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 one wealth management firm built the analytical infrastructure that most advisors still don't have
Opinions expressed by Digital Journal contributors are their own. Most financial advisors understand equity compensation in theory. RSUs vest over time. PSUs are tied to performance milestones. Pre-IPO shares are worth whatever the market decides…
The Wealth Industry Has A Personalization Problem
Elie Nour is the Founder and CEO at Nour Private Wealth, a wealth management firm catering to UHNW and institutional clients. Every year, the wealth management industry publishes another survey confirming something many advisors already…
Can the 'Vanguard Effect' Upend Wealth Management?
In the mid-1970s, Jack Bogle's experiment with low-cost index funds at an asset manager owned by its investors ushered in what came to be known as The Vanguard Effect, a low-cost investing environment that reshaped the industry. That bet paid off…
Apple Inc. $AAPL Shares Bought by Ducere Wealth Management LLC
Ducere Wealth Management LLC increased its stake in Apple Inc. (NASDAQ:AAPL - Free Report) by 46.3% in the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 28,966 shares of the…
Apple Inc. $AAPL Shares Sold by Gilliland Jeter Wealth Management LLC
Gilliland Jeter Wealth Management LLC reduced its stake in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 2.3% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned…
Keebeck Wealth Management Invests $2.61 Million in Caterpillar Inc. $CAT
Keebeck Wealth Management bought a new position in shares of Caterpillar Inc. (NYSE:CAT - Free Report) during the 2nd quarter, according to its most recent 13F filing with the SEC. The firm bought 2,455 shares of the industrial products company's…
Legacy Wealth Managment LLC ID Has $715,000 Position in Viper Energy Inc. $VNOM
Legacy Wealth Managment LLC ID lessened its holdings in shares of Viper Energy Inc. (NASDAQ:VNOM - Free Report) by 63.0% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned…
Keebeck Wealth Management Makes New Investment in Tesla, Inc. $TSLA
Keebeck Wealth Management purchased a new stake in Tesla, Inc. (NASDAQ:TSLA - Free Report) in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The firm purchased 11,601 shares of the electric vehicle producer's stock…
TRB Wealth Management LLC Acquires Shares of 1,663 Caterpillar Inc. $CAT
TRB Wealth Management LLC acquired a new stake in Caterpillar Inc. (NYSE:CAT - Free Report) in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired 1,663 shares of the industrial…
Northwestern Mutual Wealth Management Co. Raises Holdings in Incyte Corporation $INCY
Northwestern Mutual Wealth Management Co. lifted its position in shares of Incyte Corporation (NASDAQ:INCY - Free Report) by 62.9% during the second quarter, according to its most recent Form 13F filing with the SEC. The institutional investor…
Asset One Wealth Management LLC Takes Position in Broadcom Inc. $AVGO
Asset One Wealth Management LLC bought a new stake in Broadcom Inc. (NASDAQ:AVGO - Free Report) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund…
Kingsview Wealth Management LLC Invests $7.69 Million in Abbott Laboratories $ABT
Kingsview Wealth Management LLC purchased a new position in shares of Abbott Laboratories (NYSE:ABT - Free Report) during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased…
Urban Wealth Management LLC Acquires 7,492 Shares of Amazon.com, Inc. $AMZN
Urban Wealth Management LLC boosted its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 35.1% during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional…
Autodesk, Inc. $ADSK Shares Acquired by Northwestern Mutual Wealth Management Co.
Northwestern Mutual Wealth Management Co. grew its stake in Autodesk, Inc. (NASDAQ:ADSK - Free Report) by 395.4% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional…
Laidlaw Wealth Management LLC Acquires New Stake in Tesla, Inc. $TSLA
Laidlaw Wealth Management LLC acquired a new stake in shares of Tesla, Inc. (NASDAQ:TSLA - Free Report) in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund acquired…
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