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.
What Freedom Means In Wealth Management In 2026
Elie Nour is the Founder and CEO at Nour Private Wealth, a wealth management firm catering to UHNW and institutional clients. The wealth management industry is entering a new era of consolidation. Across the market, independent advisory…
Omnitrust Wealth Management Inc Invests $929,000 in Broadcom Inc. $AVGO
Omnitrust Wealth Management Inc purchased a new position in shares of Broadcom Inc. (NASDAQ:AVGO - Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm…
Vista Cima Wealth Management LLC Raises Stake in Alphabet Inc. $GOOGL
Vista Cima Wealth Management LLC increased its stake in Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 99.0% during the fourth quarter, according to its most recent filing with the SEC. The fund owned 3,937 shares of the information services…
Microsoft Corporation $MSFT Shares Bought by Vista Cima Wealth Management LLC
Vista Cima Wealth Management LLC raised its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 94.7% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned…
Amazon.com, Inc. $AMZN Position Lifted by Vista Cima Wealth Management LLC
Vista Cima Wealth Management LLC raised its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 53.2% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 9,954 shares of…
Vista Cima Wealth Management LLC Grows Stock Position in NVIDIA Corporation $NVDA
Vista Cima Wealth Management LLC increased its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 135.6% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange…
Vista Cima Wealth Management LLC Boosts Stock Holdings in Apple Inc. $AAPL
Vista Cima Wealth Management LLC increased its holdings in Apple Inc. (NASDAQ:AAPL - Free Report) by 39.8% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 21,411…
Vista Cima Wealth Management LLC Purchases 1,195 Shares of Meta Platforms, Inc. $META
Vista Cima Wealth Management LLC increased its position in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 157.4% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund…
Paragon Private Wealth Management LLC Buys New Shares in Micron Technology, Inc. $MU
Paragon Private Wealth Management LLC bought a new stake in Micron Technology, Inc. (NASDAQ:MU - Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The…
Paragon Private Wealth Management LLC Makes New $261,000 Investment in Intel Corporation $INTC
Paragon Private Wealth Management LLC purchased a new position in shares of Intel Corporation (NASDAQ:INTC - Free Report) in the fourth quarter, according to its most recent filing with the SEC. The firm purchased 7,073 shares of the chip maker's…
Kumiai Chemical Industry 1H Net Y8.75B Vs Net Y6.27B
Kumiai Chemical Industry Co. Ltd. (4996.TO) Japan Half-Year Ended April 30 GROUP 2026 2025 Revenue Y102.92 bln Y96.18 bln Operating Profit Y10.46 bln Y9.44 bln Pretax Profit Y13.76 bln Y8.29 bln Net Profit Y8.75 bln Y6.27 bln Per share Earnings…
Mexico Industrial Production Bounces Back in April
MEXICO CITY--Mexico's industrial production rebounded in April, posting its biggest monthly increase in more than five years on higher construction activity and manufacturing output. Industrial output rose 2.1% from March in seasonally-adjusted…
AIFU Shares Rise Following Agreement to Buy Industrial AI Company
AIFU shares advanced after the company signed a nonbinding memorandum of understanding to acquire Peakleap Ventures, an industrial AI provider focused on solid-waste recycling and resource recovery. The stock was up 13% to $2.84 Thursday. Shares…
Versant Media Stock: The Comcast Spin-Off The Market May Be Mispricing (NASDAQ:VSNT)
I am a public markets investor and analyst with a strong interest in deep value stocks, special situations, and event-driven opportunities. My focus is on finding companies where the market may be missing something important, whether because of…
Financial Services Roundup: Market Talk
The latest Market Talks covering Financial Services. Exclusively on Dow Jones Newswires at 4:20 ET, 12:20 ET and 16:50 ET. 0747 GMT – Thai banks are likely to post sluggish loan growth in 2Q, CGS International analyst Weerapat Wonk-Urai says…
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