NB Investment News
Ellevate, Managed Services Provider, Hits Milestone & FNZ Partners With Microsoft In a Major Way
Founded by former Black Diamond executive Michelle Odom, the managed services platform provider now has over $500 billion in client assets being administered on its platform; plus FNZ to collaborate with Microsoft; and InspereX has a new CTO.
By NB
Aug 8, 2025
The Word on WealthTech for July 2025
F2 Strategy's co-founder and executive chairman provides his take on the most important wealth management technology news of the last month.
By NB
Aug 8, 2025
Zephyr's Adjusted for Risk: Growth Strategies at Gabelli Funds
Gabelli's John Belton sits down with Ryan Nauman to discuss the current state of growth versus value investing, the dynamics in the tech sector, importance of fundamentals and the impact of economic conditions on investing in international markets.
By NB
Aug 8, 2025
Mercer Advisors Lands $1.2B Raymond James Practice
The deal is Mercer’s third $1 billion-plus acquisition in as many months.
By NB
Aug 8, 2025