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 - Tara Faquir - How Data Can Give Lawyers And Wealth Managers A Competitive Edge
How Data Can Give Lawyers And Wealth Managers A Competitive Edge
Forbes

Tara Faquir, Co-Founder & COO of Trustate, is redefining the legal sector with a data-first, automation-driven platform. ​When most people hear the word 'data,' they picture a Silicon Valley startup or a Wall Street quant desk. Data, in…

fool.com - Dave Kovaleski - Why is this Wealth Manager Buying 1 Million Shares of Harley Davidson?
Why is this Wealth Manager Buying 1 Million Shares of Harley Davidson?
The Motley Fool

On June 8, 2026, wealth manager Pine Valley Investments Ltd Liability Co disclosed a buy of 1,133,505 Harley-Davidson shares, an estimated $22.22 million trade based on quarterly average pricing. According to a June 8, 2026 SEC filing, Pine Valley…

wealthmanagement.com - Patrick Donachie - AI Intensifies War for Talent in Wealth Management
AI Intensifies War for Talent in Wealth Management
Wealth Management

As artificial intelligence and other tremors rock the financial services industry, Cresset CEO Susie Cranston speculated that the war for talent may intensify. During last week's BNY INSITE conference in Aurora, Colo., Cranston said that…

marketbeat.com - Netflix, Inc. $NFLX Position Increased by Tradition Wealth Management LLC
Netflix, Inc. $NFLX Position Increased by Tradition Wealth Management LLC
MarketBeat

Tradition Wealth Management LLC increased its stake in shares of Netflix, Inc. (NASDAQ:NFLX - Free Report) by 764.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC).

marketbeat.com - Alphabet Inc. $GOOGL Shares Sold by Nicola Wealth Management LTD.
Alphabet Inc. $GOOGL Shares Sold by Nicola Wealth Management LTD.
MarketBeat

Nicola Wealth Management LTD. decreased its holdings in shares of Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 43.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The…

marketbeat.com - 2,169 Shares in Apple Inc. $AAPL Purchased by Redstone Wealth Management LLC
2,169 Shares in Apple Inc. $AAPL Purchased by Redstone Wealth Management LLC
MarketBeat

Redstone Wealth Management LLC purchased a new position in shares of Apple Inc. (NASDAQ:AAPL - Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 2,169…

marketbeat.com - 20,000 Shares in NVIDIA Corporation $NVDA Acquired by Redstone Wealth Management LLC
20,000 Shares in NVIDIA Corporation $NVDA Acquired by Redstone Wealth Management LLC
MarketBeat

Redstone Wealth Management LLC acquired a new position in NVIDIA Corporation (NASDAQ:NVDA - Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund acquired 20,000 shares of the computer…

biztimes.com - BizTimes Staff - The latest economic insights
The latest economic insights
BizTimes - Milwaukee Business News

While consumers are feeling pressure and service-sector momentum is softening, manufacturing offered a rare bright spot. The ISM Manufacturing Index for May came in better than expected, supported by firmer new orders and a rebound in production…

forbes.com - Dara-Abasi Ita - Retail Bond Buyers Get A Door Into Institutional Pricing
Retail Bond Buyers Get A Door Into Institutional Pricing
Forbes

A tie-up between MarketAxess and the AI platform Moment routes wealth managers into the institutional bond market, aiming at the price gap that has long separated retail and professional fixed-income investors. The price a small investor pays for a…

travelweekly.co.uk - Phil Davies - Travel spend falls for third consecutive month as lates market stalls
Travel spend falls for third consecutive month as lates market stalls
Travel Weekly

Jun 9, 202600:06 GMT by Phil Davies Spending on travel fell for a third consecutive month in May as consumer concerns over the impact of conflict in the Middle East remain high, Barclays disclosed today (Tuesday). Consumer card spending dropped by…

minnpost.com - Sydney Zahradka - Member tickets available for Treatment or retreat? The future of addiction care in Minnesota
Member tickets available for Treatment or retreat? The future of addiction care in Minnesota
MinnPost

Member pre-sale is NOW OPEN for Treatment or retreat? The future of addiction care in Minnesota, a MinnPost Social event on Monday, June 22, from 5:30-7 p.m. at Calvary Baptist Church in Minneapolis. Minnesota has developed innovative and…

scmp.com - Emma Ma - Why are Chinese savers moving money out of banks and into tech stocks?
Why are Chinese savers moving money out of banks and into tech stocks?
South China Morning Post

Prompted by lower interest rates on long-term bank deposits, Gong Jie, who works for an export firm in Shanghai, recently decided to invest half her savings in technology-focused mutual funds. “A three-year deposit of mine at Industrial and…

cnbc.com - Joshua Brown - Two Josh Brown stocks bucking the real estate headwinds: The new data center landlord and a mall owner
Two Josh Brown stocks bucking the real estate headwinds: The new data center landlord and a mall owner
CNBC

(This is The Best Stocks in the Market, brought to you by Josh Brown and Sean Russo of Ritholtz Wealth Management.) Josh — I'm old enough to remember when people were bullish on Prologis (PLD) because of its reputation as 'the landlord of…

mirror.co.uk - James Rodger, Rory Poulter - HMRC '£3,000 penalties' in inheritance tax crackdown
HMRC '£3,000 penalties' in inheritance tax crackdown
The Mirror

An HMRC inheritance tax crackdown has seen inheritance tax, or IHT, penalties surge by a third. Grieving families have been compelled to hand over £3m in fines to HMRC and the Labour Party government's tax arm. HMRC has slapped the executors…

newswire.ca - RBC Wealth Management - RBC Dominion Securities earns top advisor rating among bank-owned investment dealers in Investment Executive's 2026 Brokerage Report Card, marking its 20th consecutive year at the top
RBC Dominion Securities earns top advisor rating among bank-owned investment dealers in Investment Executive's 2026 Brokerage Report Card, marking its 20th consecutive year at the top
CNW

Two decades of industry-leading support for advisors and trusted advice for clients TORONTO, June 8, 2026 /CNW/ - RBC Dominion Securities (RBC DS), a division of RBC Wealth Management, has been recognized by its advisors as the highest-rated…

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