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.

fortune.com - Angelica Ang - OCBC rolls out its 'avatar banking' platform with 'Wendy' and 'Wayne,' two virtual financial advisors, as banks integrate AI into wealth management
OCBC rolls out its 'avatar banking' platform with 'Wendy' and 'Wayne,' two virtual financial advisors, as banks integrate AI into wealth management
Fortune

Singapore's OCBC Bank unveiled an AI-enabled ‘avatar banking' app, allowing clients round-the-clock access to virtual relationship managers. Yet CEO Tan Teck Long pledged the new AI avatars won't replace the bank's human employees, as he…

computerweekly.com - Aaron Tan - OCBC rolls out AI avatars for wealth management | Computer Weekly
OCBC rolls out AI avatars for wealth management | Computer Weekly
ComputerWeekly.com

Singapore's OCBC Bank has unveiled a first-of-its-kind mobile app in Southeast Asia that uses artificial intelligence (AI) avatars to provide round-the-clock wealth management services to its customers. Dubbed OCBC WoW, the app features two digital…

marketbeat.com - Johnson & Johnson $JNJ Shares Sold by BKM Wealth Management LLC
Johnson & Johnson $JNJ Shares Sold by BKM Wealth Management LLC
MarketBeat

BKM Wealth Management LLC cut its holdings in shares of Johnson & Johnson (NYSE:JNJ - Free Report) by 24.3% during the first quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 12,970 shares of the…

marketbeat.com - NVIDIA Corporation $NVDA Position Raised by Dopkins Wealth Management LLC
NVIDIA Corporation $NVDA Position Raised by Dopkins Wealth Management LLC
MarketBeat

Dopkins Wealth Management LLC lifted its position in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 248.8% in the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 4,269 shares of the computer hardware…

marketbeat.com - Walmart Inc. $WMT Shares Bought by Apollon Wealth Management LLC
Walmart Inc. $WMT Shares Bought by Apollon Wealth Management LLC
MarketBeat

Apollon Wealth Management LLC boosted its holdings in shares of Walmart Inc. (NASDAQ:WMT - Free Report) by 18.3% in the first quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 407,717 shares of…

marketbeat.com - Focused Wealth Management Inc Increases Position in Microsoft Corporation $MSFT
Focused Wealth Management Inc Increases Position in Microsoft Corporation $MSFT
MarketBeat

Focused Wealth Management Inc lifted its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 76.7% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm…

thehindubusinessline.com - Ahmedabad-based Wealth First to acquire Mumbai wealth manager in ₹102-cr deal; targets ₹20,000 cr AUM
Ahmedabad-based Wealth First to acquire Mumbai wealth manager in ₹102-cr deal; targets ₹20,000 cr AUM
BusinessLine

Listed wealth management firm Wealth First Portfolio Managers Ltd has approved the acquisition of a controlling stake in Mumbai-based Wealth First Advisors Pvt Ltd (WFAPL) in a two-stage transaction valuing the target at ₹102.15 crore, as…

marketbeat.com - Dopkins Wealth Management LLC Boosts Stock Position in Apple Inc. $AAPL
Dopkins Wealth Management LLC Boosts Stock Position in Apple Inc. $AAPL
MarketBeat

Dopkins Wealth Management LLC lifted its stake in Apple Inc. (NASDAQ:AAPL - Free Report) by 49.1% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 17,867 shares of…

marketbeat.com - Alphabet Inc. $GOOGL Shares Purchased by Ritholtz Wealth Management
Alphabet Inc. $GOOGL Shares Purchased by Ritholtz Wealth Management
MarketBeat

Ritholtz Wealth Management raised its stake in Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 5.9% in the 1st quarter, according to its most recent filing with the SEC. The fund owned 165,581 shares of the information services provider's stock after…

marketbeat.com - Dopkins Wealth Management LLC Grows Stock Holdings in Amazon.com, Inc. $AMZN
Dopkins Wealth Management LLC Grows Stock Holdings in Amazon.com, Inc. $AMZN
MarketBeat

Dopkins Wealth Management LLC lifted its holdings in Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 153.9% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 5,548…

marketbeat.com - Microsoft Corporation $MSFT Shares Acquired by Greenup Street Wealth Management LLC
Microsoft Corporation $MSFT Shares Acquired by Greenup Street Wealth Management LLC
MarketBeat

Greenup Street Wealth Management LLC increased its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 34.5% during the first quarter, according to its most recent filing with the Securities & Exchange Commission. The firm…

marketbeat.com - Apollon Wealth Management LLC Sells 16,099 Shares of Stryker Corporation $SYK
Apollon Wealth Management LLC Sells 16,099 Shares of Stryker Corporation $SYK
MarketBeat

Apollon Wealth Management LLC trimmed its position in Stryker Corporation (NYSE:SYK - Free Report) by 62.2% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm…

marketbeat.com - Ritholtz Wealth Management Acquires 18,717 Shares of Amazon.com, Inc. $AMZN
Ritholtz Wealth Management Acquires 18,717 Shares of Amazon.com, Inc. $AMZN
MarketBeat

Ritholtz Wealth Management lifted its stake in Amazon.com, Inc. (NASDAQ:AMZN) by 7.5% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 269,083 shares…

marketbeat.com - Apollon Wealth Management LLC Raises Stock Holdings in Western Digital Corporation $WDC
Apollon Wealth Management LLC Raises Stock Holdings in Western Digital Corporation $WDC
MarketBeat

Apollon Wealth Management LLC lifted its holdings in Western Digital Corporation (NASDAQ:WDC - Free Report) by 35.6% in the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 8,838…

marketbeat.com - Tanager Wealth Management LLP Acquires 4,032 Shares of NVIDIA Corporation $NVDA
Tanager Wealth Management LLP Acquires 4,032 Shares of NVIDIA Corporation $NVDA
MarketBeat

Tanager Wealth Management LLP increased its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 25.2% in the 1st quarter, according to its most recent filing with the SEC. The fund owned 20,027 shares of the computer hardware…

Receive a Daily briefing on Wealth Management Industry News

Get Started