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.
JDH Wealth Management LLC Reduces Stake in Apple Inc. $AAPL
JDH Wealth Management LLC trimmed its position in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 33.6% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 6,057…
EPG Wealth Management LLC Boosts Holdings in Amazon.com, Inc. $AMZN
EPG Wealth Management LLC increased its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 28.8% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 24,490…
Cassaday & Co Wealth Management LLC Raises Stock Position in Lockheed Martin Corporation $LMT
Cassaday & Co Wealth Management LLC lifted its holdings in shares of Lockheed Martin Corporation (NYSE:LMT - Free Report) by 34.8% during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 6,096…
Cassaday & Co Wealth Management LLC Decreases Stock Holdings in NRG Energy, Inc. $NRG
Cassaday & Co Wealth Management LLC decreased its holdings in NRG Energy, Inc. (NYSE:NRG - Free Report) by 25.1% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund…
Cassaday & Co Wealth Management LLC Raises Stock Position in Palantir Technologies Inc. $PLTR
Cassaday & Co Wealth Management LLC raised its stake in shares of Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) by 31.9% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission.
Paragon Private Wealth Management LLC Has $8.43 Million Stock Position in Amazon.com, Inc. $AMZN
Paragon Private Wealth Management LLC grew its position in shares of Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 31.2% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The…
Rialto Wealth Management LLC Has $1.45 Million Position in AutoNation, Inc. $AN
Rialto Wealth Management LLC grew its holdings in AutoNation, Inc. (NYSE:AN - Free Report) by 364.5% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 6,633 shares of…
S&P 500 futures are little changed after back-to-back losing weeks: Live updates
S&P 500 futures are near flat Monday night following two straight negative weeks for the benchmark. Futures tied to the broad index added 0.1%, while Nasdaq 100 futures shed 0.2%. Dow Jones Industrial Average futures rose 76 points, or 0.2%. The…
Markets Last Week: AI Jitters, Robinhood's Slide, Rotation Trade
What do software companies, wealth-management firms and the trucking business all have in common? And why are blue-chip stocks like Walmart outperforming the market? Plus, how did a former karaoke company sink transportation stocks? I discuss the…
Stock market doom loop is hitting everything that touches AI
Getting your Trinity Audio player ready... By Jeran Wittenstein and Ryan Vlastelica | Bloomberg The stock market turmoil unleashed by the artificial-intelligence industry reflects two fears that are increasingly at odds. One is that AI is poised to…
The Contradiction at the Heart of the AI Selloff
This article is for subscribers only. There's a contradiction at the center of how Wall Street has been talking about artificial intelligence. On one side, there's the view that AI will dramatically change the economy. (That's been the driving…
Futures, Global Markets Rise With US Markets Closed For President's Day
Stocks gained, bitcoin tumbled and bonds steadied after Friday's cool CPI data reinforced expectations that the Fed will cut interest rates on multiple occasions this year. With US markets closed for the Presidents' Day holiday and mainland China's…
GAM Holding Announces Gerhard Lohmann as Group CFO to Support Next Phase of Strategic Growth
GAM Holding Announces Gerhard Lohmann as Group CFO to Support Next Phase of Strategic Growth GAM Holding AG (GAM:SWX) today announced a transition in its senior leadership team as the firm moves confidently into the next phase of its strategic…
AI Turns From Friend To Foe - Will AI Kill The Bull Market?
Last week, fears of AI damaging long-standing business models expanded into wealth management, logistics stocks, and financial stocks, and there were plenty of dire predictions. Wall Street doesn't like uncertainty that points to multiple…
Carla Seely returns to Freisenbruch as COO
65f1ad7d-6662-4584-b419-052b8bb538b3 Patrick Neal, left, Michael Freisenbruch and Carla Seely (Photograph supplied) The Royal Gazette columnist, Carla Seely, has rejoined Freisenbruch Insurance Services Ltd as chief operating officer. As a writer…
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