Monthly Archives: March 2023

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LPL adds Cetera team managing $250 million

Money Matters, a firm that managed $250 million at Cetera, has joined LPL Financial, the firm announced Monday. Money Matters has offices in Tampa, Florida, and Gadsen, Alabama. It was founded by its CEO, Ron Clark. Clark, advisor George Brkljacic and seven staffers are making the move to LPL. Clark...
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Blackstone’s BREIT Now Trading on

“The first trade of Class D BREIT shares was executed in the LODAS marketplace at $14.42, which is equal to January’s NAV and just below February’s NAV of $14.47,” said Brian King, LODAS Markets CEO. “This is big news for investors as BREIT capped redemptions for the fo...
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Private Equity Continued To Beat Public Markets In 2022

Despite the market turbulence last year, private investments were more resilient to rising interest rates and inflation than their public market counterpartsm according to a market overview by Conshohocken, Pa.-based Hamilton Lane, a leading private equity firm. The report concluded that private equ...
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