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.
HSBC to hire 100 AI specialists, 100 wealth managers in boost to Singapore hub
HSBC (0005) will hire more than 100 artificial intelligence specialists and 100 wealth managers in Singapore, deepening investment in two areas central to the bank's Asian growth strategy as it expands higher-fee businesses and accelerates AI…
Notable Leaders in Wealth Management: Tyson Ray
Tyson Ray, CEO, founding partner and senior wealth advisor at Lake Geneva-based FORM Wealth Advisors, has led the firm through a period of growth and evolution. Ray has added three full-time professionals to the firm in recent years, including two…
Notable Leaders in Wealth Management: Matthew Kons
Matthew Kons, founding partner of Brookfield-based BKM Wealth Management, has a commitment to clients that runs deeper than credentials, said colleague Casey Berrall, partner at BKM, “though he has earned those, too.” When Kons had…
Notable Leaders in Wealth Management: Jason Kohout
Jason Kohout is a partner at Milwaukee-based Foley & Lardner LLP and chair of the firm's family offices team. His practice includes family enterprise, tax planning, philanthropy and nonprofit governance. Much of his work involves families…
Notable Leaders in Wealth Management: Tony Carini
As president and founder of Pewaukee-based Diversified Wealth Strategies, Tony Carini has expanded the firm's visibility and outreach efforts, investing more intentionally in marketing, education and relationship-building to better connect with…
Navigate Wealth Management LLC Takes Position in Microsoft Corporation $MSFT
Navigate Wealth Management LLC bought a new position in Microsoft Corporation (NASDAQ:MSFT - Free Report) in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The firm bought 3,975 shares of the software giant's…
Elite Wealth Management Inc. Sells 15,589 Shares of Intuitive Surgical, Inc. $ISRG
Elite Wealth Management Inc. lowered its holdings in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG - Free Report) by 96.3% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned…
Netflix, Inc. $NFLX Shares Sold by Elite Wealth Management Inc.
Elite Wealth Management Inc. cut its stake in Netflix, Inc. (NASDAQ:NFLX - Free Report) by 92.0% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 2,380 shares of…
ServiceNow, Inc. $NOW Shares Sold by Modern Wealth Management LLC
Modern Wealth Management LLC trimmed its holdings in shares of ServiceNow, Inc. (NYSE:NOW - Free Report) by 76.7% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 3,664 shares of the…
Elite Wealth Management Inc. Invests $7.98 Million in Chubb Limited $CB
Elite Wealth Management Inc. bought a new position in shares of Chubb Limited (NYSE:CB - Free Report) during the first quarter, according to its most recent Form 13F filing with the SEC. The fund bought 24,488 shares of the financial services…
Elite Wealth Management Inc. Makes New Investment in Caterpillar Inc. $CAT
Elite Wealth Management Inc. purchased a new position in Caterpillar Inc. (NYSE:CAT - Free Report) during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor…
Modera Wealth Management LLC Has $26.41 Million Stock Holdings in Alphabet Inc. $GOOGL
Modera Wealth Management LLC decreased its holdings in shares of Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 6.8% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The…
Elite Wealth Management Inc. Has $9.65 Million Stake in Palantir Technologies Inc. $PLTR
Elite Wealth Management Inc. trimmed its stake in Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) by 8.1% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund…
Microsoft Corporation $MSFT is Parr Mcknight Wealth Management Group LLC's 3rd Largest Position
Parr Mcknight Wealth Management Group LLC grew its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 5.4% during the first quarter, according to the company in its most recent filing with the Securities and Exchange…
Apple Inc. $AAPL Stock Position Reduced by Absher Wealth Management LLC
Absher Wealth Management LLC decreased its position in Apple Inc. (NASDAQ:AAPL - Free Report) by 2.7% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor…
Receive a Daily briefing on Wealth Management Industry News
Get Started