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.
Nour Private Wealth (NPW), an Independent Wealth Management Firm, Highlights Rise of Stewardship as UHNW Families Navigate Global Uncertainty
Nour Private Wealth (NPW), an independent wealth management firm, reports a notable shift in how ultra high net worth (UHNW) families are approaching wealth management in today's uncertain global environment. TORONTO, May 19, 2026 /CNW/ - A growing…
Manulife Wealth & Asset Management Appoints Jeff Kellogg as Head of Global Investment Products
BOSTON and TORONTO, May 19, 2026 /CNW/ - Manulife Wealth & Asset Management (Manulife WAM) today announced the appointment of Jeffrey M. Kellogg as its new Head of Global Investment Products. Kellogg will report directly to Paul Lorentz, President…
Manulife Wealth & Asset Management Appoints Fraser Wiswell as New Head of Canada Retirement
TORONTO, May 19, 2026 /CNW/ - Manulife Wealth & Asset Management (Manulife WAM) today announced the appointment of Fraser Wiswell as Head of Canada Retirement. In this role, Wiswell will lead Manulife's Group Retirement business, overseeing…
Western Wealth Management LLC Trims Holdings in Vertiv Holdings Co. $VRT
Western Wealth Management LLC decreased its holdings in shares of Vertiv Holdings Co. (NYSE:VRT - Free Report) by 78.5% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned…
JPMorgan Chase & Co. $JPM Stake Increased by BankPlus Wealth Management LLC
BankPlus Wealth Management LLC grew its holdings in JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 177.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor…
Heritage Wealth Management Inc. CA Sells 1,271 Shares of Broadcom Inc. $AVGO
Heritage Wealth Management Inc. CA trimmed its holdings in Broadcom Inc. (NASDAQ:AVGO - Free Report) by 7.9% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 14,840…
Industrials Down on Wholesale Inflation Fears -- Industrials Roundup
Shares of industrial and transportation companies fell amid concerns about wholesale inflation. Rising energy prices due to the closure of the Strait of Hormuz could significantly increase inflation and interest-rate risks, strategists warned. One…
GC Wealth Management RIA LLC Has $157.79 Million Stock Holdings in Alphabet Inc. $GOOGL
GC Wealth Management RIA LLC reduced its holdings in Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 9.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 504,131 shares…
Energy Up as Oil Futures Remain Elevated -- Energy Roundup
Shares of energy companies rose as oil futures remained elevated. 'Oil markets are operating under a veneer of stability, but the underlying system remains acutely stressed,' said Ben Hoff, a strategist at French brokerage Societe Generale, citing…
Investors don't trust AI to handle their money, Janus Henderson survey shows
Wealth management was one of several industries that fell victim to the AI hysteria earlier this year. The budding technology would soon replace the need for financial advisors, portfolio strategists, and tax planners, the thinking went. That may…
Investment Advisor Sells $5.9 Million Worth of REAL, According to Latest SEC Filing
On May 15, 2026, Kanen Wealth Management LLC disclosed it sold 466,403 shares of The RealReal (REAL +4.53%), an estimated $5.90 million trade based on the quarterly average price. This online marketplace specializes in authenticated, consigned…
Is this Canada's Moment in Markets?
New polling from Fidelity Investments Canada shows Canadian equities is #1 for financial advisors right now over other regions and asset classes TORONTO, May 19, 2026 /CNW/ - In a geopolitically uncertain world, financial advisors across the…
Stocks to Watch: Cava, Red Robin, Mayville Engineering, Viavi Solutions
Cava reported 32% sales growth in its latest quarter and boosted its full-year guidance, citing increased traffic and the restaurant chain's value proposition. Shares gained 6.7% to $83.36 in after-hours trading on Tuesday. Red Robin Gourmet Burger…
Communications Services Down, Amid Rate Worries -- Communications Services Roundup
Communications-services fell, slipping into the red for the year to date, amid interest-rate concerns. Heavily indebted sectors may struggle as Treasury yields march higher, strategists warned. The SPDR Select Sector Communications Services…
Celanese Raises Prices on Some Engineered Materials Products
Celanese announced a series of price increases for certain engineered materials products, which will take place on June 1 or as contracts allow. The price increase comes in response to a number of factors, including recent market developments and…
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