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.
Savant Wealth Management Review 2026
Savant Wealth Management offers comprehensive financial planning and investment management to clients with at least $300,000 to invest. The firm's clients pay 0.50% to 1.50% for planning and investment management services and flat fees for certain…
Hong Kong becomes largest global wealth management hub, but diversification is needed
According to a report by an international consulting firm, Hong Kong has officially overtaken Switzerland for the first time as the world's largest cross-border wealth management hub. Hong Kong held US$2.95 trillion (HK$23.13 trillion) in assets in…
Godrej Industries group ventures into wealth management, targets ₹1 lakh crore asset in 5 years
Godrej Industries, through its subsidiary Godrej Investments, has ventured into wealth management business with the launch of Godrej Wealth and targets to build ₹1-lakh crore assets under management (AUM) in the next five years. The business…
Why a Wealth Manager Made a $3 Million Bet on a 6.4% Yielding Senior Loan ETF
Concorde Asset Management disclosed a new position in the First Trust Senior Loan Fund (FTSL +0.07%) on June 1, 2026, acquiring 73,167 shares in an estimated $3.31 million trade based on quarterly average pricing. According to a Securities and…
Western Wealth Management LLC Acquires 2,851 Shares of Alphabet Inc. $GOOGL
Western Wealth Management LLC grew its holdings in Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 3.2% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned…
Kingsview Wealth Management LLC Sells 91,620 Shares of SLB Limited $SLB
Kingsview Wealth Management LLC trimmed its position in shares of SLB Limited (NYSE:SLB - Free Report) by 80.9% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 21,667…
Kingsview Wealth Management LLC Takes $880,000 Position in Kinetik Holdings Inc. $KNTK
Kingsview Wealth Management LLC bought a new position in shares of Kinetik Holdings Inc. (NYSE:KNTK - Free Report) in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor bought 24,419…
Broadcom Inc. $AVGO Shares Acquired by Kingsview Wealth Management LLC
Kingsview Wealth Management LLC lifted its stake in shares of Broadcom Inc. (NASDAQ:AVGO - Free Report) by 3.9% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned…
Pinnacle Wealth Management Advisory Group LLC Buys 1,867 Shares of Microsoft Corporation $MSFT
Pinnacle Wealth Management Advisory Group LLC grew its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 2.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange…
Broadcom Inc. $AVGO Stock Position Lessened by Arista Wealth Management LLC
Arista Wealth Management LLC decreased its holdings in Broadcom Inc. (NASDAQ:AVGO - Free Report) by 5.0% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 26,769 shares of the…
Ferrari N.V. $RACE Shares Acquired by Northwestern Mutual Wealth Management Co.
Northwestern Mutual Wealth Management Co. increased its stake in shares of Ferrari N.V. (NYSE:RACE - Free Report) by 15.4% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The…
Vistra Corp. $VST Shares Bought by Northwestern Mutual Wealth Management Co.
Northwestern Mutual Wealth Management Co. grew its position in shares of Vistra Corp. (NYSE:VST - Free Report) by 19.7% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned…
The Allstate Corporation $ALL Shares Purchased by Northwestern Mutual Wealth Management Co.
Northwestern Mutual Wealth Management Co. increased its holdings in shares of The Allstate Corporation (NYSE:ALL - Free Report) by 13.8% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional…
FedEx Corporation $FDX Shares Sold by Northwestern Mutual Wealth Management Co.
Northwestern Mutual Wealth Management Co. reduced its position in FedEx Corporation (NYSE:FDX - Free Report) by 7.3% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC).
Northwestern Mutual Wealth Management Co. Lowers Position in Stryker Corporation $SYK
Northwestern Mutual Wealth Management Co. reduced its stake in Stryker Corporation (NYSE:SYK - Free Report) by 30.2% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm…
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