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.

fool.com - Jonathan Ponciano - Wealth Manager Sells $3 Million of Short-Term Bond ETF With 1-Year Duration. What Should Investors Know??
Wealth Manager Sells $3 Million of Short-Term Bond ETF With 1-Year Duration. What Should Investors Know??
The Motley Fool

On April 9, 2026, Avior Wealth Management reported selling 174,993 shares of the Invesco BulletShares 2027 Corporate Bond ETF (BSCR +0.03%), an estimated $3.45 million trade based on quarterly average pricing, according to a new SEC filing.

wealthmanagement.com - Diana Britton - U.S. Bank Pens Wealth Management Deal With NFL
U.S. Bank Pens Wealth Management Deal With NFL
Wealth Management

U.S. Bank announced this week that it has signed a multi-year agreement to become the official bank and wealth management sponsor of the National Football League. In conjunction with the partnership, U.S. Bank is launching a new financial guidance…

marketbeat.com - Spire Wealth Management Acquires 2,543 Shares of Apple Inc. $AAPL
Spire Wealth Management Acquires 2,543 Shares of Apple Inc. $AAPL
MarketBeat

Spire Wealth Management grew its holdings in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 0.7% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 386,398…

marketbeat.com - Alphabet Inc. $GOOG Position Increased by 1900 Wealth Management LLC
Alphabet Inc. $GOOG Position Increased by 1900 Wealth Management LLC
MarketBeat

1900 Wealth Management LLC raised its position in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 32.0% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor…

marketbeat.com - MOR Wealth Management LLC Buys Shares of 5,283 Microsoft Corporation $MSFT
MOR Wealth Management LLC Buys Shares of 5,283 Microsoft Corporation $MSFT
MarketBeat

MOR Wealth Management LLC bought a new stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor bought 5,283 shares of the software…

marketbeat.com - NVIDIA Corporation $NVDA is Bernard Wealth Management Corp.'s Largest Position
NVIDIA Corporation $NVDA is Bernard Wealth Management Corp.'s Largest Position
MarketBeat

Bernard Wealth Management Corp. trimmed its position in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 2.6% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 216,437 shares of…

marketbeat.com - Signature Wealth Management Group Purchases 10,924 Shares of Amazon.com, Inc. $AMZN
Signature Wealth Management Group Purchases 10,924 Shares of Amazon.com, Inc. $AMZN
MarketBeat

Signature Wealth Management Group grew its position in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 169.6% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 17,364…

marketbeat.com - Sherman Wealth Management LLC Purchases New Position in Microsoft Corporation $MSFT
Sherman Wealth Management LLC Purchases New Position in Microsoft Corporation $MSFT
MarketBeat

Sherman Wealth Management LLC acquired a new stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 1,384 shares of the…

marketbeat.com - Perigon Wealth Management LLC Has $88.09 Million Stake in Alphabet Inc. $GOOG
Perigon Wealth Management LLC Has $88.09 Million Stake in Alphabet Inc. $GOOG
MarketBeat

Perigon Wealth Management LLC increased its stake in Alphabet Inc. (NASDAQ:GOOG - Free Report) by 1.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned…

marketbeat.com - Alphabet Inc. $GOOGL Stock Holdings Lowered by PFG Private Wealth Management LLC
Alphabet Inc. $GOOGL Stock Holdings Lowered by PFG Private Wealth Management LLC
MarketBeat

PFG Private Wealth Management LLC lowered its position in shares of Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 78.0% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 941 shares of the information services…

marketbeat.com - Lord & Richards Wealth Management LLC Sells 3,283 Shares of Amazon.com, Inc. $AMZN
Lord & Richards Wealth Management LLC Sells 3,283 Shares of Amazon.com, Inc. $AMZN
MarketBeat

Lord & Richards Wealth Management LLC lessened its stake in Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 36.1% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 5,817 shares of the…

marketbeat.com - 1900 Wealth Management LLC Has $2.91 Million Position in Broadcom Inc. $AVGO
1900 Wealth Management LLC Has $2.91 Million Position in Broadcom Inc. $AVGO
MarketBeat

1900 Wealth Management LLC boosted its stake in shares of Broadcom Inc. (NASDAQ:AVGO - Free Report) by 50.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional…

marketbeat.com - Campbell Deegan Wealth Management LLC Buys New Shares in The Sherwin-Williams Company $SHW
Campbell Deegan Wealth Management LLC Buys New Shares in The Sherwin-Williams Company $SHW
MarketBeat

Campbell Deegan Wealth Management LLC bought a new stake in The Sherwin-Williams Company (NYSE:SHW - Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund bought 6,430 shares…

marketwatch.com - Industrials Up on Hopes for Inflation Peak -- Industrials Roundup
Industrials Up on Hopes for Inflation Peak -- Industrials Roundup
MarketWatch

Shares of industrial and transportation companies rose amid hopes that inflation has peaked. Shares of GE Aerospace and other jet-engine makers such as Safran and Rolls-Royce added to their cease-fire related gains. The U.S. gross domestic product…

marketwatch.com - Clearwater Paper to Trim 20% of Staff at Arkansas Facility, to Halve Production Capacity
Clearwater Paper to Trim 20% of Staff at Arkansas Facility, to Halve Production Capacity
MarketWatch

Clearwater Paper will cut about 20% the workforce at its facility in Cypress Bend, Ark., and said the facility would operate at roughly half of its production capacity. The company said the restructuring would deliver between $8 million and $12…

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