When One Partner Wants More
Even the strongest financial advisor partnerships can reach a crossroads when partners want different things for the next chapter.
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Compliance Experts Caution Regulators After AI Agents Probe SEC
The news that OpenAI agents posted publicly available SEC information on an online forum is prompting compliance experts to stress the need to close regulatory gaps.
Names to Note: September 2026
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Each month, Nareit highlights recent executive career moves, board changes, and other notable individual achievements and developments within the REIT and publicly listed real estate market.
REIT Advocate Reflects on Landmark 2001 Move to Include Sector in S&P Indices
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Lee Schalop was a key voice advocating for REIT inclusion in 2001.
Beware the Stress of Building a Practice
An advisor's reflection on the pressures that hide inside commitment, responsibility and the work we love.
The Diamond Podcast for Financial Advisors: Cresset CEO, Head of AI on Building the Modern Family Office
Cresset CEO Susie Cranston and Head of AI Strategy Kelly Wagman explore AI as a scale enabler, human-led advice, equity, culture and what Cresset is building next.
FPA Debuts New Version of PlannerSearch Tool
The association partnered with Snappy Kraken and The Smyth Group to transform its static directory into an interactive matching system, with more visibility in AI search.
Concurrent Makes First RIA Platform Acquisition With $5.4B Spire Investment Partners
Concurrent’s RIA platform will gain 30 advisor teams through its deal to acquire Virginia-based Spire Investment Partners.
The False Positive Problem Wealth Managers Can’t Afford to Ignore
AI fraud detection now hinges on data quality, not model sophistication, because fragmented data drives false positives that erode client trust.
Merchant Takes Stake in $97B Australian Wealth Firm
Merchant's investment in the Australian-based Ironbark represents its largest deal outside America at $255.9 million.
$1.3B UBS Team Departs for Wells Fargo's FiNet
Advisor attrition continues at UBS in favor of Wells Fargo, with The Cullman/Holt Group joining its FiNet affiliate, Ascend Advisory Group, in Ohio.
Five Key Developments for Estate Planners and Litigators
Highlights from the 2026 Jerry A. Kasner Estate Planning Symposium.
Wealth Enhancement Pens Largest Deal to Date with $22B RWA Partners
The women-led RWA Partners will bring private wealth and family office specialties to Wealth Enhancement, which will grow to more than $187 billion in client assets.
Wall Street Regulator Moves to Expand Access to Private Funds
An SEC proposal would let registered investment advisors charge a fee up to 20% based on a fund’s performance, putting the fee structure in line with some hedge funds.
Iron Mountain Celebrates 75 Years of Adaptation and Innovation
Iron Mountain has reinvented itself multiple times over the years to reflect market demand and opportunity.
Family Feud Brewing Over Dolly Parton’s Estate
Could this post-mortem dispute have been prevented?
Estate Planning for Clients with Non-Traditional Heirs
A growing opportunity to help child-free Americans carry out their legacy wishes.
Celebrity Estates Replay: Lessons from Rob Reiner’s Estate
Nick Reiner won’t face the death penalty for the murder of his parents, Rob Reiner and Michele Singer Reiner.
Turning A Revocable Trust Into a Working Plan
The advisor’s implementation role.
401(k) Real Talk Episode 210: September 30, 2026
Open, honest and candid discussion about new cloud-based Omni and Relius from FIS, TDF returns, Vestwell board additions, brokers moving away from commission, obstacles to guaranteed income and more.
