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.

cityam.com - Business Wire - Linvo Sets Sights on AI-Led Wealth Management, Opens AI Advisor Roles for 2026
Linvo Sets Sights on AI-Led Wealth Management, Opens AI Advisor Roles for 2026
City AM

Linvo AG, a Zurich-based multi-family office and wealth management firm, today set out its vision for the year ahead, naming applied artificial intelligence as the centre of its strategy for 2026 and opening a new set of AI advisor roles to deliver…

marketbeat.com - BNB Wealth Management LLC Invests $5.61 Million in Apple Inc. $AAPL
BNB Wealth Management LLC Invests $5.61 Million in Apple Inc. $AAPL
MarketBeat

BNB Wealth Management LLC bought a new position in Apple Inc. (NASDAQ:AAPL - Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor…

marketwatch.com - Industrial Shares Rose on Iran Deal -- Industrials Roundup
Industrial Shares Rose on Iran Deal -- Industrials Roundup
MarketWatch

Shares on U.S. manufacturers and transportation companies rose with the broader market on the signing of a peace deal between the U.S. and Iran. Elon Musk boosted his voting power in Tesla to 20% by turning some of his stock options into shares…

marketbeat.com - BNB Wealth Management LLC Invests $750,000 in Micron Technology, Inc. $MU
BNB Wealth Management LLC Invests $750,000 in Micron Technology, Inc. $MU
MarketBeat

BNB Wealth Management LLC acquired a new position in shares of Micron Technology, Inc. (NASDAQ:MU - Free Report) in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund acquired 2,630 shares of…

marketbeat.com - Asset One Wealth Management LLC Takes Position in Visa Inc. $V
Asset One Wealth Management LLC Takes Position in Visa Inc. $V
MarketBeat

Asset One Wealth Management LLC purchased a new stake in Visa Inc. (NYSE:V - Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor…

marketbeat.com - 18,087 Shares in Amazon.com, Inc. $AMZN Purchased by BNB Wealth Management LLC
18,087 Shares in Amazon.com, Inc. $AMZN Purchased by BNB Wealth Management LLC
MarketBeat

BNB Wealth Management LLC bought a new position in shares of Amazon.com, Inc. (NASDAQ:AMZN - Free Report) in the fourth quarter, according to the company in its most recent filing with the SEC. The firm bought 18,087 shares of the e-commerce…

marketbeat.com - 31,046 Shares in CSX Corporation $CSX Acquired by BNB Wealth Management LLC
31,046 Shares in CSX Corporation $CSX Acquired by BNB Wealth Management LLC
MarketBeat

BNB Wealth Management LLC purchased a new position in shares of CSX Corporation (NASDAQ:CSX - Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased…

marketbeat.com - BNB Wealth Management LLC Buys New Shares in Netflix, Inc. $NFLX
BNB Wealth Management LLC Buys New Shares in Netflix, Inc. $NFLX
MarketBeat

BNB Wealth Management LLC purchased a new position in Netflix, Inc. (NASDAQ:NFLX - Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased 15,350 shares…

marketbeat.com - Merck & Co., Inc. $MRK Shares Bought by IHT Wealth Management LLC
Merck & Co., Inc. $MRK Shares Bought by IHT Wealth Management LLC
MarketBeat

IHT Wealth Management LLC boosted its holdings in shares of Merck & Co., Inc. (NYSE:MRK - Free Report) by 18.2% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The…

marketbeat.com - BNB Wealth Management LLC Takes Position in Meta Platforms, Inc. $META
BNB Wealth Management LLC Takes Position in Meta Platforms, Inc. $META
MarketBeat

BNB Wealth Management LLC bought a new position in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) in the fourth quarter, according to the company in its most recent filing with the SEC. The fund bought 2,932 shares of the social…

marketbeat.com - BNB Wealth Management LLC Makes New Investment in Alphabet Inc. $GOOG
BNB Wealth Management LLC Makes New Investment in Alphabet Inc. $GOOG
MarketBeat

BNB Wealth Management LLC bought a new position in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm…

marketbeat.com - MGB Wealth Management LLC Sells 9,938 Shares of AppLovin Corporation $APP
MGB Wealth Management LLC Sells 9,938 Shares of AppLovin Corporation $APP
MarketBeat

MGB Wealth Management LLC decreased its stake in shares of AppLovin Corporation (NASDAQ:APP - Free Report) by 10.9% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 80,828…

marketbeat.com - Asset One Wealth Management LLC Takes Position in Marathon Petroleum Corporation $MPC
Asset One Wealth Management LLC Takes Position in Marathon Petroleum Corporation $MPC
MarketBeat

Asset One Wealth Management LLC acquired a new stake in shares of Marathon Petroleum Corporation (NYSE:MPC - Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund acquired 17,276…

marketbeat.com - 19,017 Shares in AbbVie Inc. $ABBV Acquired by Asset One Wealth Management LLC
19,017 Shares in AbbVie Inc. $ABBV Acquired by Asset One Wealth Management LLC
MarketBeat

Asset One Wealth Management LLC acquired a new position in shares of AbbVie Inc. (NYSE:ABBV - Free Report) in the 4th quarter, according to the company in its most recent filing with the SEC. The fund acquired 19,017 shares of the company's stock…

marketbeat.com - 20,365 Shares in Prologis, Inc. $PLD Purchased by Asset One Wealth Management LLC
20,365 Shares in Prologis, Inc. $PLD Purchased by Asset One Wealth Management LLC
MarketBeat

Asset One Wealth Management LLC purchased a new position in Prologis, Inc. (NYSE:PLD - Free Report) during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund purchased 20,365 shares of the real…

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