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.
Wealth managers face a new challenger: their clients' AI chatbots
More wealthy investors are asking AI chatbots like Claude or ChatGPT for financial advice. Wealth management leaders told CNBC that it helps clients have deeper conversations with their advisors but that the practice also comes with risks. AI…
Valley Wealth Managers Inc. Sells 32,613 Shares of Alphabet Inc. $GOOGL
Valley Wealth Managers Inc. lowered its stake in Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 25.0% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 97,848…
NVIDIA Corporation $NVDA Stake Boosted by Quadrant Private Wealth Management LLC
Quadrant Private Wealth Management LLC grew its position in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 3.0% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC).
Industrials Up, But not by Much, Amid Mixed Earnings - Industrials Roundup
Shares of industrial and transportation companies rose, but not by as much as the broad market, amid mixed earnings and economic data. The Commerce Department said U.S. gross domestic product-the value of all goods and services produced across the…
Seven Industries Co 1Q Parent Loss Y61.00M Vs Loss Y7.00M
Seven Industries Co. Ltd. (7896.TO) Japan 1st Quarter Ended June 30 PARENT 2026 2025 Revenue Y3.93 bln Y3.85 bln Operating Profit (Y62.00 mln) Y0.00 mln Pretax Profit (Y51.00 mln) Y5.00 mln Net Profit (Y61.00 mln) (Y7.00 mln) Per share Earnings…
U.S. Futures Rise, European Stocks Mixed
U.S. futures for the S&P 500 were up 0.2% and futures for the Dow Jones Industrial Average climbed 0.2%. Changes in futures do not necessarily predict movements after the opening bell. In Europe, the Stoxx Europe 600 climbed 0.2% in morning…
Futaba Industrial 1Q Net Y2.47B Vs Net Y2.61B
Futaba Industrial Co. Ltd. (7241.TO) Japan 1st Quarter Ended June 30 GROUP 2026 2025 Revenue Y175.61 bln Y163.92 bln Operating Profit Y3.65 bln Y4.19 bln Pretax Profit Y4.10 bln Y3.97 bln Net Profit Y2.47 bln Y2.61 bln Per share Earnings Y27.71…
Taiyo Industrial 1H Net Y39.00M Vs Loss Y65.00M
Taiyo Industrial Co. Ltd. (6663.TO) Japan Half-Year Ended June 20 GROUP 2026 2025 Revenue Y1.78 bln Y1.61 bln Operating Profit Y83.00 mln (Y57.00 mln) Pretax Profit Y79.00 mln (Y59.00 mln) Net Profit Y39.00 mln (Y65.00 mln) Per share Earnings Y6.50…
Aisan Industry 1Q Net Y4.35B Vs Net Y3.56B
Aisan Industry Co. Ltd. (7283.TO) Japan 1st Quarter Ended June 30 GROUP 2026 2025 Revenue Y83.93 bln Y79.92 bln Operating Profit Y5.60 bln Y3.52 bln Pretax Profit Y6.25 bln Y3.38 bln Net Profit Y4.35 bln Y3.56 bln Per share Earnings Y76.34 Y60.89…
Nymex Overview: Crude Futures Ease After Wednesday's Rally -- OPIS
Crude futures were down around midday Thursday following the previous session's sharp rally as traders continued to monitor developments in the Middle East. As of 11:50 a.m. ET, September ICE Brent crude was trading $1.30 lower at $89.44/bbl, with…
Annex CEO on AI, Growth, and Industry Change
BizTimes: How will Annex Wealth Management adjust to coming changes in your industry? Dave Spano: “The biggest shifts I see are the Great Wealth Transfer and the rapid rise of AI. Clients will expect seamless technology and values-driven…
Gun ei Chemical Industry 1Q Net Y379.00M Vs Net Y463.00M
Gun-ei Chemical Industry Co. Ltd. (4229.TO) Japan 1st Quarter Ended June 30 GROUP 2026 2025 Revenue Y8.44 bln Y7.72 bln Operating Profit Y1.03 bln Y651.00 mln Pretax Profit Y1.14 bln Y727.00 mln Net Profit Y379.00 mln Y463.00 mln Per share Earnings…
Microsoft just laid the market blueprint for other AI giants - and its stock is on pace for its biggest jump in 18 years
It's hard to imagine Microsoft turning in a better earnings report. Not only did the tech giant post strong growth in its AI-powered Azure cloud-computing business, it also refrained from raising its capex-spending forecast. Investors went nuts…
Markets whipsaw as Trump, Fed face new inflation risks
Financial markets are uneasy as President Trump and Federal Reserve Chair Kevin Warsh face rising inflation risks driven by the war in Iran. Stocks and bond yields have whipsawed amid uncertainty over how the Fed will tackle higher energy prices…
Asahi Kasei Corp 1Q Net Y53.77B Vs Net Y19.72B
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