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.
M&A Activity in Wealth Management Set to Accelerate
While “the sky is not falling” for firms weighing whether to enter an increasingly frenzied M&A market, experts are expecting the rate of activity to increase in the years to come. DeVoe & Company founder David DeVoe offered his…
Fetterman Wealth Management Group at Morgan Stanley-Sean Fetterman And Adam Fetterman
With 30+ years of industry experience, clients have come to rely on Fetterman Wealth Management Group at Morgan Stanley. Financial Advisors Sean Fetterman, Adam Fetterman, David Raphan and Brandon Fetterman have helped make the critical decisions…
Fetterman Wealth Management Group At Morgan Stanley-David Raphan and Brandon Fetterman
As Financial Advisors focused on serving ultra-high-net-worth families, David Raphan and Brandon Fetterman bring a modern perspective to the family business of wealth management. They are proud to be the next generation of advisors on a team that…
86,850 Shares in NIKE, Inc. $NKE Acquired by Platform Wealth Management LLC
Platform Wealth Management LLC bought a new stake in shares of NIKE, Inc. (NYSE:NKE - Free Report) in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor bought 86,850…
Broadcom Inc. $AVGO Holdings Lessened by Parr Mcknight Wealth Management Group LLC
Parr Mcknight Wealth Management Group LLC decreased its holdings in Broadcom Inc. (NASDAQ:AVGO - Free Report) by 3.9% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The…
Northwestern Mutual Wealth Management Co. Acquires 15,411 Shares of Synchrony Financial $SYF
Northwestern Mutual Wealth Management Co. grew its holdings in shares of Synchrony Financial (NYSE:SYF - Free Report) by 41.0% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The…
Northwestern Mutual Wealth Management Co. Boosts Stock Position in Royal Bank Of Canada $RY
Northwestern Mutual Wealth Management Co. increased its stake in shares of Royal Bank Of Canada (NYSE:RY - Free Report) TSE: RY by 30.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange…
Industrials Up as Traders Rotate Into Old Economy Sectors -- Industrials Roundup
Shares of industrial and transportation companies rose as traders rotated into 'old economy' sectors as a semiconductor rally stalled. New weekly jobless claims rose 13,000 to 225,000 in the latest tally, ahead of economists' expectations. Elon…
Dynasty Wealth Management LLC Purchases Shares of 4,882 Old Dominion Freight Line, Inc. $ODFL
Dynasty Wealth Management LLC purchased a new stake in Old Dominion Freight Line, Inc. (NASDAQ:ODFL - Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased…
Eiken Industries 1H Parent Net Y97.00M Vs Net Y196.00M
Eiken Industries Co. Ltd. (7265.TO) Japan Half-Year Ended April 30 PARENT 2026 2025 Revenue Y3.89 bln Y4.07 bln Operating Profit Y102.00 mln Y249.00 mln Pretax Profit Y115.00 mln Y274.00 mln Net Profit Y97.00 mln Y196.00 mln Per share Earnings…
Stocks to Watch: Lululemon, Guidewire, ServiceTitan, Almonty Industries
Lululemon cut its outlook for the year and reported falling sales in North America, citing headwinds from a dispute with founder Chip Wilson and an underwhelming response to new products. The stock fell 11% to $111.11 in after-hours trading…
Meridian3 Industrials Acquisition Corp. Seeks to Raise $175M in IPO
Meridian3 Industrials Acquisition Corp. filed to raise $175 million in an initial public offering. The blank check company plans to offer 17.5 million units for $10 each, with each unit containing one share and one-third of a warrant to buy a share…
Almonty Industries Shares Slide Ahead of $700M Convertible Senior Notes Offering
Shares of Almonty Industries fell after the company said it would raise $700 million of debt through a convertible senior notes offering. The stock was down 14% to $17.72 in trading after the bell on Thursday. Shares closed up 3.6% at $20.68, and…
Supabase Hits $10.5 Billion Valuation With Latest Funding Round
Supabase raised $500 million in its latest investment round and reached a $10.5 billion post-money valuation. The provider of ready-to-use backend tools for website creation said its Series F funding round was led by the sovereign wealth fund of…
Online Reputation As Marketing Asset For Financial Advisors
Marc Rogers, Founder/CEO of Producers Prospect, is a financial advisor, coach and industry leader with over 20 years of experience. For decades, financial advisors built successful businesses primarily through referrals, networking, seminars and…
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