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.
Wealth Management Stocks Fall After Vanguard Aquires Tech Platform
Vanguard's ambition to expand in financial advice is causing some trepidation among investors in the industry's incumbents. Shares of Charles Schwab and LPL Financial were off more than 2% in morning trading Wednesday after Vanguard announced the…
Exclusive | Vanguard Buys Wealth Management Platform Altruist in $4 Billion Deal
Vanguard Group has struck a roughly $4 billion deal to acquire fintech platform Altruist to further its push into financial advice, people familiar with the matter said. Altruist, founded in 2018, is an upstart competitor to Charles Schwab and…
Northwestern Mutual Wealth Management Co. Acquires New Holdings in CSW Industrials, Inc. $CSW
Northwestern Mutual Wealth Management Co. acquired a new stake in shares of CSW Industrials, Inc. (NYSE:CSW - Free Report) during the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund…
Northwestern Mutual Wealth Management Co. Acquires Shares of 7,742 Armstrong World Industries, Inc. $AWI
Northwestern Mutual Wealth Management Co. bought a new stake in Armstrong World Industries, Inc. (NYSE:AWI - Free Report) during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The fund bought 7,742 shares of…
FCA bans wealth manager trio behind £35.5m investor visa scam
The financial watchdog has banned and fined a trio of former wealth managers after discovering they operated a scheme designed to help clients slip past UK investor visa rules. The Financial Conduct Authority (FCA) found that three Dolfin Financial…
Northwestern Mutual Wealth Management Co. Takes $1.32 Million Position in CF Industries Holdings, Inc. $CF
Northwestern Mutual Wealth Management Co. acquired a new stake in CF Industries Holdings, Inc. (NYSE:CF - Free Report) during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund…
Northwestern Mutual Wealth Management Co. Purchases New Shares in Alcoa $AA
Northwestern Mutual Wealth Management Co. purchased a new position in Alcoa (NYSE:AA - Free Report) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor…
Northwestern Mutual Wealth Management Co. Invests $890,000 in Copart, Inc. $CPRT
Northwestern Mutual Wealth Management Co. purchased a new stake in shares of Copart, Inc. (NASDAQ:CPRT - Free Report) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission…
Northwestern Mutual Wealth Management Co. Invests $991,000 in HP Inc. $HPQ
Northwestern Mutual Wealth Management Co. acquired a new stake in HP Inc. (NYSE:HPQ - Free Report) in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund…
Keebeck Wealth Management Takes Position in Walmart Inc. $WMT
Keebeck Wealth Management acquired a new position in shares of Walmart Inc. (NASDAQ:WMT - Free Report) in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired 30,702 shares of…
Northwestern Mutual Wealth Management Co. Invests $946,000 in ResMed Inc. $RMD
Northwestern Mutual Wealth Management Co. purchased a new position in ResMed Inc. (NYSE:RMD - Free Report) in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm purchased 4,856 shares of the…
Western Wealth Management LLC Buys Shares of 22,823 Skyworks Solutions, Inc. $SWKS
Western Wealth Management LLC purchased a new position in Skyworks Solutions, Inc. (NASDAQ:SWKS - Free Report) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased…
Western Wealth Management LLC Purchases New Holdings in Intercontinental Exchange Inc. $ICE
Western Wealth Management LLC acquired a new position in shares of Intercontinental Exchange Inc. (NYSE:ICE - Free Report) during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund acquired…
Northwestern Mutual Wealth Management Co. Makes New Investment in Humana Inc. $HUM
Northwestern Mutual Wealth Management Co. bought a new stake in Humana Inc. (NYSE:HUM - Free Report) during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund bought 2,824 shares of the…
Northwestern Mutual Wealth Management Co. Invests $1.55 Million in Celestica, Inc. $CLS
Northwestern Mutual Wealth Management Co. bought a new stake in Celestica, Inc. (NYSE:CLS - Free Report) TSE: CLS in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought…
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