acquired Moldenhauer & Associates, a New York wealth management practice overseeing $1.1 billion in client assets across nearly 1,900 households.

Fidelity pegs the number of advisors that will have to leave its platform by June 2027 as less than 1% of its total clearing and custody assets.

The move comes about a year after Schwab bought parent Forge Global Holdings to expand its private market capabilities.

Summit Financial's Stan Gregor discusses how the firm’s infrastructure, technology and cybersecurity prepared the firm for long-term growth.

Don’t overlook the importance of entity structure.

There’s more than meets the eye when looking at the printouts.

Are they ready to take on their family’s philanthropic causes?

“At this phase, it’s more expensive for us to raise kids in New Jersey than New York.”

With four weeks until Election Day, Dan Regan and his healthcare-workers union are in the final stretch of a campaign to persuade Californians to embrace the billionaire tax.

Leech agreed to the penalty without admitting SEC allegations that he’d fraudulently steered more than $600 million in gains to favored clients while forcing losses on others.