LPL Investing in AI to ‘Prop the Advisor Up’

Published on May 1, 2026

LPL executives addressed the impact of artificial intelligence and its continued integration of Commonwealth, with asset retention now in the mid-80% range.

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Moving Averages of the Ivy Portfolio and S&P 500: April 2026

April 30, 2026
Valid until the market close on May 31, 2026This article provides an update on the monthly moving averages we track for the S&P 500 and the Ivy Portfolio after the close of the last business day of the month.

What Is QSBS and Does It Apply to Your Pre-IPO Shares?

May 1, 2026
You’re sitting on pre-IPO shares. Maybe you were an early employee who exercised options years ago, or you joined a startup when it was still figuring out product-market fit. Either way, you’re looking at a potential life-changing exit.And then someone mentions QSBS.Suddenly, you’re Googling at midnight, trying to search “does QSBS apply to pre-IPO shares?” and if this thing could save you million