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Aon acquired NFP, Commonwealth advisors moved to Raymond James, and Drake joined a larger RIA.

1 report, 1 independent Updated Aug 27
AI-generated analysis. Brind wrote this summary from the reports listed below. It can be wrong. Each section says how much you can rely on it, and the sources are linked so you can check.

What happened

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Aon acquired NFP, Commonwealth advisors moved to Raymond James, and Drake joined a larger RIA.

Who's involved

What this event is mainly about

How it developed

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  1. Tony Greene was named president of NFP’s executive benefits division, addressing talent gaps alongside AON.Sub-event
  2. Aon acquisition, Commonwealth advisor move, and Drake's career change reported.1 source

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Coverage

Newest first; wire copies grouped
  • Wealth ManagementDeals & Moves: NFP’s Wealthspire Makes First '25 Acquisition; Raymond James Snags Commonwealth Duo You can find original article here Wealthmanagement. Subscribe to our free daily Wealthmanagement ne