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.
NVIDIA Corporation $NVDA Stake Lifted by Spartan Planning & Wealth Management
Spartan Planning & Wealth Management boosted its holdings in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 11.9% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional…
Microsoft Corporation $MSFT Shares Sold by Spartan Planning & Wealth Management
Spartan Planning & Wealth Management trimmed its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 48.7% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned…
Accurate Wealth Management LLC Sells 5,385 Shares of AMETEK, Inc. $AME
Accurate Wealth Management LLC decreased its stake in shares of AMETEK, Inc. (NYSE:AME - Free Report) by 35.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 9,746 shares of the…
Apple Inc. $AAPL is Elmwood Wealth Management Inc.'s Largest Position
Elmwood Wealth Management Inc. grew its holdings in Apple Inc. (NASDAQ:AAPL - Free Report) by 33.8% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 34,638 shares of the iPhone maker's stock…
Cherrydale Wealth Management LLC Acquires 2,580 Shares of Invesco QQQ $QQQ
Cherrydale Wealth Management LLC lifted its holdings in shares of Invesco QQQ (NASDAQ:QQQ - Free Report) by 18.5% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned…
Avaii Wealth Management LLC Has $11.34 Million Stock Holdings in Tesla, Inc. $TSLA
Avaii Wealth Management LLC cut its holdings in shares of Tesla, Inc. (NASDAQ:TSLA - Free Report) by 10.6% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional…
3 jarring stats from the stock market's worst week of the Iran war
It was the week that may have marked the end of the market's 'Trump put.' Dealing with whiplash and conflicting messages about a potential peace deal with Iran, investors dumped stocks to cap off a volatile week. Oil continued to churn higher as…
Tightening Credit Conditions and Evolving Regulatory Tailwinds Shaping Analyst Narrative Around JPMorgan Chase (JPM)
JPMorgan Chase & Co. (NYSE: JPM) is included in our list of the best stocks to buy for financial stability. As of March 24, 2026, JPMorgan Chase & Co. (NYSE:JPM) retains the confidence of roughly 70% of covering analysts, who maintain bullish…
A fund manager who boosted his firm's cash holdings says these are the opportunities he's waiting to jump on
Many investors are focused on navigating the highly volatile stock market right now. One fund manager has whittled down his firm's holdings and is biding his time for the right opportunity. Eddie Ghabour is a managing partner at Key Advisors Wealth…
AppLovin: 40% Growth Rate Is Sustainable (NASDAQ:APP)
AppLovin leverages extensive data from MAX, AppDiscovery, and Adjust, supporting high fill rates, eCPM, and sustained market share leadership. Regulatory risks from SEC probes exist, but short-seller allegations lack independent verification and…
Morgan Stanley Enters Crypto With Lowest Bitcoin ETF Fee
Morgan Stanley is positioning itself aggressively in the spot Bitcoin ETF landscape, proposing a 0.14% expense ratio in its latest filing with the U.S. Securities and Exchange Commission. The pricing places the bank just below the current…
Huntington Ingalls Industries, Inc. (NYSE:HII) Short Interest Update
Huntington Ingalls Industries, Inc. (NYSE:HII - Get Free Report) was the recipient of a significant decrease in short interest in the month of March. As of March 13th, there was short interest totaling 1,205,631 shares, a decrease of 34.0% from the…
Morgan Stanley Prices Its Bitcoin ETF at 0.14%, Undercutting Every Rival in the Market
The first bank-issued spot bitcoin ETF would also be the cheapest, putting immediate pressure on BlackRock, Fidelity, and Grayscale to cut fees or lose assets. Posted March 28, 2026 at 2:14 pm EST. Morgan Stanley filed an updated S-1 registration…
HMRC April 6 2026 tax rule change as one group 'most impacted
Tax experts are highlighting changes next week that will hit people with investments. Tax rates on dividend income above the annual allowance of £500 will increase by two per cent for basic and higher rate taxpayers on investments that are…
Expecting to fight about money with your partner? You might be wrong, study finds
Many couples are dealing with their fair share of financial stresses, such as navigating debt or trying to buy a house. Talking about it together can help. But people in romantic relationships tend to expect financial discussions with their partner…
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