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.
Savant Wealth Management Review 2026
Savant Wealth Management offers comprehensive financial planning and investment management to clients with at least $300,000 to invest. The firm's clients pay 0.50% to 1.50% for planning and investment management services and flat fees for certain…
Godrej Wealth views PE, bank-backed wealth managers as competitors
Godrej Wealth, the new wealth management subsidiary of Godrej Industries,bank backed or private equity backed peers as competitors, said Pirojsha Godrej, the Chairperson designate of Godrej Industries. “A lot of the participants' incentives…
Godrej Industries group ventures into wealth management, targets ₹1 lakh crore asset in 5 years
Godrej Industries, through its subsidiary Godrej Investments, has ventured into wealth management business with the launch of Godrej Wealth and targets to build ₹1-lakh crore assets under management (AUM) in the next five years. The business…
Western Wealth Management LLC Acquires 2,851 Shares of Alphabet Inc. $GOOGL
Western Wealth Management LLC grew its holdings in Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 3.2% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned…
Kingsview Wealth Management LLC Sells 91,620 Shares of SLB Limited $SLB
Kingsview Wealth Management LLC trimmed its position in shares of SLB Limited (NYSE:SLB - Free Report) by 80.9% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 21,667…
Kingsview Wealth Management LLC Takes $880,000 Position in Kinetik Holdings Inc. $KNTK
Kingsview Wealth Management LLC bought a new position in shares of Kinetik Holdings Inc. (NYSE:KNTK - Free Report) in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor bought 24,419…
Pinnacle Wealth Management Advisory Group LLC Buys 1,867 Shares of Microsoft Corporation $MSFT
Pinnacle Wealth Management Advisory Group LLC grew its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 2.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange…
Industrials Up as AI Optimism Offsets Transport Fears -- Industrials Roundup
Shares of industrial and transportation companies rose as traders bet a data-center development boom would offset the impact of stubbornly high energy prices. Dry-bulk shipping line Genco Shipping & Trading's board unanimously rejected rival Diana…
Energy Up Alongside Oil Futures -- Energy Roundup
Shares of energy companies rose alongside oil futures as traders despaired of a deal between the U.S. and Iran. Violence in Lebanon continued, even as Iran warned that it considered clashes there to be violations of the cease-fire. Oil futures rose…
Opinion | Hong Kong is emerging as a leading capital hub of the multipolar era
For years, Hong Kong's obituary has been repeatedly written by international commentators. Geopolitical tensions, pandemic isolation, concerns over capital flight and questions surrounding the city's future contributed to a narrative of…
How Anthony Pompliano thinks AI will turbocharge the independent investor
Anthony Pompliano built his reputation as a laser-eyed crypto evangelist. These days, he's more interested in your brokerage account. Pompliano, who spent years proselytizing digital assets, told Semafor's Compound Interest show that he now sees…
The 'Dumb Money' Myth Is Collapsing, But Market Infrastructure Hasn't Caught Up
Bill Capuzzi is the CEO of Apex Fintech Solutions, advancing digital custody, clearing, and wealthtech for the next generation. For years, 'dumb money' has been the market's favorite punchline. It was the label applied to retail investors during…
Communications Services Down on Retreat From Sector -- Communications Services Roundup
Communications-services fell as traders retreated from sectors sensitive to consumer-spending trends. The European Union started its formal antitrust screening of Paramount Skydance's $81 billion bid for Warner Bros. Discovery, according to an…
Utilities Up on Rotation Back to Sector -- Utilities Roundup
Shares of power producers rose as traders rotated back into a sector that had fallen into disfavor. The SPDR Select Sector Utilities exchange-traded fund, which tracks the utilities industry group of the S&P 500, rose 1.9%, returning to the green…
China Services Activity Sped Up in May as Demand Improved
A private gauge of China's services activity expanded at a faster rate in May, supported by an improvement in new business and domestic demand. The RatingDog services purchasing managers index compiled by S&P Global rose to 54.4 last month from…
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