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.
NVIDIA Corporation $NVDA Stock: Chesapeake Wealth Management Decreases Holdings
Chesapeake Wealth Management reduced its position in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 6.8% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned…
Apple Inc. $AAPL Stock Holdings Cut by Factor Wealth Management LTD
Factor Wealth Management LTD reduced its holdings in Apple Inc. (NASDAQ:AAPL - Free Report) by 49.2% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 17,844 shares of the iPhone maker's…
Energy Transfer LP $ET Stock Sold by Avior Wealth Management LLC
Avior Wealth Management LLC lessened its stake in Energy Transfer LP (NYSEAMERICAN:ET - Free Report) by 83.8% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned…
Aberdeen Wealth Management LLC Acquires 5,983 Shares of Microsoft Corporation $MSFT
Aberdeen Wealth Management LLC acquired a new stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm…
Asset One Wealth Management LLC Makes New $37.99 Million Investment in Microsoft Corporation $MSFT
Asset One Wealth Management LLC bought a new position in Microsoft Corporation (NASDAQ:MSFT - Free Report) in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 96,016…
The stock market's record-high margin debt is keeping Wall Street pros up at night
It may not be long before the whole US stock market has a Situational Awareness moment. At least, that's the worst-case scenario being mulled by some analysts on Wall Street, who have increasingly turned their attention to one eye-popping statistic…
Wall Street Banks Explore Tokenization as Blockchain Adoption Grows
Wall Street giants Goldman Sachs, Wells Fargo and Morgan Stanley are increasingly exploring blockchain tokenization, highlighting its potential to transform financial markets, cross-border payments and wealth management. During their third-quarter…
Dead money' for a decade: Why this hedge fund approach may deliver an advantage over bonds
Investors may want to rethink their bond allocation and opt for managed futures exposure. DBi's Andrew Beer suggests the popular hedge fund strategy could deliver a modern twist to traditional 60/40 portfolios. '[Bonds have] been dead money for the…
Goldman Sachs, Wells Fargo, Morgan Stanley see tokenization as a growth play, not a threat
Tokenization, or the process of bringing financial and real-world assets onto a blockchain, has been generating headlines in recent months, with a growing number of companies saying they're offering, or planning to offer, versions of equities…
AI stocks plunge. Inflation heats up. Where we're still finding opportunities
The sinking AI trade and hotter-than-expected inflation data rattled last week's stock market. But solid bank earnings and a rotation beyond tech gave us reasons for optimism. The Nasdaq's 4.5% weekly decline broke a four-week winning streak and…
Citigroup: 3 Key Takeaways for Long-Term Investors
On its third quarter of 2026 earnings call, held on Oct. 13, 2026, Citigroup (C +0.85%) reported net income of $5.2 billion. The bank's continuing structural overhaul cuts corporate overhead expenses to fund artificial intelligence upgrades and…
1,920,498 Shares in Microsoft Corporation $MSFT Purchased by Cibc World Market Inc.
Cibc World Market Inc. purchased a new stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund purchased 1,920,498 shares of the…
Airtree co-founder Daniel Petre backs fund manager Savana
Airtree Ventures co-founder Daniel Petre is tipping some of his personal wealth into fund manager Savana Active ETFs, a Sydney-based firm hoping to take on sector giants such as Betashares and BlackRock's iShares. Petre's investment valued Savana…
UK families urged to act now as pension change costs households 'substantially more'
Households are being urged to act now A major change to pension rules is set to be ‘felt by hundreds of thousands' of British families, a tax planning firm has warned. Currently, pensions are exempted from Inheritance Tax, but from April…
General Dynamics Corporation $GD Stock Purchased by Cyndeo Wealth Partners LLC
Cyndeo Wealth Partners LLC boosted its stake in shares of General Dynamics Corporation (NYSE:GD - Free Report) by 744.5% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The…
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