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.
HK's cross-boundary wealth management sees 9pc annual growth through 2030, Hui says
Hong Kong's cross-boundary wealth management is projected to grow by 9 percent annually on average from 2025 to 2030, cementing its status as the world's largest, said Christopher Hui Chun-yu, Secretary for Financial Services and the Treasury, in…
Cahaba Wealth Management Inc. Boosts Stake in Southern Company (The) $SO
Cahaba Wealth Management Inc. boosted its position in Southern Company (The) (NYSE:SO - Free Report) by 14.7% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The fund owned 389,578 shares of the utilities…
Axxcess Wealth Management LLC Sells 8,006 Shares of Visa Inc. $V
Axxcess Wealth Management LLC reduced its stake in shares of Visa Inc. (NYSE:V - Free Report) by 13.0% during the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 53,636 shares of the credit-card processor's stock…
Micron Technology, Inc. $MU Shares Sold by Axxcess Wealth Management LLC
Axxcess Wealth Management LLC lessened its holdings in shares of Micron Technology, Inc. (NASDAQ:MU - Free Report) by 19.5% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The…
Dell Technologies Inc. $DELL Shares Bought by Axxcess Wealth Management LLC
Axxcess Wealth Management LLC grew its holdings in shares of Dell Technologies Inc. (NYSE:DELL - Free Report) by 74.7% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The…
Axxcess Wealth Management LLC Lowers Stock Holdings in Eli Lilly and Company $LLY
Axxcess Wealth Management LLC cut its holdings in Eli Lilly and Company (NYSE:LLY - Free Report) by 8.9% in the 1st quarter, according to its most recent 13F filing with the SEC. The fund owned 20,366 shares of the company's stock after selling…
Axxcess Wealth Management LLC Trims Stake in Palo Alto Networks, Inc. $PANW
Axxcess Wealth Management LLC lessened its holdings in Palo Alto Networks, Inc. (NASDAQ:PANW - Free Report) by 37.8% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund…
Axxcess Wealth Management LLC Trims Stock Holdings in UnitedHealth Group Incorporated $UNH
Axxcess Wealth Management LLC cut its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 30.2% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission…
Axxcess Wealth Management LLC Invests $3.12 Million in Monster Beverage Corporation $MNST
Axxcess Wealth Management LLC bought a new stake in Monster Beverage Corporation (NASDAQ:MNST - Free Report) in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The firm bought 43,008 shares of the…
Axxcess Wealth Management LLC Sells 10,385 Shares of Philip Morris International Inc. $PM
Axxcess Wealth Management LLC decreased its position in Philip Morris International Inc. (NYSE:PM - Free Report) by 31.7% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.
Axxcess Wealth Management LLC Has $1.97 Million Holdings in Altria Group, Inc. $MO
Axxcess Wealth Management LLC lessened its position in shares of Altria Group, Inc. (NYSE:MO - Free Report) by 34.8% in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 29,833…
Industrial Logistics Properties Trust Doubles Quarterly Distribution
Industrial Logistics Properties Trust's board has doubled the company's quarterly distribution to 10 cents from 5 cents. The new payout, equal to 40 cents a year, represents an annual yield of about 4.67% based on Wednesday's closing price of…
U.S. Futures Rise, European Stocks Mixed
U.S. futures for the S&P 500 were up 0.3% and futures for the Dow Jones Industrial Average climbed 0.1%. Changes in futures do not necessarily predict movements after the opening bell. In Europe, the Stoxx Europe 600 gained 0.5% in morning trading.
NYMEX Overview: Crude, Products Retreat Amid Latest US-Iran Escalation -- OPIS
Energy futures moved lower midday Thursday as markets assessed the latest exchange of military strikes between the U.S. and Iran and the implications for oil flows through the Strait of Hormuz. As of 11:30 a.m. ET, the August West Texas…
FanDuel Reportedly Had Bryce Harper Send Personal Video to Gambling-Addicted Customer -- Market Talk
Flutter Entertainment's FanDuel had Philadelphia Phillies star Bryce Harper send a personalized video message to a big-betting customer in 2024 after that customer had incurred steep losses, according to a report from the The Philadelphia Inquirer.
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