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.
Banks plot a move back into wealth management, but can it work?
It's shaping up as only a matter of time before at least one major bank wades back into the wealth management sector in a big way. It may still be a year or two away, but several large lenders are strategising behind the scenes about how it may…
Nour Private Wealth on Boutique Wealth Management's New Era as Advisors Seek Independence and Client Alignment
Toronto, Canada, October 30th, 2026, FinanceWire Nour Private Wealth Shares Insights into the New Era of Boutique Wealth Management as Advisors Seek Independence and Client Alignment Nour Private Wealth outlines its approach to boutique wealth…
Strategy Inc $MSTR Shares Bought by Partners Wealth Management LLC
Partners Wealth Management LLC grew its holdings in Strategy Inc (NASDAQ:MSTR - Free Report) by 1,529.5% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned…
Partners Wealth Management LLC Purchases 88,058 Shares of Robinhood Markets, Inc. $HOOD
Partners Wealth Management LLC acquired a new position in shares of Robinhood Markets, Inc. (NASDAQ:HOOD - Free Report) in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired…
Visa Inc. $V Shares Bought by Partners Wealth Management LLC
Partners Wealth Management LLC increased its holdings in shares of Visa Inc. (NYSE:V - Free Report) by 823.2% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor…
Micron Technology, Inc. $MU Shares Purchased by Partners Wealth Management LLC
Partners Wealth Management LLC lifted its stake in shares of Micron Technology, Inc. (NASDAQ:MU - Free Report) by 778.2% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm…
Microsoft Corporation $MSFT Stock Acquired by Elevation Wealth Management LLC
Elevation Wealth Management LLC boosted its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 11.1% in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned…
Meta Platforms, Inc. $META Stock Bought by Gibbs Wealth Management
Gibbs Wealth Management boosted its position in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 26.0% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned…
Partners Wealth Management LLC Makes New Investment in Bloom Energy Corporation $BE
Partners Wealth Management LLC bought a new stake in Bloom Energy Corporation (NYSE:BE - Free Report) in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 7,408…
Partners Wealth Management LLC Buys 22,043 Shares of Intel Corporation $INTC
Partners Wealth Management LLC purchased a new stake in Intel Corporation (NASDAQ:INTC - Free Report) during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor…
Snowflake Inc. $SNOW Shares Newly Bought by Partners Wealth Management LLC
Partners Wealth Management LLC bought a new stake in Snowflake Inc. (NYSE:SNOW - Free Report) in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 4,661…
4,621 Shares in Accenture PLC $ACN Purchased by Riverchase Wealth Management LLC
Riverchase Wealth Management LLC purchased a new position in Accenture PLC (NYSE:ACN - Free Report) during the 3rd quarter, according to its most recent disclosure with the SEC. The fund purchased 4,621 shares of the information technology services…
13,862 Shares in Shopify Inc. $SHOP Purchased by Partners Wealth Management LLC
Partners Wealth Management LLC purchased a new position in Shopify Inc. (NASDAQ:SHOP - Free Report) TSE: SHOP in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm…
56,957 Shares in Netflix, Inc. $NFLX Purchased by Partners Wealth Management LLC
Partners Wealth Management LLC acquired a new stake in shares of Netflix, Inc. (NASDAQ:NFLX - Free Report) during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm…
Whalen Wealth Management Inc. Acquires 3,591 Shares of NVIDIA Corporation $NVDA
Whalen Wealth Management Inc. boosted its stake 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. The firm owned 46,638…
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