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.
Apple Inc. $AAPL Shares Sold by Gibbs Wealth Management
Gibbs Wealth Management cut its stake in Apple Inc. (NASDAQ:AAPL - Free Report) by 20.7% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 19,659…
Lyell Wealth Management LP Sells 3,597 Shares of JPMorgan Chase & Co. $JPM
Lyell Wealth Management LP cut its stake in JPMorgan Chase & Co. (NYSE:JPM) by 3.6% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 96,673 shares of the…
Golden State Wealth Management LLC Acquires 9,328 Shares of NVIDIA Corporation $NVDA
Golden State Wealth Management LLC raised its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 8.3% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The…
Oxinas Partners Wealth Management LLC Sells 1,639 Shares of Meta Platforms, Inc. $META
Oxinas Partners Wealth Management LLC reduced its stake in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 46.6% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange…
Tesla, Inc. $TSLA Shares Sold by Empirical Financial Services LLC d.b.a. Empirical Wealth Management
Empirical Financial Services LLC d.b.a. Empirical Wealth Management lowered its stake in shares of Tesla, Inc. (NASDAQ:TSLA - Free Report) by 4.5% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange…
NVIDIA Corporation $NVDA Shares Purchased by Private Wealth Asset Management LLC
Private Wealth Asset Management LLC raised its holdings in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 46.9% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 29,251…
3 Numbers Stock Market Bulls Don't Want To Acknowledge
Market risks are mounting as AI-driven capex surges, pressuring free cash flow at hyperscalers like META, AMZN, MSFT, and GOOG. Combined free cash flow for these four is projected to plunge 75-80% to $35–$50B in FY2026, sharply raising…
China Defies Global 'AI Scare Trade' as Investors Chase Winners
US markets are gripped by the “AI scare trade,” with investors selling software firms and wealth managers on concern that rapid advances in artificial intelligence will erode established business models. In China, the mood is far more…
How to diversify your 401(k) in under an hour
Spreading money across different types of assets and risk levels - aka “ diversification ” - is a basic principle of investing. If you have a 401(k) retirement account and haven't adjusted the portfolio 's risk level and asset mix in…
BMO Capital Markets Issues Positive Forecast for LyondellBasell Industries (NYSE:LYB) Stock Price
LyondellBasell Industries (NYSE:LYB - Get Free Report) had its price objective boosted by BMO Capital Markets from $36.00 to $38.00 in a note issued to investors on Friday, MarketScreener reports. BMO Capital Markets' price objective suggests a…
Atlassian: One Of The Biggest Casualties Of The SaaS-Pocalypse (NASDAQ:TEAM)
Atlassian has been one of the biggest casualties of what is now called the SaaS-pocalypse, and it is precisely why I decided to look into it. We are not even two months into 2026 and Atlassian's stock is already down by more than 50% on a…
PPG Industries (NYSE:PPG) Stock Price Expected to Rise, Evercore Analyst Says
PPG Industries (NYSE:PPG - Get Free Report) had its price objective boosted by stock analysts at Evercore from $112.00 to $128.00 in a report released on Wednesday, MarketScreener reports. Evercore's price target suggests a potential upside of…
When life insurance makes sense
Family protection: life insurance bolsters financial security for those left behind (File photograph) It is that time of year again when several of my personal insurance policies are up for renewal, including two life insurance policies. To be…
Octanom Tech Expands Presence in Mumbai
Mumbai: Octanom Tech, a leading WealthTech innovator designing new-age financial products to democratize safe and intelligent investing in India, has announced the appointment of Rajesh Vora as Chief Operating Officer and Khushal Devera as Head…
The CEO of a $1 billion AI unicorn says his peers in Silicon Valley want you to fear for your job, but they're actually first on the chopping block
Silicon Valley's artificial intelligence (AI) boom has sparked widespread panic about the future of human labor, a moment summed up by AI executive Matt Shumer's viral essay likening this moment in white-collar work to February 2020, before the…
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