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.
BCS Wealth Management Boosts Position in Microsoft Corporation $MSFT
BCS Wealth Management lifted its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 176.6% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The…
Revisor Wealth Management LLC Grows Holdings in Alphabet Inc. $GOOGL
Revisor Wealth Management LLC lifted its stake in Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 31.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned…
AE Wealth Management LLC Raises Stock Position in NVIDIA Corporation $NVDA
AE Wealth Management LLC boosted its position in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 9.8% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 3,071,793…
AE Wealth Management LLC Acquires 136,709 Shares of Amazon.com, Inc. $AMZN
AE Wealth Management LLC raised its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 10.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The…
Focused Wealth Management Inc Trims Stake in Meta Platforms, Inc. $META
Focused Wealth Management Inc trimmed its holdings in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 9.6% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The…
Aprio Wealth Management LLC Purchases 14,916 Shares of Broadcom Inc. $AVGO
Aprio Wealth Management LLC raised its position in Broadcom Inc. (NASDAQ:AVGO - Free Report) by 124.3% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned…
Inman Jager Wealth Management LLC Has $1.59 Million Stake in NVIDIA Corporation $NVDA
Inman Jager Wealth Management LLC boosted its stake in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 45.6% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The…
Industrials Up Amid Strong Earnings Season - Industrials Roundup
Shares of industrial and transportation companies rallied as traders weighed the implications of a surprisingly strong earnings season. BorgWarner shares rose after the auto-parts maker logged robust earnings growth. 'Generally speaking the U.S.
Energy Down With Oil Futures on Iran Optimism - Energy Roundup
Shares of energy companies slid alongside oil futures amid signs of progress in U.S.-Iranian diplomacy. U.S.-traded oil futures had initially tumbled by more than 10% to around $90 a barrel after reports that Iran was reviewing a peace proposal…
Owens Corning Sales Fall Amid Weak Housing Market
Owens Corning reported lower first-quarter sales as a weak housing market continues to hurt building products demand. The company posted a widened loss of $105 million, or $1.29 a share, compared with a loss of $93 million, or $1.08 a share, the…
Financial Services Roundup: Market Talk
The latest Market Talks covering Financial Services. Exclusively on Dow Jones Newswires at 4:20 ET, 12:20 ET and 16:50 ET. 0802 GMT – KKR shares now appear slightly to modestly undervalued relative to Morningstar's fair-value estimate after…
Noah Holdings: The Market Is Overpricing Risks (NYSE:NOAH)
Noah Holdings is pivoting from a commission-driven wealth management model to a recurring, asset management-focused revenue base, enhancing long-term earnings visibility. NOAH's overseas revenue share and performance-based income have surged…
Green Thumb Sales Climb After Entering Minnesota
Green Thumb Industries got a revenue boost in the first quarter by starting to sell recreational pot in Minnesota, offsetting a pullback in prices and higher competition in other markets. The second-biggest U.S. cannabis company by market…
Materials Up as Silver, Copper Surge - Materials Roundup
Producers of metals, grains and other raw materials rose as a rebound in risk appetite buoyed metals futures. Silver futures surged 5.1% to $76.81 an ounce. Copper futures, which are particularly sensitive to sentiment about the economic cycle…
Stuck in 'survival spending'? 5 ways to build wealth even when the odds seem stacked against you.
“Big Woe” — a despair-industrial complex driving clicks for journalists, votes for politicians and tenure for academics — relies on a simple claim: Someone broke the system, and they can fix it. That isn't true. But the…
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