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.

marketbeat.com - Tesla, Inc. $TSLA Shares Sold by Modera Wealth Management LLC
Tesla, Inc. $TSLA Shares Sold by Modera Wealth Management LLC
MarketBeat

Modera Wealth Management LLC lowered its position in shares of Tesla, Inc. (NASDAQ:TSLA - Free Report) by 12.1% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned…

marketbeat.com - Mastercard Incorporated $MA Shares Sold by Modera Wealth Management LLC
Mastercard Incorporated $MA Shares Sold by Modera Wealth Management LLC
MarketBeat

Modera Wealth Management LLC decreased its holdings in Mastercard Incorporated (NYSE:MA - Free Report) by 16.5% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 10,928…

marketbeat.com - NextEra Energy, Inc. $NEE Shares Purchased by Modera Wealth Management LLC
NextEra Energy, Inc. $NEE Shares Purchased by Modera Wealth Management LLC
MarketBeat

Modera Wealth Management LLC raised its stake in NextEra Energy, Inc. (NYSE:NEE - Free Report) by 30.3% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor…

marketbeat.com - Modera Wealth Management LLC Cuts Holdings in Toronto Dominion Bank (The) $TD
Modera Wealth Management LLC Cuts Holdings in Toronto Dominion Bank (The) $TD
MarketBeat

Modera Wealth Management LLC lowered its position in Toronto Dominion Bank (The) (NYSE:TD - Free Report) TSE: TD by 8.3% in the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 98,646 shares of the…

marketbeat.com - United Parcel Service, Inc. $UPS Shares Sold by Modera Wealth Management LLC
United Parcel Service, Inc. $UPS Shares Sold by Modera Wealth Management LLC
MarketBeat

Modera Wealth Management LLC cut its stake in shares of United Parcel Service, Inc. (NYSE:UPS - Free Report) by 13.7% in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The…

marketbeat.com - Horst & Graben Wealth Management LLC Raises Stock Holdings in Amazon.com, Inc. $AMZN
Horst & Graben Wealth Management LLC Raises Stock Holdings in Amazon.com, Inc. $AMZN
MarketBeat

Horst & Graben Wealth Management LLC boosted its position in Amazon.com, Inc. (NASDAQ:AMZN) by 86.6% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional…

marketbeat.com - Quadrant Private Wealth Management LLC Reduces Stock Holdings in Southern Copper Corporation $SCCO
Quadrant Private Wealth Management LLC Reduces Stock Holdings in Southern Copper Corporation $SCCO
MarketBeat

Quadrant Private Wealth Management LLC lowered its holdings in shares of Southern Copper Corporation (NYSE:SCCO - Free Report) by 89.0% in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund…

marketbeat.com - Modera Wealth Management LLC Has $51.85 Million Stock Holdings in Johnson & Johnson $JNJ
Modera Wealth Management LLC Has $51.85 Million Stock Holdings in Johnson & Johnson $JNJ
MarketBeat

Modera Wealth Management LLC lowered its stake in Johnson & Johnson (NYSE:JNJ - Free Report) by 3.7% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional…

marketbeat.com - Microsoft Corporation $MSFT Shares Acquired by Walser Wealth Management Company A Ltd Liability Co
Microsoft Corporation $MSFT Shares Acquired by Walser Wealth Management Company A Ltd Liability Co
MarketBeat

Walser Wealth Management Company A Ltd Liability Co lifted its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 40.7% during the first quarter, according to its most recent disclosure with the Securities & Exchange…

marketbeat.com - Walser Wealth Management Company A Ltd Liability Co Has $2.54 Million Position in Apple Inc. $AAPL
Walser Wealth Management Company A Ltd Liability Co Has $2.54 Million Position in Apple Inc. $AAPL
MarketBeat

Walser Wealth Management Company A Ltd Liability Co lifted its holdings in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 49.4% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange…

thestandard.com.hk - Gloria Leung - HK 'pivotal' as gateway to North Asia, mainland
HK 'pivotal' as gateway to North Asia, mainland
The Standard

As Hong Kong maintains its position as the world's third-largest financial center this year, the city has become more pivotal to DBS' broader Asian growth strategy, alongside its Singapore headquarters, said Sebastian Paredes, head of North Asia at…

globenewswire.com - Bitwise Europe - Alfakraft Fonder AB and Bitwise Announce Strategic Partnership to Expand Institutional Digital Asset Investment Solutions
Alfakraft Fonder AB and Bitwise Announce Strategic Partnership to Expand Institutional Digital Asset Investment Solutions
GlobeNewswire

Alfakraft Fonder AB and Bitwise Announce Strategic Partnership to Expand Institutional Digital Asset Investment Solutions Stockholm, Sweden – 20 July 20 2026 – Alfakraft Fonder AB ('Alfakraft'), an independent Nordic asset manager…

fortune.com - Winnie Hsu - Korea's AI-heavy market now sets the tone for global stocks
Korea's AI-heavy market now sets the tone for global stocks
Fortune

For fund managers in London, New York and Tokyo, a new ritual has emerged before trading gets underway: checking South Korean stocks. Once a peripheral market for many global investors, Korea's $4 trillion equity market is offering an early read on…

businessinsider.com - Alice Tecotzky - Meet the JPMorgan wealth planner in your college team's locker room
Meet the JPMorgan wealth planner in your college team's locker room
Business Insider

Like others in wealth management, Mikael Lemieux is used to talking about taxes and investing— he's just sometimes doing it from inside a locker room. Lemieux works in JPMorgan's Athlete Center of Excellence, which launched in March as an…

seekingalpha.com - David Desjardins - Nvidia: AI Infrastructure Hitting Physical And Financial Limits (NASDAQ:NVDA)
Nvidia: AI Infrastructure Hitting Physical And Financial Limits (NASDAQ:NVDA)
Seeking Alpha

Nvidia's revenue growth trajectory is intimately connected to hyperscaler CapEx, which is expected to reach a record $1.0 trillion in calendar 2027. During the most recent earnings conference call, NVDA's CFO mentioned that AI infrastructure…

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