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.

forbes.com - Elie Nour - What Freedom Means In Wealth Management In 2026
What Freedom Means In Wealth Management In 2026
Forbes

Elie Nour is the Founder and CEO at Nour Private Wealth, a wealth management firm catering to UHNW and institutional clients. ​The wealth management industry is entering a new era of consolidation. Across the market, independent advisory…

wealthmanagement.com - Wealth Management EDGE Day 2
Wealth Management EDGE Day 2
Wealth Management

From the water wings to wine, day 2 of the Wealth Management EDGE conference at The Boca Raton resort in Boca Raton, Fla., has a bit of everything. The weeklong event, which features more than 250 speakers in front of a nearly 1,000 financial…

marketbeat.com - Compass Wealth Management LLC Sells 6,708 Shares of Advanced Energy Industries, Inc. $AEIS
Compass Wealth Management LLC Sells 6,708 Shares of Advanced Energy Industries, Inc. $AEIS
MarketBeat

Compass Wealth Management LLC lowered its position in shares of Advanced Energy Industries, Inc. (NASDAQ:AEIS - Free Report) by 11.2% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange…

marketbeat.com - Omnitrust Wealth Management Inc Invests $929,000 in Broadcom Inc. $AVGO
Omnitrust Wealth Management Inc Invests $929,000 in Broadcom Inc. $AVGO
MarketBeat

Omnitrust Wealth Management Inc purchased a new position in shares of Broadcom Inc. (NASDAQ:AVGO - Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm…

marketbeat.com - Vista Cima Wealth Management LLC Raises Stake in Alphabet Inc. $GOOGL
Vista Cima Wealth Management LLC Raises Stake in Alphabet Inc. $GOOGL
MarketBeat

Vista Cima Wealth Management LLC increased its stake in Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 99.0% during the fourth quarter, according to its most recent filing with the SEC. The fund owned 3,937 shares of the information services…

marketbeat.com - Amazon.com, Inc. $AMZN Position Lifted by Vista Cima Wealth Management LLC
Amazon.com, Inc. $AMZN Position Lifted by Vista Cima Wealth Management LLC
MarketBeat

Vista Cima Wealth Management LLC raised its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 53.2% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 9,954 shares of…

marketbeat.com - Microsoft Corporation $MSFT Shares Bought by Vista Cima Wealth Management LLC
Microsoft Corporation $MSFT Shares Bought by Vista Cima Wealth Management LLC
MarketBeat

Vista Cima Wealth Management LLC raised its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 94.7% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned…

marketbeat.com - Vista Cima Wealth Management LLC Grows Stock Position in NVIDIA Corporation $NVDA
Vista Cima Wealth Management LLC Grows Stock Position in NVIDIA Corporation $NVDA
MarketBeat

Vista Cima Wealth Management LLC increased its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 135.6% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange…

marketbeat.com - Vista Cima Wealth Management LLC Boosts Stock Holdings in Apple Inc. $AAPL
Vista Cima Wealth Management LLC Boosts Stock Holdings in Apple Inc. $AAPL
MarketBeat

Vista Cima Wealth Management LLC increased its holdings in Apple Inc. (NASDAQ:AAPL - Free Report) by 39.8% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 21,411…

marketbeat.com - Vista Cima Wealth Management LLC Purchases 1,195 Shares of Meta Platforms, Inc. $META
Vista Cima Wealth Management LLC Purchases 1,195 Shares of Meta Platforms, Inc. $META
MarketBeat

Vista Cima Wealth Management LLC increased its position in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 157.4% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund…

marketbeat.com - Compass Wealth Management LLC Lowers Holdings in Pinterest, Inc. $PINS
Compass Wealth Management LLC Lowers Holdings in Pinterest, Inc. $PINS
MarketBeat

Compass Wealth Management LLC decreased its position in Pinterest, Inc. (NYSE:PINS - Free Report) by 49.5% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 63,290 shares of the company's stock after…

marketbeat.com - Paragon Private Wealth Management LLC Buys New Shares in Micron Technology, Inc. $MU
Paragon Private Wealth Management LLC Buys New Shares in Micron Technology, Inc. $MU
MarketBeat

Paragon Private Wealth Management LLC bought a new stake in Micron Technology, Inc. (NASDAQ:MU - Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The…

marketbeat.com - Gilpin Wealth Management LLC Takes Position in Amgen Inc. $AMGN
Gilpin Wealth Management LLC Takes Position in Amgen Inc. $AMGN
MarketBeat

Gilpin Wealth Management LLC purchased a new stake in Amgen Inc. (NASDAQ:AMGN - Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 4,197 shares…

marketbeat.com - Paragon Private Wealth Management LLC Makes New $261,000 Investment in Intel Corporation $INTC
Paragon Private Wealth Management LLC Makes New $261,000 Investment in Intel Corporation $INTC
MarketBeat

Paragon Private Wealth Management LLC purchased a new position in shares of Intel Corporation (NASDAQ:INTC - Free Report) in the fourth quarter, according to its most recent filing with the SEC. The firm purchased 7,073 shares of the chip maker's…

marketbeat.com - Shopify Inc. $SHOP Shares Sold by Jessup Wealth Management Inc
Shopify Inc. $SHOP Shares Sold by Jessup Wealth Management Inc
MarketBeat

Jessup Wealth Management Inc reduced its stake in Shopify Inc. (NASDAQ:SHOP - Free Report) TSE: SHOP by 85.6% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The…

Receive a Daily briefing on Wealth Management Industry News

Get Started