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.
Linvo Sets Sights on AI-Led Wealth Management, Opens AI Advisor Roles for 2026
Linvo AG, a Zurich-based multi-family office and wealth management firm, today set out its vision for the year ahead, naming applied artificial intelligence as the centre of its strategy for 2026 and opening a new set of AI advisor roles to deliver…
BNB Wealth Management LLC Invests $5.61 Million in Apple Inc. $AAPL
BNB Wealth Management LLC bought a new position in Apple Inc. (NASDAQ:AAPL - Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor…
Industrial Shares Rose on Iran Deal -- Industrials Roundup
Shares on U.S. manufacturers and transportation companies rose with the broader market on the signing of a peace deal between the U.S. and Iran. Elon Musk boosted his voting power in Tesla to 20% by turning some of his stock options into shares…
BNB Wealth Management LLC Invests $750,000 in Micron Technology, Inc. $MU
BNB Wealth Management LLC acquired a new position in shares of Micron Technology, Inc. (NASDAQ:MU - Free Report) in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund acquired 2,630 shares of…
Asset One Wealth Management LLC Takes Position in Visa Inc. $V
Asset One Wealth Management LLC purchased a new stake in Visa Inc. (NYSE:V - Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor…
18,087 Shares in Amazon.com, Inc. $AMZN Purchased by BNB Wealth Management LLC
BNB Wealth Management LLC bought a new position in shares of Amazon.com, Inc. (NASDAQ:AMZN - Free Report) in the fourth quarter, according to the company in its most recent filing with the SEC. The firm bought 18,087 shares of the e-commerce…
31,046 Shares in CSX Corporation $CSX Acquired by BNB Wealth Management LLC
BNB Wealth Management LLC purchased a new position in shares of CSX Corporation (NASDAQ:CSX - Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased…
BNB Wealth Management LLC Buys New Shares in Netflix, Inc. $NFLX
BNB Wealth Management LLC purchased a new position in Netflix, Inc. (NASDAQ:NFLX - Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased 15,350 shares…
Merck & Co., Inc. $MRK Shares Bought by IHT Wealth Management LLC
IHT Wealth Management LLC boosted its holdings in shares of Merck & Co., Inc. (NYSE:MRK - Free Report) by 18.2% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The…
BNB Wealth Management LLC Takes Position in Meta Platforms, Inc. $META
BNB Wealth Management LLC bought a new position in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) in the fourth quarter, according to the company in its most recent filing with the SEC. The fund bought 2,932 shares of the social…
BNB Wealth Management LLC Makes New Investment in Alphabet Inc. $GOOG
BNB Wealth Management LLC bought a new position in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm…
MGB Wealth Management LLC Sells 9,938 Shares of AppLovin Corporation $APP
MGB Wealth Management LLC decreased its stake in shares of AppLovin Corporation (NASDAQ:APP - Free Report) by 10.9% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 80,828…
Asset One Wealth Management LLC Takes Position in Marathon Petroleum Corporation $MPC
Asset One Wealth Management LLC acquired a new stake in shares of Marathon Petroleum Corporation (NYSE:MPC - Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund acquired 17,276…
19,017 Shares in AbbVie Inc. $ABBV Acquired by Asset One Wealth Management LLC
Asset One Wealth Management LLC acquired a new position in shares of AbbVie Inc. (NYSE:ABBV - Free Report) in the 4th quarter, according to the company in its most recent filing with the SEC. The fund acquired 19,017 shares of the company's stock…
20,365 Shares in Prologis, Inc. $PLD Purchased by Asset One Wealth Management LLC
Asset One Wealth Management LLC purchased a new position in Prologis, Inc. (NYSE:PLD - Free Report) during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund purchased 20,365 shares of the real…
Receive a Daily briefing on Wealth Management Industry News
Get Started