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.
Noble Wealth Management PBC Increases Position in ServiceNow, Inc. $NOW
Noble Wealth Management PBC increased its stake in shares of ServiceNow, Inc. (NYSE:NOW - Free Report) by 6,812.5% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned…
Western Wealth Management LLC Invests $624,000 in Bloom Energy Corporation $BE
Western Wealth Management LLC bought a new stake in Bloom Energy Corporation (NYSE:BE - Free Report) in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 4,604…
Western Wealth Management LLC Invests $530,000 in Fortinet, Inc. $FTNT
Western Wealth Management LLC acquired a new position in Fortinet, Inc. (NASDAQ:FTNT - Free Report) in the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired 6,487 shares of the software…
Noble Wealth Management PBC Invests $808,000 in Palantir Technologies Inc. $PLTR
Noble Wealth Management PBC bought a new position in Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) during the second quarter, according to its most recent filing with the SEC. The firm bought 6,925 shares of the company's stock, valued at…
Five Lessons For Future Founders
Jennifer Palmer, CEO of JPalmer Collective, helps high-growth companies—especially women-owned—thrive with financing and partnership. As the brilliant business consultant and entrepreneur Seth Godin famously said, 'The only…
How AI Is Changing The Capital Markets
Stephen Richards Evans, Executive Chairman, Partner at Red Lions Capital. The 2026 edition of the world's billionaire rankings offers a striking data point. The list now counts a record 3,428 billionaires, with combined wealth of $20.1 trillion, an…
The wellness industry is not selling wellbeing to black women
I recently attended a wellness event built around the promise that feeling better was only a simple product purchase away. There were supplements for stress, products for better sleep, routines for optimizing hormonal balance, and tools designed to…
Utilities Down as Traders Rotate Out of Defensive Sectors -- Utilities Roundup
Shares of power producers fell as traders continued to rotate out of defensive sectors into the high-risk tech sector. Rising Treasury yields have also lured investors out of the utility sector, even as power producers benefit from rising AI…
Communications Services Up, But not by Much, Amid Mixed Earnings, Deal Developments -- Communications Services Roundup
Communications-services companies rose, but not by as much as the broad market, amid mixed earnings and deal developments. Swedish streaming service Spotify reached a milestone of 300 million premium subscribers in the second quarter while growing…
Exclusive: Dinari, founded by Stripe and Apple alums, partners with Circle to offer tokenized stocks to U.S. investors
For decades, buying stocks has meant going through brokers, waiting for trades to settle, and limited trading when stock markets are closed. Dinari is trying to change that. On Tuesday, the San Mateo, CA-based company that turns publicly traded…
The New Government Is Under Pressure to Do What Its Predecessor Wouldn't - Tax Banks
This article is for subscribers only. The relative quiet emanating from Westminster in recess makes the banks' mega-profits stand out even more. Lenders have been helped by wealth management services and higher interest rates bringing in more from…
HSBC first-half profits surge by 23% to £19.5 billion
News from The City, market updates plus comment and analysis from our business desk I would like to be emailed about offers, event and updates from Evening Standard. Read our privacy notice. HSBC saw pre-tax profits for the first half of the year…
TheGrill Adds AI Creator Day With What's Trending for 2-Day Event
Getting your Trinity Audio player ready… TheWrap is expanding this year's TheGrill with the launch of AI Creator Day, a new summit in partnership with the digital media brand What's Trending. The new conference provides for a full day of…
MUFG profit beats estimates capping bumper quarter for Japan's banks
Mitsubishi UFJ Financial Group's profit has risen more than analysts anticipated, capping another bumper quarter for Japan's biggest banks. Net income climbed 48% from a year earlier to ¥809.4 billion ($5.2 billion) in the three months ended…
Calls for bank tax to be increased as HSBC reports £14billion profit
HSBC reported a 23 per cent surge in pre-tax profits for the first half of the year, reaching $19.5 billion (£14.5 billion). The bank announced a $1 billion share buyback programme and a second interim dividend, though the buyback was less…
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