LPL Opens New 43,000-Square-Foot Home Office in Arizona

Published on September 17, 2024

LPL expects to accommodate 300 employees in the Tempe office by year-end, with more in 2025.

       
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EP Wealth Expands In The Southeast With Purchase Of $1.1B Atlanta RIA

September 17, 2024
EP Wealth Advisors today announced that it has acquired CornerCap Investment Counsel, LLC, an Atlanta, Ga.-based firm with nearly $1.1B in assets under management.

An Endowment ETF Plans to Ride Wall Street’s Private-Asset Craze

September 17, 2024
The Tema Endowment ETF is set to put about 50% of its holdings toward equities or derivatives, 30% to fixed income and 20% to “other securities,” potentially including allocations to private funds, interval funds or business-development companies.