NB Investment News: Market Trends & Strategy Updates
NB Investment News
Deals & Moves: Choreo Recruits Growth Head From Edelman; $3B Cherry Creek Hires Johns Hopkins' CIO
In other people moves, SEI hires for a new role of head of people, culture from outside financial services, and Truist bolsters its Florida wealth team with advisors from firms including Bank of America, Merrill Lynch, and Morgan Stanley.
By NB
Aug 8, 2025
Advisor Sentiment Index: Optimism in Markets, Economy Jumps Higher
Financial advisors’ views of the health of the markets and the economy took positive turns in June, as ongoing concerns around trade and geopolitics give way to optimism around tech-fueled growth and healthy equity markets.
By NB
Aug 8, 2025
The Hidden Risk in Wealth Planning: Why Health Insurance Needs a Closer Look
For wealthy families, health insurance is often treated as an afterthought—until it becomes a costly mistake. Here’s how advisors can close the gap.
By NB
Aug 8, 2025
SMArtX Unveils New Semi-Liquid Fund Functionality in its UMA
The TAMP rolled out interval funds and tender offer funds in its UMA in 2024 and is now revealing the functionality to the public.
By NB
Aug 8, 2025