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.
Abacus Global Management, Inc. (ABX) Discusses Role as Market Maker in Life Settlements and Expansion Into Wealth Management Transcript
Abacus Global Management, Inc. (ABX) Discusses Role as Market Maker in Life Settlements and Expansion Into Wealth Management September 30, 2026 10:00 AM EDT Jay Jackson - CEO, President & Chairman It's my pleasure to welcome Abacus Management's…
Microsoft Corporation $MSFT Stake Lifted by Correct Capital Wealth Management
Correct Capital Wealth Management grew its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 6.1% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The…
Microsoft Corporation $MSFT Stock Acquired by Mindset Wealth Management LLC
Mindset Wealth Management LLC grew its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 22.6% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund…
9,337 Shares in NVIDIA Corporation $NVDA Bought by Aegis Wealth Management LLC
Aegis Wealth Management LLC bought a new stake in NVIDIA Corporation (NASDAQ:NVDA - Free Report) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional…
Fox Hill Wealth Management Purchases 44,332 Shares of Apple Inc. $AAPL
Fox Hill Wealth Management purchased a new position in Apple Inc. (NASDAQ:AAPL - Free Report) in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund purchased 44,332 shares of the iPhone maker's stock…
NVIDIA Corporation $NVDA Shares Sold by Texas Capital Bank Wealth Management Services Inc
Texas Capital Bank Wealth Management Services Inc lowered its holdings in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 7.1% during the second quarter, according to the company in its most recent filing with the SEC. The fund owned 739,865…
Vermillion & White Wealth Management Group LLC Makes New $2 Million Investment in Apple Inc. $AAPL
Vermillion & White Wealth Management Group LLC purchased a new position in Apple Inc. (NASDAQ:AAPL - Free Report) during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm purchased…
In Commercial Real Estate, The Calendar Is Riskier Than The Market
Khalifa Aldhaheri is the Vice Chairman of Vertix Holdings. Every real estate downturn gets blamed on the same culprit after the fact: The market turned, rents softened, capitalization rates widened and asset values fell. That explanation is…
BNP Paribas Breaks Into Nordic Wealth Market, Hires Region Head
BNP Paribas SA is entering the wealth-management market in Europe's Nordic region, betting on a growing number of high-net-worth individuals and a stable environment in those countries. The lender tapped Stina Norrhede as head of wealth management…
Giving while living' has become a popular trend for passing on family wealth, says Edward Jones CEO
Many older people save their money in order to leave something to their families when they pass on. That is not always the best approach, says Penny Pennington, the CEO of Wealth management firm Edward Jones, who suggests that parents and others…
Broken market: 75% of S&P 500 stocks had a lousy September
The S & P 500 is only about 1% below its August all-time high, but September was a much rougher month beneath the surface. About three-quarters of the stocks in the benchmark index fell this month, highlighting how narrow market leadership has…
Portfolio adviser to the super-rich wanted a bigger stock market correction. Here's why
Citi Wealth would have welcomed a deeper stock-market correction this year, seeing any bigger pullback as an opportunity to buy as strong corporate earnings continue to underpin equities. 'We wouldn't have minded a little bit more of a correction,'…
Will the Stock Market Crash? History Gives a 95% Reason to Stay Calm
There are growing concerns about whether the stock market is about to crash. In fact, the British newspaper The Guardian recently ran an article titled 'Are Global Stock Markets Heading for a Crash?' Although worries appear to be mounting, history…
Money Managers Are Asking Clients to Give the Bond Market Another Chance
Wealth advisers and investment managers are trying to persuade their clients to embrace an asset class that many have grown to despise. They want investors to get back into bonds to take advantage of tempting yields. But it is a tall task after…
The U.S. just made it much easier for retail investors to access private markets
The SEC on Wednesday approved plans to further open up private markets to individual investors. The proposals could allow managers to charge higher performance fees in retail-focused products, and more accredited investor licenses for individuals.
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