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.
As AI Commoditizes Wealth Management, Real Value Becomes Clearer
Alex Shahidi, JD, CFA, CFP, ChFC, CIMA, is a Managing Partner and Co-CIO at Evoke Advisors, and Host of The Insightful Investor Podcast. Artificial intelligence is beginning to touch nearly every corner of wealth management. Automated portfolios…
Banca Monte dei Paschi di Siena S.p.A. (BMPSY) Discusses Strategic Merger to Create Leading Italian Banking and Wealth Management Group Transcript
Banca Monte dei Paschi di Siena S.p.A. (BMPSY) Discusses Strategic Merger to Create Leading Italian Banking and Wealth Management Group August 21, 2026 3:00 AM EDT Luigi Lovaglio - CEO, GM & Director Andrea Maffezzoni - CFO & Chief Financial…
Caterpillar Inc. $CAT Shares Bought by Axxcess Wealth Management LLC
Axxcess Wealth Management LLC increased its position in Caterpillar Inc. (NYSE:CAT - Free Report) by 8.2% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm…
Ascentis Wealth Management LLC Increases Holdings in Invesco QQQ $QQQ
Ascentis Wealth Management LLC raised its stake in Invesco QQQ (NASDAQ:QQQ - Free Report) by 74,117.2% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund…
Ducere Wealth Management LLC Has $936,000 Stake in Mastercard Incorporated $MA
Ducere Wealth Management LLC reduced its holdings in Mastercard Incorporated (NYSE:MA - Free Report) by 68.8% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 1,823 shares of…
3,335 Shares in UnitedHealth Group Incorporated $UNH Acquired by Avaii Wealth Management LLC
Avaii Wealth Management LLC acquired a new position in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The…
Apollon Wealth Management LLC Boosts Stock Holdings in International Business Machines Corporation $IBM
Apollon Wealth Management LLC grew its position in shares of International Business Machines Corporation (NYSE:IBM - Free Report) by 2.2% in the second quarter, according to the company in its most recent Form 13F filing with the Securities &…
Microsoft Corporation $MSFT Shares Purchased by McNaughton Wealth Management LLC
McNaughton Wealth Management LLC raised its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 22.4% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned…
Invesco QQQ $QQQ Stock Holdings Lessened by MBE Wealth Management LLC
MBE Wealth Management LLC lowered its stake in shares of Invesco QQQ (NASDAQ:QQQ - Free Report) by 3.5% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned…
Pioneer Wealth Management Group Purchases 6,640 Shares of Apple Inc. $AAPL
Pioneer Wealth Management Group increased its position in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 99.0% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm…
Venturi Wealth Management LLC Sells 1,991 Shares of Tesla, Inc. $TSLA
Venturi Wealth Management LLC trimmed its position in Tesla, Inc. (NASDAQ:TSLA - Free Report) by 8.0% during the second quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 22,826 shares of the electric…
The Wild Week When Scott Bessent Was Schooled by the Bond Market
Brian Jacobsen was heading into a meeting Wednesday when Treasury Secretary Scott Bessent threw a major curveball at the U.S. bond market. A day earlier, yields on 30-year U.S. Treasurys had touched near two-decade highs and investors were on edge.
How Women Can Build A Solo Retirement With Clarity And Confidence
Angie O'Leary, Head of Wealth Strategies and Solutions RBC Wealth Management–U.S. More American women are retiring solo than ever before and redefining what financial independence looks like. Some arrive at solo retirement by choice. Others…
US Army Collaborating With FedEx Dataworks to Support Logistics Efforts
The U.S. Army said it will work with FedEx Dataworks on efforts to modernize its non-tactical logistics networks, supply chain procedures and Organic Industrial Base sites. Military personnel will collaborate with a FedEx Dataworks-led team of…
How to exploit the value gap between the S&P 500 and everything else in the market
Investing experts on this week's 'ETF Edge' presented their approaches to reducing stock market risk in the current environment. Exploiting the value gap between the S&P 500 and everything else in the markets was a major theme of the trading…
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