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.
SilverOak Wealth Management LLC Sells 1,869 Shares of Apple Inc. $AAPL
SilverOak Wealth Management LLC trimmed its position in Apple Inc. (NASDAQ:AAPL - Free Report) by 8.6% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned…
Apple Inc. $AAPL Position Decreased by KDK Private Wealth Management LLC
KDK Private Wealth Management LLC decreased its position in Apple Inc. (NASDAQ:AAPL - Free Report) by 20.4% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional…
Daner Wealth Management LLC Invests $221,000 in Advanced Micro Devices, Inc. $AMD
Daner Wealth Management LLC bought a new position in Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 1,085…
Industrial Shares Edge Up as AI Power Prospects Bolster Group -- Industrials Roundup
Shares of industrial and transportation companies rose as bellwethers like GE Vernova report strong order backlogs of equipment used to generate power for AI data centers. GE Vernova raised its full-year revenue guidance and lifted its margin…
U.S. Futures Fall, European Stocks Mostly Down
U.S. futures for the S&P 500 were down 0.3% and futures for the Dow Jones Industrial Average fell 0.2%. Changes in futures do not necessarily predict movements after the opening bell. In Europe, the Stoxx Europe 600 declined 0.3% in morning…
The Great Wealth Transfer Has A Power Problem
NEW YORK - JUNE 30: A woman uses an ATM at A Bank of America branch June 30, 2005 in New York City. (Photo by Mario Tama/Getty Images) The coming wealth transfer is usually described as a financial event. It is really a power event. Cerulli…
Mine & Arao Wealth Creation & Management LLC. Reduces Holdings in Apple Inc. $AAPL
Mine & Arao Wealth Creation & Management LLC. reduced its stake in Apple Inc. (NASDAQ:AAPL - Free Report) by 2.0% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm…
JPMorgan Chase & Co. (JPM) Stock Lags the Market Despite Earnings Growth
Giverny Capital Asset Management, LLC, an investment management company, recently published its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The model portfolio returned 13.70% this quarter, compared to the S&P…
How To Integrate Alternative Investments Into A Traditional Portfolio
Jeff Bartel is chairman and managing director of Hamptons Group, a private investment and strategic advisory firm headquartered in Miami. Asset management alternative investments are an increasingly significant part of modern portfolio construction…
Affluent investors embrace long-term growth amid lower returns expectations: DBS survey
Affluent investors are increasingly diversifying their portfolios and focusing on long-term investment returns amid market volatility, while average expected investment returns lag among Hong Kong and mainland investors, a DBS survey said. SCROLL…
Technology Shares Buoyed By Robust Demand Hopes -- Technology Roundup
Shares of technology companies gained as companies show signs that demand remains healthy. Advanced Micro Devices and Anthropic signed a deal for tens of billions of dollars' worth of artificial-intelligence servers, strengthening AMD's competitive…
Healthcare Shares Weak as Uncertainty Over Drug Pricing Dogs Investors -- Health Care Roundup
Healthcare stocks are feeling pressure as companies within the industry face push-back on pricing and also pressure from the White House on reshoring efforts. Shares in several European and Asian makers of generic medicines fell after President…
Stability Is Not Safety: Building Portfolios For Survival
Andrew Sukhin is Managing Director of AGS Wealth Management of Raymond James. Every day I sit across from clients—founders who just sold the company they spent 20 years building, executives finally cashing out of concentrated stock, families…
SPAC Westin Acquisition to Take First Choice Healthcare Solutions Public
Westin Acquisition, a special purpose acquisition company, said it entered a deal that will see it take First Choice Healthcare Solutions public, with the combined company expected to trade on the Nasdaq following the close of the deal. The deal…
SPAC Pinnacle Acquisition Files for $200M IPO
Blank-check company Pinnacle Acquisition filed for a $200 million initial public offering of 20 million units. The company said it plans to focus on businesses with growth platforms, strong management teams, and opportunities to drive value…
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