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.
Europe's Wealth Managers Are Turning Their Backs on Stock Rally
More European wealth managers have turned pessimistic on the region's stocks, taking the view that this year's rally is likely to falter while markets in the US and developing countries power ahead. Just seven out of 22 European private banks and…
How one wealth management firm built the analytical infrastructure that most advisors still don't have
Opinions expressed by Digital Journal contributors are their own. Most financial advisors understand equity compensation in theory. RSUs vest over time. PSUs are tied to performance milestones. Pre-IPO shares are worth whatever the market decides…
The Mosaic Company $MOS Shares Purchased by Northwestern Mutual Wealth Management Co.
Northwestern Mutual Wealth Management Co. grew its stake in shares of The Mosaic Company (NYSE:MOS - Free Report) by 157.1% in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 91,537…
NVIDIA Corporation $NVDA Shares Bought by Baker Tilly Wealth Management LLC
Baker Tilly Wealth Management LLC grew its holdings in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 7.4% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned…
Nebius Group N.V. $NBIS Shares Acquired by Northwestern Mutual Wealth Management Co.
Northwestern Mutual Wealth Management Co. boosted its holdings in Nebius Group N.V. (NASDAQ:NBIS - Free Report) by 1,439.7% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission.
DigitalOcean Holdings, Inc. $DOCN Holdings Decreased by Northwestern Mutual Wealth Management Co.
Northwestern Mutual Wealth Management Co. trimmed its holdings in shares of DigitalOcean Holdings, Inc. (NYSE:DOCN - Free Report) by 47.0% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission.
Franklin Resources, Inc. $BEN Shares Purchased by Northwestern Mutual Wealth Management Co.
Northwestern Mutual Wealth Management Co. boosted its position in shares of Franklin Resources, Inc. (NYSE:BEN - Free Report) by 237.2% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange…
Guidewire Software, Inc. $GWRE Holdings Trimmed by Northwestern Mutual Wealth Management Co.
Northwestern Mutual Wealth Management Co. reduced its position in shares of Guidewire Software, Inc. (NYSE:GWRE - Free Report) by 92.7% during the second quarter, according to the company in its most recent Form 13F filing with the Securities &…
Northwestern Mutual Wealth Management Co. Makes New Investment in Sempra Energy $SRE
Northwestern Mutual Wealth Management Co. bought a new stake in Sempra Energy (NYSE:SRE - Free Report) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm…
Tanager Wealth Management LLP Reduces Position in Amazon.com, Inc. $AMZN
Tanager Wealth Management LLP lessened its holdings in Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 9.8% during the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 20,252 shares of the…
Northwestern Mutual Wealth Management Co. Has $1.55 Million Position in Celestica, Inc. $CLS
Northwestern Mutual Wealth Management Co. lifted its stake in shares of Celestica, Inc. (NYSE:CLS - Free Report) TSE: CLS by 1,011.7% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The…
MOR Wealth Management LLC Buys New Shares in Prologis, Inc. $PLD
MOR Wealth Management LLC purchased a new stake in Prologis, Inc. (NYSE:PLD - Free Report) in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 9,002 shares of the real estate…
Reliance, Inc. $RS Shares Sold by Northwestern Mutual Wealth Management Co.
Northwestern Mutual Wealth Management Co. lowered its stake in Reliance, Inc. (NYSE:RS - Free Report) by 31.6% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 5,526 shares…
Kingsview Wealth Management LLC Sells 8,455 Shares of Intel Corporation $INTC
Kingsview Wealth Management LLC reduced its stake in Intel Corporation (NASDAQ:INTC - Free Report) by 10.9% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund…
Mindset Wealth Management LLC Raises Holdings in Meta Platforms, Inc. $META
Mindset Wealth Management LLC increased its stake in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 135.3% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 12,714 shares…
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