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.
Meet the wealth manager who built a $38 billion firm and gave $100 million to the MBA program that launched him
In 1981, Jeff Thomasson earned his MBA from Indiana University's Kelley School of Business, which is regularly ranked among the top programs. That launched him on the path to building his own wealth management firm, which now has more than $38…
Keebeck Wealth Management Takes Position in Apple Inc. $AAPL
Keebeck Wealth Management purchased a new stake in Apple Inc. (NASDAQ:AAPL - Free Report) in the second quarter, according to the company in its most recent disclosure with the SEC. The firm purchased 92,210 shares of the iPhone maker's stock…
OneAscent Wealth Management LLC Takes Position in Apple Inc. $AAPL
OneAscent Wealth Management LLC purchased a new stake in shares of Apple Inc. (NASDAQ:AAPL - Free Report) during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased 7,805…
Whalen Wealth Management Inc. Takes Position in Amazon.com, Inc. $AMZN
Whalen Wealth Management Inc. purchased a new stake in Amazon.com, Inc. (NASDAQ:AMZN - Free Report) in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm purchased 27,162…
Meta Platforms, Inc. $META Shares Purchased by Northwestern Mutual Wealth Management Co.
Northwestern Mutual Wealth Management Co. raised its stake in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 9.4% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The…
Pinnacle Wealth Management Advisory Group LLC Boosts Stock Position in Alphabet Inc. $GOOGL
Pinnacle Wealth Management Advisory Group LLC raised its holdings in shares of Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 5.9% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange…
The Case For Boring: Why Steady Beats Spectacular In Business
Richard Ceffalio, Managing Director at New Edge Advisors. Nobody builds a conference keynote around showing up on time for thirty years. Business culture celebrates the spectacular: the audacious pivot, the overnight success, the founder…
Financial stocks fall with AI and flattening yield curve in focus
Sept 22: The S&P 500 Financial index and the benchmark's bank sector were under pressure on Tuesday as investors worried about competition from artificial intelligence and uncertainty around AI-related initial public offerings, along with moves in…
The great wealth transfer exposes a flaw in financial planning | Opinion
The largest wealth transfer in history is already underway, and financial advisers must stop treating real estate as someone else's responsibility. Every day, families inherit homes, rental properties, and land worth hundreds of thousands or even…
Meta's Muse Comes for Financial Stocks
new artificial-intelligence agent already helped push the Nasdaq composite to records. Now it might be claiming some victims in the process. The rapid adoption of the Facebook parent's Muse app reignited fears that AI will disrupt the…
Latest Investments Bring Northwestern Mutual's Total Giving to $75M to Advance Childhood Cancer Treatments and Cures
The funding will support families facing financial challenges, expand professional development opportunities for hospital staff and recognize a healthcare professional who provides exceptional patient care through the inaugural Northwestern Mutual…
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185 Years of Private Banking Heritage, A Legacy of Forward-thinking Stewardship
Innovation begins with trust. For nearly two centuries, the J. Safra Sarasin Group has built a reputation for financial strength and disciplined stewardship. It was ranked as the Best Performing Bank in Switzerland in The Banker's Top 1000 World…
Wall Street expects Meta's AI agent to shape into a new revenue engine
Wall Street has turned bullish on Meta Platforms, betting that its new AI agent Muse could open a new revenue stream for the social media giant and reshape the company's AI monetization prospects. SCROLL TO CONTINUE WITH CONTENT Muse, launched on…
LPL complaint asks: Who do recruiting firms' lawyers owe loyalty to?
A legal filing by LPL Financial in a long-running dispute with Ameriprise illustrates why advisors should consider hiring their own legal counsel when changing firms. At the heart of the matter is legal advice the law firm Shumaker Kendrick & Loop…
ATB Cormark Capital Markets Hosts 2026 Energy Fall Investor Conference in New York City
CALGARY, AB, Sept. 22, 2026 /CNW/ -- ATB Cormark Capital Markets, leading North American investment firm and the capital markets arm of ATB Financial, hosted its Fall 2026 Energy Institutional Investor Conference in New York City on September 10…
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