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.
HSBC to hire 100 AI specialists, 100 wealth managers in boost to Singapore hub
HSBC (0005) will hire more than 100 artificial intelligence specialists and 100 wealth managers in Singapore, deepening investment in two areas central to the bank's Asian growth strategy as it expands higher-fee businesses and accelerates AI…
Notable Leaders in Wealth Management: Tyson Ray
Tyson Ray, CEO, founding partner and senior wealth advisor at Lake Geneva-based FORM Wealth Advisors, has led the firm through a period of growth and evolution. Ray has added three full-time professionals to the firm in recent years, including two…
Notable Leaders in Wealth Management: Matthew Kons
Matthew Kons, founding partner of Brookfield-based BKM Wealth Management, has a commitment to clients that runs deeper than credentials, said colleague Casey Berrall, partner at BKM, “though he has earned those, too.” When Kons had…
Notable Leaders in Wealth Management: Jason Kohout
Jason Kohout is a partner at Milwaukee-based Foley & Lardner LLP and chair of the firm's family offices team. His practice includes family enterprise, tax planning, philanthropy and nonprofit governance. Much of his work involves families…
Notable Leaders in Wealth Management: Tony Carini
As president and founder of Pewaukee-based Diversified Wealth Strategies, Tony Carini has expanded the firm's visibility and outreach efforts, investing more intentionally in marketing, education and relationship-building to better connect with…
NVIDIA Corporation $NVDA Shares Sold by Marks Group Wealth Management Inc
Marks Group Wealth Management Inc cut its position in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 21.3% during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned…
14,955 Shares in Apple Inc. $AAPL Acquired by Navigate Wealth Management LLC
Navigate Wealth Management LLC acquired a new stake in shares of Apple Inc. (NASDAQ:AAPL - Free Report) during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired…
Microsoft Corporation $MSFT Shares Purchased by Glass Wealth Management Co LLC
Glass Wealth Management Co LLC raised its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 4.3% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC).
ExxonMobil Corporation $XOM Shares Purchased by Keebeck Wealth Management
Keebeck Wealth Management lifted its stake in ExxonMobil Corporation (NYSE:XOM - Free Report) by 100.4% in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 13,946 shares of the oil and gas…
Alphabet Inc. $GOOG Shares Purchased by Gibbs Wealth Management
Gibbs Wealth Management increased its stake in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 74.4% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The…
Collaborative Wealth Managment Inc. Has $744,000 Stock Position in NVIDIA Corporation $NVDA
Collaborative Wealth Managment Inc. cut its holdings in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 58.2% during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 4,267 shares…
Gibbs Wealth Management Buys 7,335 Shares of Broadcom Inc. $AVGO
Gibbs Wealth Management increased its stake in shares of Broadcom Inc. (NASDAQ:AVGO - Free Report) by 64.7% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned…
Keebeck Wealth Management Increases Stock Holdings in Alphabet Inc. $GOOG
Keebeck Wealth Management increased its stake in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 59.4% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor…
Gibbs Wealth Management Grows Position in JPMorgan Chase & Co. $JPM
Gibbs Wealth Management grew its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 187.3% in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 15,177 shares of the financial…
Geneos Wealth Management Inc. Has $32.72 Million Stock Holdings in NVIDIA Corporation $NVDA
Geneos Wealth Management Inc. decreased its stake in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 4.3% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned…
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