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.
Whalen Wealth Management Inc. Buys 3,235 Shares of Apple Inc. $AAPL
Whalen Wealth Management Inc. lifted its position in Apple Inc. (NASDAQ:AAPL - Free Report) by 45.1% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The…
Vivid Wealth Management LLC Lowers Stake in Palantir Technologies Inc. $PLTR
Vivid Wealth Management LLC reduced its stake in shares of Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) by 21.0% in the third quarter, according to its most recent filing with the SEC. The fund owned 17,048 shares of the company's stock…
7,485 Shares in Reddit Inc. $RDDT Purchased by Revisor Wealth Management LLC
Revisor Wealth Management LLC acquired a new position in shares of Reddit Inc. (NYSE:RDDT - Free Report) during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The…
Microsoft Corporation $MSFT is Whalen Wealth Management Inc.'s 8th Largest Position
Whalen Wealth Management Inc. lifted its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 106.7% in the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 9,288 shares of the…
Investors are hoping for a Santa Claus rally. Here's what market pros see for the year-end trading window.
Investors tend to ask for the same thing every year for Christmas: for Santa to bring them a rally. The Santa Claus rally refers to the seasonal stock market uptrend that investors enjoy (or at least hope for) in the last five trading days of the…
Zebra Technologies: Deep Value And Positive Market Outlook (NASDAQ:ZBRA)
We believe Zebra Technologies is deeply undervalued after a 36% stock decline despite robust fundamentals. Zebra's expanding distributor network and channel partner programs have strengthened global reach and driven revenue growth, especially…
Bloomberg Surveillance TV: December 23rd, 2025
The economy and the markets are 'under surveillance' as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And join…
Silvercrest: Unique Asset Manager, Building Toward The Next Phase Of Growth (NASDAQ:SAMG)
Silvercrest Asset Management Group is a financially robust, low-risk wealth manager focused on ultra-high-net-worth clients, offering a strong 5.72% dividend yield. SAMG's growth outlook is uncertain, hinging on early-stage international expansion…
Behind the Scenes of Flagstar Bank's Latest Options Trends - Flagstar Bank (NYSE:FLG)
Financial giants have made a conspicuous bullish move on Flagstar Bank. Our analysis of options history for Flagstar Bank (NYSE:) revealed 12 unusual trades. Delving into the details, we found 58% of traders were bullish, while 33% showed bearish…
Precarious' is Wall Street's defining word for 2026
As we head into 2026, markets are generally pretty bullish. Despite a couple of policy-related hiccups and bubble scares in 2025, the S&P 500, Dow Jones, and Nasdaq all posted healthy returns. And why shouldn't that continue? Analysts are of the…
FTSE fails to sparkle in tame pre-holiday trade
News from The City, market updates plus comment and analysis from our business desk I would like to be emailed about offers, event and updates from Evening Standard. Read our privacy notice. The FTSE 100 drifted lower on Wednesday in lacklustre…
It's too late for some last-minute tax moves - but these can be tackled with days to go in 2025
There is still time for certain year-end moves that could boost your refund or reduce your tax bill for 2025. Most planning strategies must be completed by Dec. 31 to count for 2025. With limited days left, you could consider tax-loss or tax-gain…
FTSE fails to sparkle in tame pre-holiday trade
The FTSE 100 drifted lower on Wednesday in lacklustre trading ahead of the Christmas break, although a chunky disposal by BP brought some life to proceedings. The FTSE 100 index closed down 18.54 points, 0.2%, at 9,870.68. The FTSE 250 ended down…
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Here Are 3 Hidden Financial Red Flags in Retirement
Financially supporting adult children can quietly erode retirement savings if it comes at the expense of your own long-term security. Market downturns early in retirement make rigid withdrawal rules risky, underscoring the need for flexibility and…
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Michael Saylor Has a New Story to Tell. Strategy 'Goes Beyond Bitcoin Exposure
Shares of bitcoin-linked company Strategy has fallen over 45% in the past year, underperforming the world's biggest cryptocurrency. Michael Saylor, Strategy's cofounder and executive chairman, said 'what we're building goes beyond bitcoin…
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