NREI Feed

Glenmede Trust's Mark Parthemer discusses the Murdoch family trust dispute and what it can teach advisors and families about irrevocable trust planning.

National Make-A-Will Month is a good time to bring up important issues.

The AI marketing platform will charge advisors a monthly fee plus a percentage of assets from clients it helps bring in, similar to custodial referral programs.

The complaint alleges that fiduciaries selected underperforming target date funds; to an industry expert, it illustrates the litigation "risk" for wealth firms converging on the retirement arena.

Also, Hightower Signature makes a second external acquisition; IFP adds two Commonwealth advisors overseeing $400M; LPL adds $350M team; and UBS lands a double-advisor win.

The deal marks Mesirow’s second acquisition in the outsourced fiduciary space this year as it joins advisories pushing into retirement plan asset advice.

Wealth Management 2026 Midyear Outlook

Dynasty CTO Leslie Norman explores what it takes to move AI beyond experimentation and into the everyday operating system of an RIA.

Robinhood cut the time from fund inception to launch from less than a year to six months, with plans to continue accelerating the pace.

The trial between John and Laura Overdeck is the biggest contested divorce in New Jersey history.

According to bestselling author Michael Hyatt, AI is not replacing the client-advisor relationship; the opposite is happening.

Also, Farther and Dynasty add executives-in-residence, Arden Trust hires a president and Catalyst adds to its RIA distribution team.

Three years after launching his independent RIA, Patrick Larkin merged with Cerity Partners—but not because that was the original plan. He explains how ownership changed the way he viewed enterprise value, optionality and the future of his business.

Tastytrade is the first firm to sign on, but Apex says it is seeing demand from wealth managers and RIAs.

In quarterly earnings reports, Apollo, Blackstone, KKR and other managers also reported a slowdown in redemption requests and teased future products for the wealth channel.

Tracking metrics without acting on them defeats the purpose.

The new regulation would allow pre-tax payroll deductions, similar to health savings accounts, though other vehicles may offer better benefits.

About 26% of Gen Z investors born between 1997 and 2007 said they treat sports betting as a deliberate, ongoing component of their financial plans

In other news, Diald raises additional seed capital, and SEI partnered with WTW Investments.

The transaction will help preserve the company’s culture while generating substantial charitable impact.