NB Investment News
Savvy Adds $270M RIA Team in Push to Land Larger Teams
The tech-forward RIA and wealth platform also continues to bring on solo practitioners, with 12 additional advisors joining from various states.
By NB
Aug 8, 2025
AI and Ethics: A Double-Edged Sword for Wealth Management
While AI is reshaping the financial sector in many ways very quickly, ethical concerns cannot be overlooked.
By NB
Aug 8, 2025
Mariner Wealth, Other Firms Settle Class Action for $25.5M
Two advisors claimed that Mariner and American Century Investments conspired not to solicit each other’s employees to pay “highly-skilled employees less than they would be paid in a competitive market.”
By NB
Aug 8, 2025
When Values No Longer Align: An Ex-Wells Fargo Advisor’s Leap to Independence
Brian Pultman, Founder and CEO of Correct Capital Wealth Management, discusses why he chose independence over taking a wirehouse transition deal.
By NB
Aug 8, 2025