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.
The new arms race in wealth management: Winning the ultra-wealthy
More wealth management firms are seeking growth by chasing the surging ranks of the ultra-wealthy and their more profitable accounts. CNBC's inaugural Elite Advisors list for 2026 recognizes 25 of the nation's leading investment advisors serving…
What the wealth managers are telling clients about private markets
ata published by industry body the Australian Investment Council indicates $161 billion in Australian funds are invested in private assets, an investment category that includes private equity funds, private credit funds and infrastructure assets.
CNBC Elite Advisors: Top ultra-high net worth wealth management firms for 2026
CNBC Elite Advisors is CNBC's new list of leading wealth management firms serving high net worth and ultra-high net worth clients. UHNW wealth management is generally designed for individuals or families with $20 million to $30 million or more in…
SHP Wealth Management Purchases Shares of 7,130 Meta Platforms, Inc. $META
SHP Wealth Management acquired a new position in Meta Platforms, Inc. (NASDAQ:META - Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 7,130…
Smith Salley Wealth Management Acquires 3,235 Shares of Marvell Technology, Inc. $MRVL
Smith Salley Wealth Management grew its stake in shares of Marvell Technology, Inc. (NASDAQ:MRVL - Free Report) by 1.1% during the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned…
49,478 Shares in Kinder Morgan, Inc. $KMI Acquired by Smith Salley Wealth Management
Smith Salley Wealth Management acquired a new stake in shares of Kinder Morgan, Inc. (NYSE:KMI - Free Report) in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund…
Smith Salley Wealth Management Grows Position in Caterpillar Inc. $CAT
Smith Salley Wealth Management boosted its position in shares of Caterpillar Inc. (NYSE:CAT - Free Report) by 9.5% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm…
SHP Wealth Management Invests $18.35 Million in NVIDIA Corporation $NVDA
SHP Wealth Management purchased a new stake in NVIDIA Corporation (NASDAQ:NVDA - Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased 98,413…
SHP Wealth Management Invests $6.68 Million in Alphabet Inc. $GOOGL
SHP Wealth Management bought a new position in Alphabet Inc. (NASDAQ:GOOGL - Free Report) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 21,340 shares of the…
hemming& Wealth Management Inc. Invests $477,000 in Apple Inc. $AAPL
hemming& Wealth Management Inc. purchased a new position in shares of Apple Inc. (NASDAQ:AAPL - Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 1,753…
Smith Salley Wealth Management Increases Position in RTX Corporation $RTX
Smith Salley Wealth Management boosted its position in shares of RTX Corporation (NYSE:RTX - Free Report) by 2.7% during the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 213,989…
SHP Wealth Management Makes New Investment in Microsoft Corporation $MSFT
SHP Wealth Management acquired a new stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) during the fourth quarter, according to its most recent filing with the SEC. The firm acquired 23,443 shares of the software giant's stock, valued at…
SHP Wealth Management Buys New Position in Amazon.com, Inc. $AMZN
SHP Wealth Management purchased a new position in shares of Amazon.com, Inc. (NASDAQ:AMZN - Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional…
McAlvany Wealth Management LLC Purchases Shares of 9,357 ExxonMobil Corporation $XOM
McAlvany Wealth Management LLC acquired a new stake in ExxonMobil Corporation (NYSE:XOM - Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm acquired 9,357…
Nolet Wealth Management LLC Purchases New Position in Apple Inc. $AAPL
Nolet Wealth Management LLC purchased a new stake in Apple Inc. (NASDAQ:AAPL - Free Report) during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor purchased 9,390 shares…
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