OpenVC Launches Index Tracking Public, Private Firms

Published on May 5, 2026

The benchmark combines the NYSE U.S. 500 Index with the NYSE OPEN Venture Capital Unicorn Index, which follows private firms valued above $1 billion.

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Medical Technology Stocks: Innovation Endures as Valuations Reset

May 5, 2026
Investors are questioning the staying power of medical technology (medtech) stocks, which have fallen from grace since the COVID-19 pandemic. Yet we think innovation continues to create exciting opportunities in companies that march to a different beat than the rest of the healthcare sector.

Can a Terminated Adviser Invoke the Broker Protocol?

May 5, 2026
An advisor who is involuntarily terminated should not assume the Broker Protocol is off the table. The text supports a good-faith argument that a terminated advisor can still qualify as a “departing” advisor who moves from one Broker Protocol signatory firm to another.