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).
Investcorp scoops up wealth management firm Berger Financial Group
A verification email is on its way to you. Please check your spam or junk folder just in case. If you do not receive this within five minutes, please try to sign in again. If the problem persists, please email:.
Microsoft Corporation $MSFT Shares Bought by Calamos Wealth Management LLC
Calamos Wealth Management LLC lifted its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 6.5% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 292,289…
JPMorgan Chase & Co. $JPM Shares Sold by Evercore Wealth Management LLC
Evercore Wealth Management LLC trimmed its position in JPMorgan Chase & Co. (NYSE:JPM) by 9.3% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned…
Paragon Private Wealth Management LLC Buys 1,840 Shares of Broadcom Inc. $AVGO
Paragon Private Wealth Management LLC boosted its stake in shares of Broadcom Inc. (NASDAQ:AVGO - Free Report) by 9.3% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The…
44 Wealth Management LLC Acquires 2,451 Shares of Meta Platforms, Inc. $META
44 Wealth Management LLC grew its stake in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 71.8% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 5,865 shares…
Bartlett & CO. Wealth Management LLC Has $207.54 Million Holdings in NVIDIA Corporation $NVDA
Bartlett & CO. Wealth Management LLC lifted its stake in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 5.5% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 1,190,051 shares of…
Strait & Sound Wealth Management LLC Takes Position in ARMOUR Residential REIT, Inc. $ARR
Strait & Sound Wealth Management LLC purchased a new position in ARMOUR Residential REIT, Inc. (NYSE:ARR - Free Report) during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The…
Paragon Private Wealth Management LLC Buys 2,713 Shares of International Business Machines Corporation $IBM
Paragon Private Wealth Management LLC boosted its stake in shares of International Business Machines Corporation (NYSE:IBM - Free Report) by 29.9% during the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 11,781…
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…
Industrials Down on Rate Hike Concerns - Industrials Roundup
Shares of industrial and transportation companies fell amid fears of rate hikes later in the year. Even as the Federal Reserve kept interest rates steady, Chair Kevin Warsh emphasized the board's commitment to bringing inflation down to the central…
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…
Receive a Daily briefing on Wealth Management Industry News
Get Started