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.
Oren Shabat Laurent: Rethinking the Householder's Duty in Modern Wealth Management
In the fast-paced world of modern finance, the prevailing ethos often centers on relentless accumulation. The pursuit of wealth is frequently framed as a conquest, a never-ending race where the finish line constantly recedes. However, a growing…
CANACCORD GENUITY GROUP INC. THROUGH ITS WEALTH MANAGEMENT BUSINESS IN THE UK & CROWN DEPENDENCIES ANNOUNCES ACQUISITION OF EFG HARRIS ALLDAY
TORONTO and LONDON, Aug. 18, 2026 /CNW/ -- Canaccord Genuity Group Inc. (TSX: CF) (the 'Company') is pleased to announce that through its wealth management business in the UK & Crown Dependencies, it has entered into an agreement to acquire the…
Compass Wealth Management LLC Buys Shares of 35,738 Advanced Energy Industries, Inc. $AEIS
Compass Wealth Management LLC purchased a new position in shares of Advanced Energy Industries, Inc. (NASDAQ:AEIS - Free Report) in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.
Centric Wealth Management Takes Position in Qualcomm Incorporated $QCOM
Centric Wealth Management acquired a new stake in shares of Qualcomm Incorporated (NASDAQ:QCOM - Free Report) during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm acquired…
Centric Wealth Management Raises Position in UnitedHealth Group Incorporated $UNH
Centric Wealth Management grew its position in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 80.1% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 39,178…
8,448 Shares in Prologis, Inc. $PLD Acquired by Perigon Wealth Management LLC
Perigon Wealth Management LLC bought a new stake in shares of Prologis, Inc. (NYSE:PLD - Free Report) in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The…
Perigon Wealth Management LLC Takes Position in Bank of Hawaii Corporation $BOH
Perigon Wealth Management LLC purchased a new stake in Bank of Hawaii Corporation (NYSE:BOH - Free Report) in the second quarter, according to the company in its most recent filing with the SEC. The firm purchased 16,090 shares of the bank's stock…
Perigon Wealth Management LLC Invests $1.26 Million in Matson, Inc. $MATX
Perigon Wealth Management LLC acquired a new stake in Matson, Inc. (NYSE:MATX - Free Report) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund acquired 6,548 shares of the shipping…
Meadowbrook Wealth Management LLC Acquires 8,890 Shares of Apple Inc. $AAPL
Meadowbrook Wealth Management LLC lifted its holdings in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 94.6% during the 2nd quarter, according to its most recent disclosure with the SEC. The fund owned 18,289 shares of the iPhone maker's…
Centric Wealth Management Buys 16,250 Shares of Waste Management, Inc. $WM
Centric Wealth Management raised its stake in Waste Management, Inc. (NYSE:WM - Free Report) by 119.6% during the second quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 29,837 shares of the business…
Perigon Wealth Management LLC Invests $1.13 Million in Howmet Aerospace Inc. $HWM
Perigon Wealth Management LLC purchased a new position in Howmet Aerospace Inc. (NYSE:HWM - Free Report) during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 4,196…
Compass Wealth Management LLC Makes New Investment in EastGroup Properties, Inc. $EGP
Compass Wealth Management LLC purchased a new position in shares of EastGroup Properties, Inc. (NYSE:EGP - Free Report) during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission…
Alphabet Inc. $GOOGL Shares Purchased by Nolet Wealth Management LLC
Nolet Wealth Management LLC boosted its stake in shares of Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 89.9% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm…
Apollon Wealth Management LLC Boosts Stake in Broadcom Inc. $AVGO
Apollon Wealth Management LLC increased its position in shares of Broadcom Inc. (NASDAQ:AVGO - Free Report) by 2.4% during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 294,393…
Micron Technology, Inc. $MU Shares Sold by Activest Wealth Management
Activest Wealth Management lessened its stake in Micron Technology, Inc. (NASDAQ:MU - Free Report) by 28.8% in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned…
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