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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.

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CEO Sam Landy discusses manufactured housing demand, policy momentum, and how REIT access to capital creates a lasting competitive advantage.

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CEO Chris Constant says Getty Realty’s focus on high-quality locations, redevelopment potential, and strong tenant demand positions the company to capitalize on growth opportunities across convenience and automotive retail.

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.

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CEO Mark Decker says returns on capital are improving.

 

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.

Ryan Nauman interviews Defiance ETFs' Brendan Cavanaugh on ETF product development amid consolidation, and long-term thematic exposure.

Direct lending and alternative credit funds dominate the space, while infrastructure funds delivered the strongest returns through April 2026.

A surprisingly egalitarian geographical distribution book-ended by Virginias.

The aim shouldn’t be to attain a certain level of wealth by a specific date, but to assure yourself of a steady level of income throughout your retirement.

The deal for the $416 billion asset manager is valued at $2.8 billion.

The AI platform helps clients catalog valuables like jewelry and watches, creating tamper-proof records of heirlooms with pricing data for 170,000 items.

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CEO Zach Vaughan says REIT is looking to concentrate assets in fewer geographies.

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CFO Dave Bragg says apartments are more attractive than they have ever been relative to home ownership over the past 25 years or so.