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.
Dream Sports expands into wealth management, AI, and sports entertainment
After facing a ban on real-money gaming, Dream Sports, the parent company of Dream11, is strategically diversifying its portfolio into fintech, AI, and sports entertainment, including a new wealth management and stockbroking platform, to engage its…
LGT Wealth Management UK adopts Addepar platform
LGT Wealth Management UK has chosen Addepar, a data and artificial intelligence platform, to uspport its front-office and client service teams. The integration of Addepar will provide LGT Wealth Management UK with a system for clearer and more…
SeaCrest Wealth Management LLC Raises Stake in ServiceNow, Inc. $NOW
SeaCrest Wealth Management LLC raised its holdings in ServiceNow, Inc. (NYSE:NOW - Free Report) by 411.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 15,927 shares of the…
Netflix, Inc. $NFLX Shares Bought by SeaCrest Wealth Management LLC
SeaCrest Wealth Management LLC lifted its stake in shares of Netflix, Inc. (NASDAQ:NFLX - Free Report) by 836.1% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 44,240 shares…
Maridea Wealth Management LLC Increases Position in Amazon.com, Inc. $AMZN
Maridea Wealth Management LLC increased its position in shares of Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 18.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 45,426…
SeaCrest Wealth Management LLC Increases Holdings in Lam Research Corporation $LRCX
SeaCrest Wealth Management LLC lifted its position in Lam Research Corporation (NASDAQ:LRCX - Free Report) by 34.2% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The…
SeaCrest Wealth Management LLC Buys 11,454 Shares of Merck & Co., Inc. $MRK
SeaCrest Wealth Management LLC raised its stake in Merck & Co., Inc. (NYSE:MRK - Free Report) by 46.7% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned…
NVIDIA Corporation $NVDA Shares Purchased by Processus Wealth & Capital Management LLC
Processus Wealth & Capital Management LLC raised its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 3.4% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional…
Should you trust AI to manage your money? The finance industry is betting you will
“Talk to Chuck,” goes the famous ad slogan for Charles Schwab. These days, though, investors are just as likely to be talking to Claude for wealth management advice. Anthropic's popular tool is just one part of a broader wave of AI…
Bloomberg Businessweek Daily: Investing in Bermuda
Carol Massar and Tim Stenovec bring together the latest news from the world of business and finance and the interesting stories of global technology, politics, economics and more by harnessing the power of Bloomberg Businessweek reporters and…
GAM announces 2025 full year results
Ad hoc announcement pursuant to Art. 53 Listing Rules: GAM announces 2025 full year results GAM fully focused on growth with strengthened platform, new partnerships and leadership in place Financial Highlights for Full Year 2025 IFRS net loss after…
The oil market is in 'backwardation,' analysts say. Here's what that means for energy prices
The oil market is in backwardation: a phenomenon where futures with near-term deliveries are marketed at a premium over longer-dated contracts. Market watchers spoke to CNBC about what the backwardation says about investors' views on the Iran war…
Bain Gets Nearly $300 Million Loan for Australia Wealth Unit M&A
US buyout giant Bain Capital LP secured a A$430 million ($299 million) leveraged loan to back its purchase of the Australian wealth management unit of Perpetual Ltd., according to people familiar with the matter, adding momentum to the nation's…
Equitable, Corebridge Plan to Merge in All-Stock Deal, FT Says
US insurers Equitable Holdings Inc. and Corebridge Financial Inc. are set to merge in an all-stock deal valuing that combined business at $22 billion. The retirement, asset and wealth management giant would be called Equitable and manage $1.5…
What is a Bed & ISA? How to make the most of your tax-free allowance
The end of the tax year is just weeks away, meaning savers and investors are running out of time to make use of any remaining ISA allowance. You have until 5 April 2026 to make use of your £20,000 ISA allowance, letting you earn returns…
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