NB Investment News
LPL Closes Commonwealth Deal, Pushes Final Integration to Q4 of Next Year
LPL CEO Rich Steinmeier expects to retain 90% of Commonwealth Financial Network’s advisors.
By NB
Aug 8, 2025
RIA Tempo Wealth Launches With $650M, Executive Client Focus
Three advisors go from broker/dealer affiliate to RIA group to launching their practice outside of Cleveland with a focus on working with business executives.
By NB
Aug 8, 2025
Zephyr's Adjusted for Risk: The Shift to Independence in Wealth Management
Guest Brad Smithy, a founding partner and head of wealth management at Elevation Point, discusses the benefits and challenges of going independent, including improved technology, broader solutions for clients, and the critical importance of succession pla
By NB
Aug 8, 2025
GeoWealth Raises $38M in Series C Funding Led by Apollo
In connection with the deal, Apollo and GeoWealth have forged an arrangement on public-private model portfolios.
By NB
Aug 8, 2025