In the latest RIA news, Carson Group, Lido Advisors, Snowden Lane Partners, Buckingham Strategic Wealth, Savvy Advisors and Cetera all announced deals this week.
Advisors are using Nebo to construct institutional quality, dynamic, real-time model portfolios that are personalized to each client, in a fraction of the time previously required.
After rejoining the protocol earlier this year, Cresset is doing an about face and will leave the agreement effective Jan. 1, suggesting to some legal observers an ownership transition may be on the horizon.
