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.
Bank earnings crunch may spur ANZ to lead sector back into wealth management
ANZ chief executive Nuno Matos may well lead the major banks back into the wealth management sector in a meaningful way. After all, as HSBC's former head of personal banking and wealth, he knows the industry better than most. That would signal…
NVIDIA Corporation $NVDA Stock Acquired by RKL Wealth Management LLC
RKL Wealth Management LLC increased its stake in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 5.8% during the third quarter, according to its most recent filing with the SEC. The fund owned 88,888 shares of the computer hardware maker's stock…
Amazon.com, Inc. $AMZN Stock Holdings Raised by Segment Wealth Management LLC
Segment Wealth Management LLC grew its holdings in Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 8.4% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 35,330 shares of the e-commerce…
5,581 Alphabet Inc. $GOOGL Shares Purchased by Focused Wealth Management Inc
Focused Wealth Management Inc grew its position in shares of Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 10.8% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 57,239…
1,610 Microsoft Corporation $MSFT Shares Purchased by Decker Wealth Management LLC
Decker Wealth Management LLC raised its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 6.7% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 25,488 shares of…
Microsoft Corporation $MSFT Holdings Raised by Capital Advisors Wealth Management LLC
Capital Advisors Wealth Management LLC boosted its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 3.2% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor…
Microsoft Corporation $MSFT Shares Sold by Castle Rock Wealth Management LLC
Castle Rock Wealth Management LLC trimmed its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 7.7% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC).
1,164 Microsoft Corporation $MSFT Shares Acquired by Athena Wealth Management LLC
Athena Wealth Management LLC boosted its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 13.1% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).
Microsoft Corporation $MSFT Stock: GK Wealth Management LLC Trims Position
GK Wealth Management LLC cut its position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 25.5% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional…
Meta Platforms, Inc. $META Stock: Elite Wealth Management Inc. Increases Position
Elite Wealth Management Inc. lifted its stake in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 60.7% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 35,433 shares of…
Patrick Industries Raises Quarterly Dividend
Patrick Industries' board has raised the company's quarterly cash dividend to 52 cents a share from 47 cents. The increased dividend is payable Dec. 7 to shareholders of record on Nov. 23. Chief Executive Andy Nemeth said the dividend boost is…
The Future Of AI In Finance Is Control
Rohini Jain, Chief Financial Officer, BILL. As a CFO, I'm excited by AI's potential. It can save time and improve decision-making for finance teams. But using AI in finance carries a high bar. Finance leaders manage money and sensitive…
Sagami Rubber Industries 1H Net Y110.00M Vs Loss Y126.00M
Sagami Rubber Industries Co. Ltd. (5194.TO) Japan Half-Year Ended September 30 GROUP 2026 2025 Revenue Y3.25 bln Y3.12 bln Operating Profit Y74.00 mln Y161.00 mln Pretax Profit Y213.00 mln (Y14.00 mln) Net Profit Y110.00 mln (Y126.00 mln) Per share…
Ichikoh Industries 9-Mos Net Y4.54B Vs Net Y3.87B
Ichikoh Industries Ltd. (7244.TO) Japan Nine Months Ended September 30 GROUP 2026 2025 Revenue Y90.21 bln Y86.14 bln Operating Profit Y4.82 bln Y3.74 bln Pretax Profit Y6.19 bln Y4.98 bln Net Profit Y4.54 bln Y3.87 bln Per share Earnings Y47.13…
Osaka Yuka Industry FY Net Y181.00M Vs Loss Y32.00M
Osaka Yuka Industry Ltd. (4124.TO) Japan Year Ended September 30 GROUP 2026 2025 Revenue Y1.37 bln Y1.18 bln Operating Profit Y209.00 mln Y139.00 mln Pretax Profit Y209.00 mln Y138.00 mln Net Profit Y181.00 mln (Y32.00 mln) Per share Earnings…
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