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.
CANACCORD GENUITY GROUP INC. THROUGH ITS WEALTH MANAGEMENT BUSINESS IN THE UK & CROWN DEPENDENCIES ANNOUNCES ACQUISITION OF EFG HARRIS ALLDAY
TORONTO and LONDON, Aug. 18, 2026 /CNW/ -- Canaccord Genuity Group Inc. (TSX: CF) (the 'Company') is pleased to announce that through its wealth management business in the UK & Crown Dependencies, it has entered into an agreement to acquire the…
IBD Elite 2026: Download FP's list of the largest independent brokerages in wealth management
Financial Planning's IBD Elite study ranks the largest independent brokerages in wealth management each year, based on the firms' reported annual revenue. The document includes multiple tables that break down the 37 firms' advisory fees…
Activest Wealth Management Trims Holdings in Tesla, Inc. $TSLA
Activest Wealth Management trimmed its holdings in Tesla, Inc. (NASDAQ:TSLA - Free Report) by 25.5% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor…
Apollon Wealth Management LLC Trims Position in Invesco QQQ $QQQ
Apollon Wealth Management LLC decreased its position in shares of Invesco QQQ (NASDAQ:QQQ - Free Report) by 1.7% during the 2nd quarter, according to its most recent disclosure with the SEC. The firm owned 95,002 shares of the exchange traded…
Maridea Wealth Management LLC Takes Position in Uber Technologies, Inc. $UBER
Maridea Wealth Management LLC purchased a new position in shares of Uber Technologies, Inc. (NYSE:UBER - Free Report) in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor…
Palantir Technologies Inc. $PLTR Shares Bought by Mindset Wealth Management LLC
Mindset Wealth Management LLC grew its position in Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) by 29.4% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The…
Citigold Summer Analyst Program concludes immersive visit to SZ
Citigold recently concluded a full-day immersive visit to Shenzhen, under its Citigold Summer Analyst Program, designed to equip the next generation of wealth professionals with firsthand insights into the forefront of technology and financial…
BCS Wealth Management Invests $564,000 in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
BCS Wealth Management acquired a new position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.
Aegis Wealth Management LLC Invests $3.33 Million in Dyne Therapeutics, Inc. $DYN
Aegis Wealth Management LLC acquired a new stake in Dyne Therapeutics, Inc. (NASDAQ:DYN - Free Report) in the second quarter, according to its most recent filing with the SEC. The fund acquired 150,030 shares of the company's stock, valued at…
Apollon Wealth Management LLC Has $40.96 Million Position in Johnson & Johnson $JNJ
Apollon Wealth Management LLC increased its stake in shares of Johnson & Johnson (NYSE:JNJ - Free Report) by 20.3% during the second quarter, according to the company in its most recent filing with the SEC. The fund owned 161,278 shares of the…
Texas Capital Bank Wealth Management Services Inc Invests $1.02 Million in BlackRock $BLK
Texas Capital Bank Wealth Management Services Inc bought a new stake in BlackRock (NYSE:BLK - Free Report) during the second quarter, according to its most recent filing with the SEC. The firm bought 1,057 shares of the asset manager's stock…
Zoetis Inc. $ZTS Shares Bought by Texas Capital Bank Wealth Management Services Inc
Texas Capital Bank Wealth Management Services Inc raised its position in Zoetis Inc. (NYSE:ZTS - Free Report) by 124.9% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.
Ascentis Wealth Management LLC Acquires 614,731 Shares of NextEra Energy, Inc. $NEE
Ascentis Wealth Management LLC boosted its holdings in shares of NextEra Energy, Inc. (NYSE:NEE - Free Report) by 8,282.6% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange…
Texas Capital Bank Wealth Management Services Inc Purchases New Shares in MSCI Inc $MSCI
Texas Capital Bank Wealth Management Services Inc purchased a new position in shares of MSCI Inc (NYSE:MSCI - Free Report) during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund…
VCI Wealth Management LLC Lowers Stock Holdings in Advanced Micro Devices, Inc. $AMD
VCI Wealth Management LLC lessened its holdings in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) by 96.3% during the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 360 shares…
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