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.

marketbeat.com - Meta Platforms, Inc. $META Stock Acquired by BAM Wealth Management LLC
Meta Platforms, Inc. $META Stock Acquired by BAM Wealth Management LLC
MarketBeat –

BAM Wealth Management LLC grew its position in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 38.9% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund…

marketbeat.com - Aberdeen Wealth Management LLC Acquires 14,527 Shares of Apple Inc. $AAPL
Aberdeen Wealth Management LLC Acquires 14,527 Shares of Apple Inc. $AAPL
MarketBeat –

Aberdeen Wealth Management LLC bought a new stake in shares of Apple Inc. (NASDAQ:AAPL - Free Report) in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm bought 14,527 shares of the…

marketbeat.com - Microsoft Corporation $MSFT Shares Bought by Udine Wealth Management Inc.
Microsoft Corporation $MSFT Shares Bought by Udine Wealth Management Inc.
MarketBeat –

Udine Wealth Management Inc. lifted its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 4.4% during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 49,241…

marketbeat.com - 4,614 Microsoft Corporation $MSFT Shares Purchased by Bartlett & CO. Wealth Management LLC
4,614 Microsoft Corporation $MSFT Shares Purchased by Bartlett & CO. Wealth Management LLC
MarketBeat –

Bartlett & CO. Wealth Management LLC grew its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 0.5% in the second quarter, according to its most recent filing with the SEC. The firm owned 989,415 shares of the software…

marketbeat.com - Elevation Wealth Management LLC Buys 879 Shares of Meta Platforms, Inc. $META
Elevation Wealth Management LLC Buys 879 Shares of Meta Platforms, Inc. $META
MarketBeat –

Elevation Wealth Management LLC increased its stake in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 21.5% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund…

marketbeat.com - Apple Inc. $AAPL Shares Newly Bought by Whalen Wealth Management Inc.
Apple Inc. $AAPL Shares Newly Bought by Whalen Wealth Management Inc.
MarketBeat –

Whalen Wealth Management Inc. acquired a new stake in Apple Inc. (NASDAQ:AAPL - Free Report) during the second quarter, according to its most recent Form 13F filing with the SEC. The fund acquired 21,572 shares of the iPhone maker's stock, valued…

marketbeat.com - Yukon Wealth Management Inc. Buys New Position in Amazon.com, Inc. $AMZN
Yukon Wealth Management Inc. Buys New Position in Amazon.com, Inc. $AMZN
MarketBeat –

Yukon Wealth Management Inc. purchased a new stake in Amazon.com, Inc. (NASDAQ:AMZN - Free Report) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased…

marketbeat.com - 2,399 NVIDIA Corporation $NVDA Shares Bought by Triton Wealth Management PLLC
2,399 NVIDIA Corporation $NVDA Shares Bought by Triton Wealth Management PLLC
MarketBeat –

Triton Wealth Management PLLC increased its stake in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 4.3% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned…

marketbeat.com - Asset One Wealth Management LLC Makes New $33.85 Million Investment in Apple Inc. $AAPL
Asset One Wealth Management LLC Makes New $33.85 Million Investment in Apple Inc. $AAPL
MarketBeat –

Asset One Wealth Management LLC purchased a new position in Apple Inc. (NASDAQ:AAPL - Free Report) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund purchased…

marketwatch.com - Corecivic Shares Slip After CEO Resigns for Health Reasons
Corecivic Shares Slip After CEO Resigns for Health Reasons
MarketWatch –

Shares of Corecivic fell after the company said its president and chief executive has resigned, citing health reasons. The stock slid 7.5%, to $31.79, on Friday. Despite the loss, shares are up nearly 67% year to date. The private prison operator…

marketwatch.com - Staar Surgical Shares Rise on $50M Buyback Plans
Staar Surgical Shares Rise on $50M Buyback Plans
MarketWatch –

Staar Surgical shares advanced Friday after the company said its board authorized a $50 million share-buyback program. The vision-correction solutions company said the decision was based on the board's confidence in its business progress, as well…

marketwatch.com - Largo Shares Slide on Pricing of $5.7 Million Offering
Largo Shares Slide on Pricing of $5.7 Million Offering
MarketWatch –

Largo shares were sharply lower Friday after the company priced its $5.7 million offering below recent trading prices. Shares fell 24% in Toronto to 74 Canadian cents (52 cents) and 25% in New York to 51 cents. The vanadium producer on Friday said…

techcrunch.com - TechCrunch Events - Mark Wahlberg is coming to TechCrunch Disrupt 2026
Mark Wahlberg is coming to TechCrunch Disrupt 2026
TechCrunch –

Let's just get this out of the way: Mark Wahlberg is as A-list as it gets. He broke out in 1997's “Boogie Nights,” and in the nearly three decades since, he's built one of the highest-wattage careers in Hollywood: two Academy Award…

marketbeat.com - EVI Industries (NYSEAMERICAN:EVI) Share Price Crosses Above Two Hundred Day Moving Average - Here's Why
EVI Industries (NYSEAMERICAN:EVI) Share Price Crosses Above Two Hundred Day Moving Average - Here's Why
MarketBeat –

EVI Industries, Inc. (NYSEAMERICAN:EVI - Get Free Report) passed above its two hundred day moving average during trading on Friday. The stock has a two hundred day moving average of $17.35 and traded as high as $20.54. EVI Industries shares last…

thenyledger.com - Press Room - CyphaLab Unveils New On-Chain Financial Infrastructure to Solve Capital Market Fragmentation During the $300 Trillion TradFi Transition
CyphaLab Unveils New On-Chain Financial Infrastructure to Solve Capital Market Fragmentation During the $300 Trillion TradFi Transition
The New York Ledger –

New York, USA, September 25th, 2026, FinanceWire As global financial institutions push into real-world asset (RWA) tokenization, major operational bottlenecks persist: fragmented cross-domain order reconciliation, steep custody friction, and a lack…

Receive a Daily briefing on Wealth Management Industry News

Get Started