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.
Apple Inc. $AAPL Shares Sold by Jackson Wealth Management LLC
Jackson Wealth Management LLC lowered its stake in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 92.4% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 15,419…
Apple Inc. $AAPL Stock Bought by Orgel Wealth Management LLC
Orgel Wealth Management LLC raised its position in Apple Inc. (NASDAQ:AAPL - Free Report) by 32.3% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 10,340…
Power Wealth Management LLC Sells 2,127 Shares of Amazon.com, Inc. $AMZN
Power Wealth Management LLC trimmed its position in Amazon.com, Inc. (NASDAQ:AMZN) by 13.3% in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 13,921 shares…
Avaii Wealth Management LLC Acquires 36,295 Shares of NVIDIA Corporation $NVDA
Avaii Wealth Management LLC increased its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 197.6% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The…
CMH Wealth Management LLC Cuts Stock Position in Apple Inc. $AAPL
CMH Wealth Management LLC trimmed its position in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 1.9% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned…
Parr Mcknight Wealth Management Group LLC Grows Holdings in Microsoft Corporation $MSFT
Parr Mcknight Wealth Management Group LLC lifted its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 11.4% during the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 77,395 shares of…
When Regulation Changes Who Becomes Rich
Economic debates about inequality usually begin with a familiar question: Who has how much income? It is an important question. But perhaps it is not the only one we should be asking. A society can change who becomes rich without substantially…
UK women given pension warning and 'left with little income
Divorce battles over money have reached an 18-year high – as experts warn the “real danger” could be that women are being left financially exposed in retirement, with pension sharing being omitted from settlements. Newspage…
SEC seeks to ease advisors' custody burdens with discretionary trading
Key insight: The SEC wants to prevent RIAs from falling under onerous custody requirements when they exercise their discretionary authority to trade client assets while also providing a self-custody option for client assets. Supporting data:…
BlackRock's next big tokenization bet
For most investors, building a portfolio still means either buying a collection of stocks, bonds and funds themselves or handing the job to an asset manager. Tokenization may eventually blur that distinction. BlackRock, the world's largest asset…
Opinion: International flavour: Canadian investors may want to make like Ottawa, diversify beyond U.S.
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How to Protect Your Portfolio as the Fed Raises Interest Rates
The Federal Reserve recently hiked interest rates at its September meeting, and that is generally not good news for stocks. The Fed raised its target range by 25 basis points to 3.75%-4%, marking the first time it had increased the federal funds…
High interest rates are foreclosing on the American home remodeling dream
Homeowners locked into 2-3% mortgages are staying put rather than refinancing, but with HELOCs now too expensive to tap, many are stuck unable to afford the very upgrades that would make staying worthwhile. Big-ticket item purchases have fallen…
How Playing Dead Can Maximize Your Investment Returns (Seriously)
There's a well-known study that Fidelity produced years ago that reviewed thousands of brokerage accounts and looked at the returns in each. The anecdotal conclusion: The best-performing accounts belonged to deceased account holders. Right behind…
Raymond James Financial (NYSE:RJF) Upgraded to 'Hold' at Wells Fargo & Company
Raymond James Financial (NYSE:RJF - Get Free Report) was upgraded by equities researchers at Wells Fargo & Company to a 'hold' rating in a research report issued on Friday, MarketBeat.com reports. The brokerage presently has a $172.00 price target…
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