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.
In Wealth Management, Trust Is Becoming Infrastructure
AI can now draft a financial plan in seconds. That is why tens of billions in market value vanished in February—and why the firms that endure will be the ones that own the control points, not the ones with the warmest handshake. In the…
The new arms race in wealth management: Winning the ultra-wealthy
More wealth management firms are seeking growth by chasing the surging ranks of the ultra-wealthy and their more profitable accounts. CNBC's inaugural Elite Advisors list for 2026 recognizes 25 of the nation's leading investment advisors serving…
What the wealth managers are telling clients about private markets
ata published by industry body the Australian Investment Council indicates $161 billion in Australian funds are invested in private assets, an investment category that includes private equity funds, private credit funds and infrastructure assets.
CNBC Elite Advisors: Top ultra-high net worth wealth management firms for 2026
CNBC Elite Advisors is CNBC's new list of leading wealth management firms serving high net worth and ultra-high net worth clients. UHNW wealth management is generally designed for individuals or families with $20 million to $30 million or more in…
Elk River Wealth Management LLC Sells 22,103 Shares of PulteGroup, Inc. $PHM
Elk River Wealth Management LLC lowered its holdings in shares of PulteGroup, Inc. (NYSE:PHM - Free Report) by 27.3% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional…
Elk River Wealth Management LLC Lowers Holdings in Uber Technologies, Inc. $UBER
Elk River Wealth Management LLC reduced its position in shares of Uber Technologies, Inc. (NYSE:UBER - Free Report) by 58.5% during the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned…
Elk River Wealth Management LLC Purchases Shares of 42,089 Netflix, Inc. $NFLX
Elk River Wealth Management LLC purchased a new stake in Netflix, Inc. (NASDAQ:NFLX - Free Report) during the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 42,089 shares of the…
Elk River Wealth Management LLC Increases Stock Holdings in GE Vernova Inc. $GEV
Elk River Wealth Management LLC increased its stake in shares of GE Vernova Inc. (NYSE:GEV - Free Report) by 84.0% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional…
Elk River Wealth Management LLC Lowers Stock Holdings in L3Harris Technologies Inc $LHX
Elk River Wealth Management LLC lessened its stake in L3Harris Technologies Inc (NYSE:LHX - Free Report) by 26.5% during the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 22,268…
Elk River Wealth Management LLC Invests $4.50 Million in Intuitive Surgical, Inc. $ISRG
Elk River Wealth Management LLC purchased a new stake in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG - Free Report) in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission…
Baron Wealth Management LLC Purchases 4,091 Shares of Alphabet Inc. $GOOG
Baron Wealth Management LLC lifted its position in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 87.5% during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 8,769 shares…
Athena Wealth Management LLC Increases Stake in Bank of America Corporation $BAC
Athena Wealth Management LLC increased its position in shares of Bank of America Corporation (NYSE:BAC) by 56.0% during the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 26,463 shares of…
Athena Wealth Management LLC Invests $1.11 Million in The Allstate Corporation $ALL
Athena Wealth Management LLC acquired a new stake in shares of The Allstate Corporation (NYSE:ALL - Free Report) in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional…
Athena Wealth Management LLC Acquires 9,037 Shares of Cisco Systems, Inc. $CSCO
Athena Wealth Management LLC raised its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) by 59.7% in the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The…
Elk River Wealth Management LLC Acquires Shares of 31,196 The PNC Financial Services Group, Inc $PNC
Elk River Wealth Management LLC acquired a new stake in shares of The PNC Financial Services Group, Inc (NYSE:PNC - Free Report) in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm…
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