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.

cnbc.com - Jenny Lee - Crypto exchange Binance takes on tradfi by courting rich investors to join its expanded wealth-management platform
Crypto exchange Binance takes on tradfi by courting rich investors to join its expanded wealth-management platform
CNBC

Binance is opening Capital Connect, previously limited to institutional investors, to eligible individual investors. Capital Connect has roughly doubled its number of portfolios and professional trading teams since May. Binance has been expanding…

marketbeat.com - Meta Platforms, Inc. $META Shares Bought by Keebeck Wealth Management
Meta Platforms, Inc. $META Shares Bought by Keebeck Wealth Management
MarketBeat

Keebeck Wealth Management grew its stake in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 14.3% in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 9,981 shares of the…

marketbeat.com - Power Wealth Management LLC Sells 2,043 Shares of Alphabet Inc. $GOOGL
Power Wealth Management LLC Sells 2,043 Shares of Alphabet Inc. $GOOGL
MarketBeat

Power Wealth Management LLC lessened its holdings in shares of Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 12.5% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional…

marketbeat.com - Perigon Wealth Management LLC Takes Position in Apple Inc. $AAPL
Perigon Wealth Management LLC Takes Position in Apple Inc. $AAPL
MarketBeat

Perigon Wealth Management LLC acquired a new position in shares of Apple Inc. (NASDAQ:AAPL - Free Report) in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor…

marketbeat.com - Northcape Wealth Management LLC Makes New $4.20 Million Investment in Amazon.com, Inc. $AMZN
Northcape Wealth Management LLC Makes New $4.20 Million Investment in Amazon.com, Inc. $AMZN
MarketBeat

Northcape Wealth Management LLC purchased a new stake in shares of Amazon.com, Inc. (NASDAQ:AMZN) during the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm purchased 17,605 shares of…

marketbeat.com - HB Wealth Management LLC Purchases 6,594 Shares of International Business Machines Corporation $IBM
HB Wealth Management LLC Purchases 6,594 Shares of International Business Machines Corporation $IBM
MarketBeat

HB Wealth Management LLC boosted its holdings in shares of International Business Machines Corporation (NYSE:IBM - Free Report) by 7.0% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 100,600 shares of…

marketbeat.com - TRB Wealth Management LLC Has $4.67 Million Position in Meta Platforms, Inc. $META
TRB Wealth Management LLC Has $4.67 Million Position in Meta Platforms, Inc. $META
MarketBeat

TRB Wealth Management LLC lessened its position in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 18.0% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm…

marketbeat.com - Total Clarity Wealth Management Inc. Cuts Stock Holdings in NVIDIA Corporation $NVDA
Total Clarity Wealth Management Inc. Cuts Stock Holdings in NVIDIA Corporation $NVDA
MarketBeat

Total Clarity Wealth Management Inc. reduced its stake in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 15.9% during the second quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 30,951 shares of the…

marketbeat.com - Athena Wealth Management LLC Has $3.33 Million Holdings in Microsoft Corporation $MSFT
Athena Wealth Management LLC Has $3.33 Million Holdings in Microsoft Corporation $MSFT
MarketBeat

Athena Wealth Management LLC boosted its position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 140.9% in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 8,913 shares…

marketwatch.com - Twist Biosciences Shares Rise on Deal With Eli Lilly's TuneLab
Twist Biosciences Shares Rise on Deal With Eli Lilly's TuneLab
MarketWatch

Twist Bioscience shares advanced after the company said it signed a deal with Eli Lilly's drug discovery platform Lilly TuneLab. The stock was up 5% to $144.90 Wednesday. Shares have more than quadrupled over the past year. TuneLab offers access to…

scmp.com - Lam Ka-sing - Hong Kong targets gold trading, FPS-UnionPay link to boost yuan use
Hong Kong targets gold trading, FPS-UnionPay link to boost yuan use
South China Morning Post

Hong Kong will expand the use of the yuan in areas including gold trading and cross-border payments, as policy blueprints call for the city's biggest push yet to internationalise the Chinese currency. Chief Executive John Lee Ka-chiu on Wednesday…

marketwatch.com - Nymex Overview: Oil Falls Sharply After Previous Day's Rally -- OPIS
Nymex Overview: Oil Falls Sharply After Previous Day's Rally -- OPIS
MarketWatch

Crude oil contracts fell more than $3 around midday Wednesday, largely giving back the previous day's significant gain, driven by wider threats on Middle East shipping routes and energy infrastructure. At 12:10 p.m. ET, more-active November Nymex…

marketwatch.com - Continental Resources Signs MOU to Operate, Develop Venezuela's Ayacucho 2 Block
Continental Resources Signs MOU to Operate, Develop Venezuela's Ayacucho 2 Block
MarketWatch

Continental Resources said it has signed a memorandum of understanding with Petróleos de Venezuela to operate and develop the Ayacucho 2 Block within the Venezuelan Orinoco Oil Belt. The company said it and PdVSA would advance a long-term…

marketwatch.com - Ethos Technologies Uncompromised by Partner Outage, Reaffirms 3Q Outlook
Ethos Technologies Uncompromised by Partner Outage, Reaffirms 3Q Outlook
MarketWatch

Ethos Technologies said its systems weren't breached after its carrier partner, TruStage Financial, reported a service disruption in July. The insurance technology company on Wednesday said that its own tech infrastructure was never compromised…

marketwatch.com - Gibson Energy Gets TSX OK to Renew 5% Share-Repurchase Program
Gibson Energy Gets TSX OK to Renew 5% Share-Repurchase Program
MarketWatch

Gibson Energy intends to renew its share-repurchase program to buy back up to 5% of its common shares over the course of the next year. The liquids infrastructure company on Wednesday said that the Toronto Stock Exchange has approved its plan to…

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