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.
FD Wealth Management appoints chartered planner in third hire from RBS Brewin Dolphin
The firm has been increasing its focus on current and former business owners and their families, many of whom have complex financial needs and significant personal and business assets. FD Wealth was previously part of accountancy firm French Duncan…
Wealth Management Launches AI Agent
Wealth Management would like to present a new feature on its website, starting today. In the bottom right side of your screen (for now, move it anywhere you wish), you'll see a circled starburst. Hover over that and click on it, and it will open a…
Microsoft Corporation $MSFT Shares Sold by RBA Wealth Management LLC
RBA Wealth Management LLC reduced its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 13.0% in the 2nd quarter, according to its most recent filing with the SEC. The firm owned 17,220 shares of the software giant's stock after…
21,610 Shares in Amazon.com, Inc. $AMZN Acquired by Western Wealth Management LLC
Western Wealth Management LLC purchased a new position in Amazon.com, Inc. (NASDAQ:AMZN - Free Report) during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund purchased 21,610 shares…
Cadence Wealth Management LLC Makes New $661,000 Investment in Apple Inc. $AAPL
Cadence Wealth Management LLC acquired a new stake in shares of Apple Inc. (NASDAQ:AAPL - Free Report) during the second quarter, according to its most recent disclosure with the SEC. The fund acquired 2,286 shares of the iPhone maker's stock…
Kingsview Wealth Management LLC Sells 3,660 Shares of JPMorgan Chase & Co. $JPM
Kingsview Wealth Management LLC decreased its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 2.4% during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor…
Northwestern Mutual Wealth Management Co. Makes New $1.03 Billion Investment in Apple Inc. $AAPL
Northwestern Mutual Wealth Management Co. purchased a new position in Apple Inc. (NASDAQ:AAPL - Free Report) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund…
$124 Trillion Is Changing Hands-Most Families Will Lose It
Luis Miletti Jr, CRPC, CIMA, MWM Family Office Founder & CEO. $124 trillion. That is the amount Cerulli Associates projects will transfer between generations in the United States through 2048. It is the largest intergenerational movement of…
Public brings AI trading agents to prediction markets with Kalshi tie-up
Agentic commerce and prediction markets are two of tech's biggest narratives this year. Now, New York-based investing app Public is bringing them together with a product that lets AI agents execute automated strategies tied to real-world events. On…
Singapore's finance firms pledge to train 80,000 local staff in AI skills
Singapore's major financial institutions have pledged to train more than 80,000 local employees in AI skills as the country moves to cushion white-collar workers from potential job disruption. A pioneer batch of 23 banks, insurers and asset…
US Stock Futures Fall as Treasury Yields Surge Ahead of Trump-Xi Summit
U.S. stock futures fell Thursday as rising Treasury yields and higher oil prices pressured Wall Street, while investors prepared for a closely watched meeting between President Donald Trump and Chinese President Xi Jinping. At 08:37 ET (12:37 GMT)…
Oracle Corp Japan 1Q Parent Net Y18.25B Vs Net Y14.81B
Copyright ©2026 MarketWatch, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8 Dow Jones Newswires is a market-moving financial and business news source, used by wealth managers, institutional investors and fintech platforms around…
Eli Lilly Gets FDA OK for Onswik Once-Weekly Insulin Injection
Eli Lilly has won U.S. Food and Drug Administration approval for Onswik, a once-weekly basal insulin injection treatment for adults with type 2 diabetes. Eli Lilly on Thursday said Onswik is designed to deliver steady basal insulin levels over…
Redwire Picked as Vendor for $980M Space Force Contract
U.S. Space Systems Command selected Redwire as one of 15 vendors for a national testing and training infrastructure contract valued at more than $980 million. Redwire said Thursday it is well positioned to support the contract with design…
Vertiv to Buy Fluid-Management Company King Environmental Services
Vertiv Holdings said it has entered into a deal to buy King Environmental Services, a Europe-based provider of fluid management, commissioning and load-testing services for high-density, liquid-cooled data centers and other applications. Financial…
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