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.
Allianz expands in Singapore wealth management
SINGAPORE – German insurer Allianz is seeking to build a leading wealth management and retirement business in Singapore through its acquisitions of HSBC Life Singapore and UOB Asset Management, less than two years after its attempt to take…
Wealth management has got junior advisors' first 90 days covered. What happens on day 91?
Ask any wealth management firm what a new advisor recruit can expect in the first 90 days, and you'll likely get a tidy answer that includes compliance training, licensing paperwork and an introduction to the team. Ask what happens after that in…
Mascagni Wealth Management Inc. Buys 1,563 Shares of Alphabet Inc. $GOOGL
Mascagni Wealth Management Inc. boosted its stake in Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 56.1% in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 4,347…
Alphabet Inc. $GOOGL Shares Sold by Chesapeake Wealth Management
Chesapeake Wealth Management trimmed its holdings in shares of Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 6.9% in the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 22,653 shares of the…
Gibbs Wealth Management Has $10.03 Million Stake in Amazon.com, Inc. $AMZN
Gibbs Wealth Management increased its position in Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 54.1% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional…
Keebeck Wealth Management Raises Stake in Amazon.com, Inc. $AMZN
Keebeck Wealth Management boosted its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 24.8% in the 1st quarter, according to the company in its most recent disclosure with the SEC. The firm owned 46,352 shares of the e-commerce…
Cassaday & Co Wealth Management LLC Lowers Stake in Microsoft Corporation $MSFT
Cassaday & Co Wealth Management LLC cut its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 1.9% in the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor owned 70,338 shares of the software…
Citigroup Inc. $C Shares Sold by Avior Wealth Management LLC
Avior Wealth Management LLC decreased its stake in shares of Citigroup Inc. (NYSE:C - Free Report) by 80.1% during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 11,298 shares of the company's stock after…
Castle Rock Wealth Management LLC Buys Shares of 16,015 AST SpaceMobile, Inc. $ASTS
Castle Rock Wealth Management LLC purchased a new position in shares of AST SpaceMobile, Inc. (NASDAQ:ASTS - Free Report) in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The firm purchased 16,015 shares of…
Stone Loft Wealth Management LLC Invests $620,000 in Microsoft Corporation $MSFT
Stone Loft Wealth Management LLC bought a new stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The firm bought 1,674 shares of the…
Castle Rock Wealth Management LLC Invests $2.31 Million in SpaceX $SPCX
Castle Rock Wealth Management LLC purchased a new position in shares of SpaceX (NASDAQ:SPCX - Free Report) in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The firm purchased 14,661 shares of the company's stock…
Qualcomm Incorporated $QCOM Stock Position Lowered by Avior Wealth Management LLC
Avior Wealth Management LLC decreased its position in Qualcomm Incorporated (NASDAQ:QCOM - Free Report) by 29.0% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm…
Jessup Wealth Management Inc Has $23.71 Million Position in NVIDIA Corporation $NVDA
Jessup Wealth Management Inc lifted its stake in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 8.1% during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 135,969…
Castle Rock Wealth Management LLC Buys 13,261 Shares of Intel Corporation $INTC
Castle Rock Wealth Management LLC lifted its stake in shares of Intel Corporation (NASDAQ:INTC - Free Report) by 87.2% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned…
Praetorian Wealth Management Inc. Takes $2.08 Million Position in CocaCola Company (The) $KO
Praetorian Wealth Management Inc. acquired a new stake in CocaCola Company (The) (NYSE:KO - Free Report) in the second quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor acquired 25,630 shares…
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