Wealth Management Industry News
A collection of Wealth Management latest news, analysis and best practices from top business influencers and the world's most trustworthy sources.
Apple Inc. $AAPL Shares Acquired by KFG Wealth Management LLC
KFG Wealth Management LLC boosted its stake in Apple Inc. (NASDAQ:AAPL - Free Report) by 13.9% in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned…
Maridea Wealth Management LLC Buys 4,877 Shares of Microsoft Corporation $MSFT
Maridea Wealth Management LLC grew its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 50.5% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 14,534…
18,648 Amazon.com, Inc. $AMZN Shares Acquired by Angeles Wealth Management LLC
Angeles Wealth Management LLC lifted its stake in Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 18.7% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 118,524…
Arbor Wealth Management LLC AZ Buys New Position in Amazon.com, Inc. $AMZN
Arbor Wealth Management LLC AZ purchased a new stake in Amazon.com, Inc. (NASDAQ:AMZN) during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 2,178…
Blue Bell Private Wealth Management LLC Boosts Stock Holdings in Microsoft Corporation $MSFT
Blue Bell Private Wealth Management LLC grew its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 9.2% in the second quarter, according to its most recent filing with the SEC. The fund owned 11,808 shares of the software…
My son's Trump Account app is boring. Here's why I think other investing apps should take note.
When I finally finished opening up my son's Trump Account, I was shocked at how boring the app was. Like many parents of babies born since 2025, I signed up for the Trump Account to get the free $1,000. My wife and I are saving up for a down…
Axis Bank To Hire 12,500 Freshers
'Get people young, train them, assimilate them, and grow them adequately.' Axis Bank, India's third largest private sector lender, plans to step up campus hiring to around 12,500 in 2026-2027 from 11,500 to 11,600 in 2025-2026 (FY26), even as…
We're Witnessing the Stock Market Do Something for Only the 6th Time in 98 Years, and History Couldn't Be Clearer What's Next for Stocks
With roughly three months left in 2026, it's shaping up as another big win for investors. As of midday trading on Sept. 29, the ageless Dow Jones Industrial Average (^DJI +0.49%), benchmark S&P 500 (^GSPC +0.73%), and tech-focused Nasdaq Composite…
Kraken Parent Integrates SGB Net for Instant Settlement for Digital Asset Trades
Kraken crypto exchange's parent firm Payward has integrated Singapore Gulf Bank's SGB Net, bringing always-on settlement to institutional digital asset markets. The bank will also onboard Kraken Prime as an additional source of digital asset…
Finances for raising a child
Over two decades, India's parenting economics have shifted dramatically. Raising a child was once a low-cost endeavour; today, in a semi-urban and urban India, navigating a child's life from the delivery room to a postgraduate convocation demands…
Spy chief Clayton, the Trump loyalist tech bosses trust on AI
The 60-year-old lawyer, who will keep his post as director of national intelligence, is unlikely to question the central place of artificial intelligence in the US economy, even as opposition to the technology grows among American voters. 'Jay…
7,553 NVIDIA Corporation $NVDA Shares Sold by Somerville Kurt F
Somerville Kurt F decreased its position in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 6.1% during the second quarter, according to the company in its most recent disclosure with the SEC. The firm owned 117,234 shares of the computer…
Corient Private Wealth LP Makes New Investment in Pentair plc $PNR
Corient Private Wealth LP purchased a new position in Pentair plc (NYSE:PNR - Free Report) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 19,505…
Energy Transfer LP (NYSE:ET) Stock Has Consensus Target Price of $24.36 According to Brokerages
Energy Transfer LP (NYSE:ET - Get Free Report) has received an average recommendation of 'Moderate Buy' from the seventeen ratings firms that are presently covering the firm, Marketbeat reports. Three equities research analysts have rated the stock…
Alley Investment Management Company LLC Sells 1,695 Shares of Apple Inc. $AAPL
Alley Investment Management Company LLC lessened its position in Apple Inc. (NASDAQ:AAPL - Free Report) by 1.4% in the 2nd quarter, according to its most recent filing with the SEC. The firm owned 120,432 shares of the iPhone maker's stock after…
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