UBS Sues 4 Ex-Advisors With $1.4B Over Non-Solicitation Agreements

Published on October 1, 2025

The advisors abruptly left to form Loxahatchee Capital and immediately began soliciting UBS clients, the wirehouse alleges.

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Biggest Quarter Ever for RIA Deals: DeVoe

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Private equity-backed consolidators represented the majority of Q3 activity, fueling consolidation, the consulting firm reports.

Moving Averages of the Ivy Portfolio and S&P 500: September 2025

October 1, 2025
Valid until the market close on October 31, 2025This 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.