LPLA Jan 2025 180.000 put
- Barrons.com
Week’s Best: Advisors Share Their Best Investing Ideas
With the stock market reaching new highs, we asked investment advisors to share what sectors and stocks they are buying now. Don Calcagni, chief investment officer, Mercer Advisors said, “I’m far more excited about what’s happening in private markets than public markets.” Many members of the wealth management industry were shocked when LPL Financial fired longtime CEO Dan Arnold for making statements to employees that violated the company’s code of conduct.
- Insider Monkey
Is This the Best Time to Add LPL Financial Holdings (LPLA) to Your Portfolio?
Oakmark Funds, advised by Harris Associates, released its “Oakmark Equity and Income Fund” third quarter 2024 investor letter. A copy of the letter can be downloaded here. The fund delivered 6.16% during the quarter compared to the Lipper Balanced Fund Index’s 5.55% return. The equity portfolio returned 7.30% in the quarter, compared to 5.89% for the […]
- Zacks
Blue Owl Capital Enters Into an Agreement to Acquire IPI Partners
OWL's acquisition of IPI will add nearly $10.5 billion in assets under management and further enhance Blue Owl's existing digital infrastructure strategy.
