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.
AI is not the answer that wealth management thinks it is
This article has been reviewed by a Digital Journal editor and may be licensed for reuse. As more wealth management firms experiment with artificial intelligence, a central question is whether adoption is translating into meaningful operational…
Oren Shabat Laurent: Rethinking the Householder's Duty in Modern Wealth Management
In the fast-paced world of modern finance, the prevailing ethos often centers on relentless accumulation. The pursuit of wealth is frequently framed as a conquest, a never-ending race where the finish line constantly recedes. However, a growing…
Centric Wealth Management Takes Position in Qualcomm Incorporated $QCOM
Centric Wealth Management acquired a new stake in shares of Qualcomm Incorporated (NASDAQ:QCOM - Free Report) during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm acquired…
Centric Wealth Management Raises Position in UnitedHealth Group Incorporated $UNH
Centric Wealth Management grew its position in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 80.1% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 39,178…
8,448 Shares in Prologis, Inc. $PLD Acquired by Perigon Wealth Management LLC
Perigon Wealth Management LLC bought a new stake in shares of Prologis, Inc. (NYSE:PLD - Free Report) in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The…
Perigon Wealth Management LLC Takes Position in Bank of Hawaii Corporation $BOH
Perigon Wealth Management LLC purchased a new stake in Bank of Hawaii Corporation (NYSE:BOH - Free Report) in the second quarter, according to the company in its most recent filing with the SEC. The firm purchased 16,090 shares of the bank's stock…
Perigon Wealth Management LLC Invests $1.26 Million in Matson, Inc. $MATX
Perigon Wealth Management LLC acquired a new stake in Matson, Inc. (NYSE:MATX - Free Report) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund acquired 6,548 shares of the shipping…
Meadowbrook Wealth Management LLC Acquires 8,890 Shares of Apple Inc. $AAPL
Meadowbrook Wealth Management LLC lifted its holdings in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 94.6% during the 2nd quarter, according to its most recent disclosure with the SEC. The fund owned 18,289 shares of the iPhone maker's…
Centric Wealth Management Buys 16,250 Shares of Waste Management, Inc. $WM
Centric Wealth Management raised its stake in Waste Management, Inc. (NYSE:WM - Free Report) by 119.6% during the second quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 29,837 shares of the business…
Industrials Down Amid Rate Fears -- Industrials Roundup
Shares of industrial and transportation companies fell amid skepticism about the Treasury Department's efforts to bring borrowing rates down. Treasury Sec. Scott Bessent said the agency would increase its bond buybacks. Some strategists warned that…
Perigon Wealth Management LLC Invests $1.13 Million in Howmet Aerospace Inc. $HWM
Perigon Wealth Management LLC purchased a new position in Howmet Aerospace Inc. (NYSE:HWM - Free Report) during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 4,196…
Compass Wealth Management LLC Makes New Investment in EastGroup Properties, Inc. $EGP
Compass Wealth Management LLC purchased a new position in shares of EastGroup Properties, Inc. (NYSE:EGP - Free Report) during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission…
Texas Capital Bank Wealth Management Services Inc Acquires 21,151 Shares of ConocoPhillips $COP
Texas Capital Bank Wealth Management Services Inc raised its holdings in ConocoPhillips (NYSE:COP - Free Report) by 35.1% during the second quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor…
Perigon Wealth Management LLC Purchases Shares of 21,855 Alexandria Real Estate Equities, Inc. $ARE
Perigon Wealth Management LLC purchased a new position in shares of Alexandria Real Estate Equities, Inc. (NYSE:ARE - Free Report) during the second quarter, according to its most recent 13F filing with the SEC. The institutional investor purchased…
2,950 Shares in The Travelers Companies, Inc. $TRV Bought by Smith Partners Wealth Management LLC
Smith Partners Wealth Management LLC bought a new stake in shares of The Travelers Companies, Inc. (NYSE:TRV - Free Report) during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm…
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