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…
Wealth Management EDGE Day 2
From the water wings to wine, day 2 of the Wealth Management EDGE conference at The Boca Raton resort in Boca Raton, Fla., has a bit of everything. The weeklong event, which features more than 250 speakers in front of a nearly 1,000 financial…
Compass Wealth Management LLC Sells 6,708 Shares of Advanced Energy Industries, Inc. $AEIS
Compass Wealth Management LLC lowered its position in shares of Advanced Energy Industries, Inc. (NASDAQ:AEIS - Free Report) by 11.2% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange…
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…
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…
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…
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…
Compass Wealth Management LLC Lowers Holdings in Pinterest, Inc. $PINS
Compass Wealth Management LLC decreased its position in Pinterest, Inc. (NYSE:PINS - Free Report) by 49.5% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 63,290 shares of the company's stock after…
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…
Gilpin Wealth Management LLC Takes Position in Amgen Inc. $AMGN
Gilpin Wealth Management LLC purchased a new stake in Amgen Inc. (NASDAQ:AMGN - Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 4,197 shares…
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…
Shopify Inc. $SHOP Shares Sold by Jessup Wealth Management Inc
Jessup Wealth Management Inc reduced its stake in Shopify Inc. (NASDAQ:SHOP - Free Report) TSE: SHOP by 85.6% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The…
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