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.

How Younger Investors Will Change The Face of Wealth Management
This content has been created by the Finextra editorial team with inputs from subject matter experts at the funding sponsor. Stepping away from the Temenos Community Forum 2025, Eric Mellor, Wealth Management Specialist, MEA and APAC, Temenos…

Market Seeking Confirmation of Growth: UBS's Lovell
UBS Global Wealth Management Senior US Equity Strategist Nadia Lovell discusses earnings expectations. She speaks with Romaine Bostick on “The Close.” (Source: Bloomberg)…

Capital market stock hits new high, surges 51% from March low; here's why
Shares of Anand Rathi Wealth hit a record high of ₹2,388.75, as they surged 8 per cent on the BSE in Monday's intra-day trade in an otherwise weak market after the brokerage firm reported a strong set of earnings for the June 2025 quarter…
Earnings, inflation, and the trade war - it's about to be a big week for markets
The stock market is heading into a week chock-full of possible catalysts. US stocks continued to dip slightly from record highs notched last Thursday, but the move down was fairly tame even as traders assessed President Donald Trump's latest tariff…

Bitcoin hits new high for 'crypto week'
Bitcoin touched a new all-time high Monday as US lawmakers focus on pro-crypto legislation. (AP Photo/Rick Bowmer, File) Bitcoin continued its rapid climb and hit another all-time high Monday as U.S. lawmakers begin a week focused on passing…

Stocks End Higher on Trade Talk Hopes | The Close 7/14/2025
Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today's guests are RBC Capital Markets' Amy Wu Silverman, Citizen JMP's Devin Ryan…

Bitcoin sets new record as crypto markets expect Trump to ease regulations - National
Bitcoin surpassed US$120,000 for the first time on Monday, marking a milestone for the world's largest cryptocurrency as investors bet on long-sought policy wins for the industry this week. Bitcoin scaled a record high of US$123,153.22 before…

Best Stocks: How to trade 3 top names on the list reporting earnings this week
(This is The Best Stocks in the Market, brought to you by Josh Brown and Sean Russo of Ritholtz Wealth Management.) Josh — Earnings season is super annoying for trend-following investment strategies. The potential for both positive and…

Real Estate Investment In The Era Of Trade, Tariff Changes
Jeff Bartel is chairman and managing director of Hamptons Group, a private investment and strategic advisory firm headquartered in Miami. New tariffs are influencing global real estate investment strategies as investors reevaluate their capital…

Sunrun Stock To $7?
Sunrun (NASDAQ: RUN) is the leading residential solar installer in the U.S. based on market share. The company's position has become increasingly unstable due to a mix of policy changes, financial pressures, and shifting market dynamics. There's…
ASX set to rise, Wall Street advances amid doubts about Trump's tariffs
, register or subscribe to save articles for later. Add articles to your saved list and come back to them any time. US stock indexes are hanging near their records on Monday following President Donald Trump's latest updates to his tariffs, as…
Saving vs investing in your future: the right balance for you
When we talk about saving and investing, we generally think of it as setting some money aside for the future. Go deeper into it, however, and it becomes clear we're talking about two quite distinct activities. For example, what do we mean by the…

Analysts have been raising their earnings estimates on these stocks reporting this week
This week marks the first full week of earnings season, and several stocks have been building profit momentum over the past few months, based on analysts' increased estimates. This week, 35 companies in the S & P 500 and six members of the Dow…

U.S. stocks close higher as investors monitor tariffs, await earnings
NEW YORK, July 14 (Xinhua) -- U.S. stocks rose modestly on Monday, as investors braced for the unofficial start of second-quarter earnings season, while renewed trade tensions added uncertainty. The Dow Jones Industrial Average gained 88.14 points…

Swiss bourse handed a US$300mil headache
ZURICH: Romeo Lacher was full of ideas when he sold the payment services division of Switzerland's stock exchange SIX Group AG to French firm Worldline SA in 2018. The 2.75 billion Swiss franc (US$3.5bil) deal gave SIX a 27% stake in Worldline and…
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