LPL Nixes NestWise
LPL Shutters Mass-Market Unit
As part of the NestWise closure, Esther Stearns will be leaving the IBD, along with more than 30 other employees.
LPL Unit Buys Veritat, Aims to Bring Financial Planning to Masses
In a rare combination of brains and brawn, LPL’s NestWise has acquired Veritat Advisors, the brainchild of Wharton professor Kent Smetters, aiming to extend its reach to 32 million households.