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.
Why Financial Industry Professionals Are Moving To Wealth Management
Corey McQuade is the Managing Partner of Northwestern Mutual - Chicago. | Scaling Elite Financial Advisory Teams. For years, the financial sector has been defined by high-octane performance and split-second decisions. Whether you are navigating the…
'Even better than tech.' A scramble into this sector is coming, warns veteran wealth manager.
It's a pinnacle day for earnings, with all eyes on the tech sector as Nvidia earnings come after the close. Are investors too blinded by AI that they're ignoring opportunity elsewhere? Our call of the day from veteran wealth manager Ted Oakley sees…
Industrials Up as Energy Inflation Fears Subside -- Industrials Roundup
Shares of industrial and transportation companies rose as concerns about energy inflation subsided. Jeep-maker Stellantis and Chinese partner Dongfeng Group established a new joint venture to manufacture and sell Dongfeng vehicles in selected…
The Evolution From Data Retrieval To Reasoning And Insight
Gargi Ray, VP Finance, Group Revenue Operations, Synopsys Inc. In my last article, we explored why 95% of AI projects stall at the prototype stage and how to bridge the gap toward integrated, governed financial workflows. But infrastructure…
Consumer Cos Up as Oil Futures Fall -- Consumer Roundup
Consumer companies rallied after generally strong earnings and a slide in oil prices. A 5.7% drop in oil futures based on hopes for a peace deal between the U.S. and Iran sparked a rally in airline shares. The U.S. Global JETS exchange-traded fund…
Materials Up on Hopes for U.S.-Iran Peace -- Materials Roundup
Producers of metals, grains and other raw materials rose on hopes for a breakthrough in U.S.-Iranian peace negotiations. Gold futures, which had retreated significantly due to concerns about the inflationary fallout of the Hormuz closure, rose 0.6%…
Premium Bonds savers told how to get 'more predictable' results
Premium Bonds holders have been cautioned that turbulent times may lie ahead for the popular savings product. This comes after recent changes were announced by provider NS&I to its monthly prize draw structure. NS&I has informed savers that it will…
Investment access eased for bank's wealth units
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Power Corp, Great-West Lifeco, IGM Financial Jointly Invest $150M in AI Fund
Power Corp. of Canada, Great-West Lifeco and IGM Financial are jointly investing $150-million into in a newly created fund called artificial intelligence-focused Sagard AI Fund LP. The fund will back AI-driven companies that are accelerating the…
Nvidia earnings could pose latest test for AI and Wall Street
Chip giant Nvidia is set to announce its latest earnings on Wednesday, providing a barometer for the fast-growing artificial intelligence industry at a bumpy moment for the U.S. economy. Analysts view Nvidia as a bellwether for the stock market and…
The Trade Desk: Market Is Underestimating Long-term Potential
Following the publication of my initiating coverage in early February 2026, TTD's stock price is down by another ~20%. Relative to its all-time high of $141.53 reached in December 2024, Trade Desk is now in the midst of a ~85% drawdown, by far the…
Stocks to Watch: Intuit, Applied Digital, Osisko, Banzai
Intuit is cutting 17% of its staff. Shares fell 13%, to $333, in after-hours trading Wednesday. Applied Digital entered a $7.5 billion lease agreement with a U.S. hyperscaler. The stock gained 7%, to $42.26, after the bell. Osisko Development said…
Utilities Up, but Not by Much, on Cyclical Bias -- Utilities Roundup
Shares of power producers rose, but not by as much as the broad market, as traders rotated back into cyclical sectors due to optimism about U.S.-Iran peace negotiations. Shares of power-plant owners Constellation Energy, NRG Energy and Vistra…
I have $888K in an IRA that's in 100% stocks. I get a 12-15% annual return, but pay 1.5% and don't have a dedicated financial adviser. Am I getting ripped off?
Indeed, what you're describing isn't just a service issue, it's a structural one. “You're being told to wait for real financial planning until you cross a certain asset level and that's backwards. The planning should come first, the…
Panda Trading Systems Retains Citizens Capital Markets & Advisory as Strategic Advisor
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