What to Expect as IPOs Pick Up Again

Published on September 16, 2025

The stage is set for a sustained IPO, M&A and financing activity acceleration.

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LPL Adds $1.25B UBS Team to Breakaway Model

September 16, 2025
The South Carolina-based team will form Ox Road Capital and affiliate with LPL’s Strategic Wealth Services model, working with ultra-high-net worth individuals and retirees.

9 Investment Must Reads for This Week (Sept. 16, 2025)

September 16, 2025
Target date CITs have now surpassed mutual fund counterparts as the most used vehicle in that segment. Jeffrey Ptak on his Substack tells the tale of an ETF that has grown 42% per year while its investors have lost money. These are among the investment must-reads we found this week for financial advisors.