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.
Alphabet Inc. $GOOGL Shares Bought by Baron Wealth Management LLC
Baron Wealth Management LLC grew its stake in shares of Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 47.8% during the 1st quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 10,297 shares of the…
Bar Harbor Wealth Management Cuts Position in Lam Research Corporation $LRCX
Bar Harbor Wealth Management trimmed its stake in Lam Research Corporation (NASDAQ:LRCX - Free Report) by 14.8% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional…
Procter & Gamble Company (The) $PG is BCS Wealth Management's 4th Largest Position
BCS Wealth Management trimmed its position in shares of Procter & Gamble Company (The) (NYSE:PG - Free Report) by 50.3% during the 1st quarter, according to its most recent 13F filing with the SEC. The fund owned 95,712 shares of the company's…
Industrials Up as Inflation Fears Subside -- Industrials Roundup
Shares of industrial and transportation companies rose as inflation fears subsided. Shares of Rheinmetall tumbled after Germany scrapped a $17.2 billion project to build its biggest warship since the end of World War II in the latest sign of the…
Costco Wholesale Corporation $COST Shares Purchased by Harbour Wealth Management Group Inc.
Harbour Wealth Management Group Inc. increased its holdings in shares of Costco Wholesale Corporation (NASDAQ:COST - Free Report) by 134.0% during the first quarter, according to its most recent disclosure with the Securities and Exchange…
Baron Wealth Management LLC Has $14.43 Million Stake in Apple Inc. $AAPL
Baron Wealth Management LLC lifted its position in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 55.0% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned…
Smith Salley Wealth Management Has $38.84 Million Stock Position in Broadcom Inc. $AVGO
Smith Salley Wealth Management increased its position in shares of Broadcom Inc. (NASDAQ:AVGO - Free Report) by 30.0% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm…
Bar Harbor Wealth Management Has $3.80 Million Stock Holdings in Salesforce Inc. $CRM
Bar Harbor Wealth Management grew its stake in Salesforce Inc. (NYSE:CRM - Free Report) by 54.9% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 20,380…
Tax-Aware Investing: A Life Cycle, Not A Product
By Mamadou-Abou Sarr, Co-Founder and President, V-Square Quantitative Management. Tax-aware equity management has become one of the most widely adopted strategies in wealth management. By holding individual securities rather than a pooled vehicle…
Energy Down With Oil Futures -- Energy Roundup
Shares of energy companies fell alongside oil futures. New York-traded futures slid 3.9% to $70.34 a barrel, the lowest since Feb. 27, the day before the commencement of war in Iran. EG Group, operator of gas stations under brands such as…
U.S. Futures, European Stocks Mixed
U.S. futures for the S&P 500 were up 0.1% and futures for the Dow Jones Industrial Average declined 0.1%. Changes in futures do not necessarily predict movements after the opening bell. In Europe, the Stoxx Europe 600 was flat in morning trading.
Tradeweb Markets Launches Kalshi Page for Institutional Investors
Tradeweb Markets is launching a dedicated page to feature pricing from the prediction markets platform Kalshi. The page is meant to give institutional clients access to event contract data, the electronic trading marketplace said Wednesday. The…
How Finance Leaders Can Turn A Banner Year Into Future Resilience
Randy Sadler is a risk management expert and serves as principal and CMO at CIC Services, a captive insurance management firm. An unusually profitable year can create as much pressure as opportunity. Owners see stronger earnings. Shareholders see…
South Korea's IPO bust clouds equity markets as Chaebol structure restrains listings
New IPOs and proceeds in South Korea this year have fallen behind smaller regional peers such as Malaysia, according to LSEG data. Government efforts to boost corporate valuations by limiting parent-subsidiary listings are temporarily holding back…
Materials Down With Precious Metals -- Materials Roundup
Producers of metals, grains and other raw materials fell alongside precious metals futures as the U.S. dollar hit a 13-month high against rivals. For much of 2026, hedge funds had piled into the 'dollar debasement' trade, betting the U.S. central…
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