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A $6 billion Commonwealth/LPL Financial team has split off to become a hybrid registered investment advisor, while keeping ties to LPL Financial as its custodian and broker/dealer. Bartholomew & Company, which is based in Worcester, Mass., announced Monday it was launching as a hybrid RIA, with its roughly 5,000 clients moving from Commonwealth custodian Fidelity…
Citrin Cooperman today acquired LGA, a Boston-area accounting and business advisory firm. Processing Content LGA services mid-market businesses, entrepreneurs and families. The deal expands the Top 25 Firm’s New England footprint and adds roughly 150 professionals to the team. Citrin acquired “substantially all the assets” of LGA. As is common for firms operating in alternative…
Listen to the article 10 min This audio is auto-generated. Please let us know if you have feedback. The American dream has long been tied to owning a business. But as the U.S. experiences millions of baby boomer entrepreneurs near retirement, many are discovering that finding the right successor can be just as difficult as…
SAN DIEGO, July 7, 2026 /PRNewswire/ — Robbins Geller Rudman & Dowd LLP announces that purchasers or acquirers of Commvault Systems, Inc. (NASDAQ: CVLT) securities between April 29, 2025 and January 26, 2026, all dates inclusive (the “Class Period”), have until Friday, July 17, 2026 to seek appointment as lead plaintiff of the Commvault class action…
The network found no evidence that McClain knew of the Pentagon’s later moves to integrate xAI’s Grok models, or that she traded on nonpublic information, and she holds no committee seats overseeing defence or technology. She does sit on the Financial Services Committee, and Capitol Trades, which tracks congressional disclosures, lists her household with 1,443 trades over three years, more…
The Securities and Exchange Commission and Commodity Futures Trading Commission today issued a joint request for public comment on potential opportunities to harmonize, modernize, and streamline data reporting requirements in their regulation of the security-based swap and swap markets, respectively. “Extensive data collection, if not appropriately calibrated, can hinder, rather than enhance, understanding and accountability,”…
Happy workers stay at their jobs longer. That saves companies money, as they don’t have to worry about hiring or training new workers nearly as often. In fact, companies that offer at least some form of remote-work option have 25% less turnover, according to 2017 research from remote video-conferencing hardware maker Owl Labs. Over half…
IIFL has initiated coverage on Adani Power with a target price of Rs 240, compared to current market price of Rs 220 and estimated EBITDA to quadruple by FY33-35E. The brokerage in a report said that its SoTP-based 12-month target price of Rs 240 per share values Adani at an implied FY28E EV/Ebitda of 20x,…
by Calculated Risk on 1/09/2026 02:15:00 PM Today, in the Calculated Risk Real Estate Newsletter: The “Home ATM” Mostly Closed in Q3 A brief excerpt: During the housing bubble, many homeowners borrowed heavily against their perceived home equity – jokingly calling it the “Home ATM” – and this contributed to the subsequent housing bust, since…
While SpaceX is due to join the Nasdaq-100 on Tuesday, it won’t become part of the S&P 500 for at least another year — likely furthering the volatility spread between those two indexes.