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.
RBC Wealth Management named Canada's Best Private Bank at World Finance Banking Awards
A client-first approach earns Canada's leading private banking honour TORONTO, June 25, 2026 /CNW/ - RBC Wealth Management, has received the title of Best Private Bank – Canada 2026 by the World Finance Banking Awards. This award offers…
Bybit Introduces PWM 2.0, Redefining Private Wealth Management and Expands Access for Eligible VIP Clients
DUBAI, UAE, June 25, 2026 /CNW/ -- Bybit, the world's second-largest cryptocurrency exchange by trading volume, officially announced the launch of PWM 2.0, an elevated version of its flagship Private Wealth Management (Bybit PWM) solutions and…
3 Reasons UBS is Kiplinger Readers' Favorite Wealth Management Firm in 2026
Is your wealth manager invested in your goals or the next commission? It's an essential question every investor should ask. Finding the right fit amid the crowded landscape of options can feel overwhelming, especially when choosing the right…
AI-Native Wealth Manager Arca Secures $64M in Funding
Rron Rexha, a former product leader at Plaid, has come out of stealth mode with his new company, Arca, an artificial intelligence-native wealth management firm, and raised $64 million in funding. That includes a $15.5 million seed round led by…
Celestica, Inc. $CLS Shares Sold by Ritholtz Wealth Management
Ritholtz Wealth Management trimmed its stake in shares of Celestica, Inc. (NYSE:CLS - Free Report) TSE: CLS by 10.3% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned…
Oracle Corporation $ORCL Stake Lessened by Ritholtz Wealth Management
Ritholtz Wealth Management lessened its stake in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 7.6% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned…
Ritholtz Wealth Management Grows Holdings in APA Corporation $APA
Ritholtz Wealth Management grew its position in shares of APA Corporation (NASDAQ:APA - Free Report) by 79.2% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 144,749…
Ritholtz Wealth Management Grows Position in GE Vernova Inc. $GEV
Ritholtz Wealth Management grew its position in GE Vernova Inc. (NYSE:GEV - Free Report) by 18.6% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 7,913…
ConocoPhillips $COP Shares Bought by Greenup Street Wealth Management LLC
Greenup Street Wealth Management LLC lifted its position in ConocoPhillips (NYSE:COP - Free Report) by 117.7% during the first quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 21,093 shares of the…
Ritholtz Wealth Management Boosts Holdings in Federated Hermes, Inc. $FHI
Ritholtz Wealth Management grew its stake in Federated Hermes, Inc. (NYSE:FHI - Free Report) by 21.9% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 103,840…
Ritholtz Wealth Management Increases Stock Position in Netflix, Inc. $NFLX
Ritholtz Wealth Management boosted its position in shares of Netflix, Inc. (NASDAQ:NFLX - Free Report) by 25.0% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The firm owned 106,451 shares of the…
Ritholtz Wealth Management Grows Stock Position in Verizon Communications Inc. $VZ
Ritholtz Wealth Management boosted its stake in shares of Verizon Communications Inc. (NYSE:VZ - Free Report) by 20.9% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 222,881…
Ritholtz Wealth Management Boosts Stock Holdings in Lam Research Corporation $LRCX
Ritholtz Wealth Management boosted its position in Lam Research Corporation (NASDAQ:LRCX - Free Report) by 34.5% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm…
MinichMacGregor Wealth Management LLC Acquires 4,662 Shares of Heico Corporation $HEI
MinichMacGregor Wealth Management LLC increased its holdings in shares of Heico Corporation (NYSE:HEI - Free Report) by 14.6% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund…
Ritholtz Wealth Management Has $7.57 Million Position in Popular, Inc. $BPOP
Ritholtz Wealth Management raised its holdings in Popular, Inc. (NASDAQ:BPOP - Free Report) by 22.9% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 56,390 shares of the bank's…
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