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.
Western Wealth Management LLC Increases Holdings in Apple Inc. $AAPL
Western Wealth Management LLC raised its stake in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 32.5% in the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 348,678 shares of the iPhone…
Whitaker Myers Wealth Managers LTD. Increases Stock Position in Alphabet Inc. $GOOGL
Whitaker Myers Wealth Managers LTD. grew its position in shares of Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 398.2% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.
Johnson Wealth Management LLC Makes New $2.41 Million Investment in Gilead Sciences, Inc. $GILD
Johnson Wealth Management LLC acquired a new stake in Gilead Sciences, Inc. (NASDAQ:GILD - Free Report) during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The firm acquired 19,097 shares of the…
Accounting Doesn't Have A Marketing Problem-It Has A Work Problem
Gregg Mojica is Founder & CEO at Kinter.ai. The accounting profession is short on people (paywall), and it knows it. So, the profession is doing what struggling categories do. It's trying to fix its image. A recent Journal of Accountancy piece lays…
GAM Reinforces Commitment to Japan with Appointment of Norio Suzuki as President
PRESS RELEASE: Tokyo/London, 18 August 2026 GAM Reinforces Commitment to Japan with Appointment of Norio Suzuki as President Suzuki brings more than 30 years of experience serving Japanese institutional investors and financial institutions GAM…
Look to broader AI infrastructure bets in a maturing market, experts say
The 2026 AI Index Report from Stanford's Institute for Human-Centred AI found global corporate AI investment more than doubled in 2025, with private investment growing 127.5 per cent. Generative AI captured nearly half of all private funding in the…
The 'Jamie premium' nears $1 trillion as JP Morgan flirts with historic market valuation
JPMorgan Chase is closing in on a milestone no bank has ever reached. The financial giant was worth roughly $970 billion on Monday morning—a modest stock-market rally away from becoming the first bank in the world with a $1 trillion market…
Wealth is spreading beyond India's metros: Julius Baer India
Julius Baer, one of the world's oldest wealth management firms, has had a presence in India for nearly 30 years. The bank currently operates across seven cities and employs close to 300 people in the country. Globally, Julius Baer has a 135-year…
Why Philanthropy Is A School For Inheritance
Sergey Stopnevich, founder of Wise Wolves Corporation. When business owners think about inheritance, the conversation usually starts with assets. How should wealth be transferred? Which structures will protect it? Who will eventually take over the…
7 Lessons In Business From 'Survivor
Erik Clarke is a business executive and chief financial officer (Trans Lease, Inc.) from Denver, Colorado. As a chief financial officer, I spend my days allocating capital, evaluating risk and making strategic decisions. As a longtime fan…
Why Corporate Bottom Lines Demand More Than Plug-And-Play AI Strategy
Ivan Illan is the Founder & Chief Investment Officer at AWAIM Global and bestselling author of 'Success as a Financial Advisor for Dummies.' Over the past two years, boardrooms and earnings calls have sounded more like tech expos than…
Duos Technologies Group, Inc. (DUOT) Q2 2026 Earnings Call Transcript
Duos Technologies Group, Inc. (DUOT) Q2 2026 Earnings Call August 17, 2026 4:30 PM EDT Doug Recker - CEO, President & Director Adrian Goldfarb - Interim Chief Financial Officer Brett Knoblauch - Cantor Fitzgerald & Co., Research Division Edward Woo…
Wrexham AFC names Royal Bank of Canada (RBC) as Official Bank Partner and Back-of-Kit Sponsor
TORONTO and WREXHAM, Wales, Aug. 17, 2026 /CNW/ -- Wrexham AFC and RBC, a top 10 bank globally based on market capitalization, today announced RBC as the Club's new Back-of-Kit Sponsor, the Official Bank Partner and Official Wealth Management…
While You're Enjoying the Market's Winning Streak, Don't Forget to Protect Your Gains
Investors can't help but be pleased with the market's performance over the past three years. There have been intermittent signs of volatility when world events made the market temporarily shaky, but overall, there's been a positive upward trend for…
India Inc. delivers strongest earnings in 10 quarters; markets stay in the red
India's corporate earnings just posted their best quarter in two-and-a-half years, according to the latest India Strategy report by Motilal Oswal Financial Services Ltd., yet the stock market stayed in red. Weighed down by surging crude oil prices…
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