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.
Canada Life launches IPC Wealth, strengthening its position in Canadian wealth management
Amalgamation combines the expertise of IPC and Quadrus backed by the scale, capital, and support of one of Canada's largest financial institutions TORONTO, Oct. 1, 2026 /CNW/ -- Today, Canada Life announced the launch of IPC Wealth Inc. (IPC…
Microsoft Corporation $MSFT Stake Lifted by Correct Capital Wealth Management
Correct Capital Wealth Management grew its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 6.1% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The…
Microsoft Corporation $MSFT Stock Acquired by Mindset Wealth Management LLC
Mindset Wealth Management LLC grew its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 22.6% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund…
9,337 Shares in NVIDIA Corporation $NVDA Bought by Aegis Wealth Management LLC
Aegis Wealth Management LLC bought a new stake in NVIDIA Corporation (NASDAQ:NVDA - Free Report) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional…
Fox Hill Wealth Management Purchases 44,332 Shares of Apple Inc. $AAPL
Fox Hill Wealth Management purchased a new position in Apple Inc. (NASDAQ:AAPL - Free Report) in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund purchased 44,332 shares of the iPhone maker's stock…
NVIDIA Corporation $NVDA Shares Sold by Texas Capital Bank Wealth Management Services Inc
Texas Capital Bank Wealth Management Services Inc lowered its holdings in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 7.1% during the second quarter, according to the company in its most recent filing with the SEC. The fund owned 739,865…
Industrial Shares Rise Amid Robust U.S. Indicators -- Industrials Roundup
Shares of industrial and transportation companies rose on another round of strong economic data. Factory activity expanded in the U.S. in September for the ninth consecutive month, buoying shares in the industrial sector. The Institute for Supply…
Vermillion & White Wealth Management Group LLC Makes New $2 Million Investment in Apple Inc. $AAPL
Vermillion & White Wealth Management Group LLC purchased a new position in Apple Inc. (NASDAQ:AAPL - Free Report) during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm purchased…
Technology Shares Rise Alongside Broader Market -- Technology Roundup
Shares in the technology sector were mostly higher as U.S. stocks reclaimed some ground. OpenAI has parted ways with three researchers for allegedly sharing confidential company information with a third-party AI-safety organization, The Wall Street…
In Commercial Real Estate, The Calendar Is Riskier Than The Market
Khalifa Aldhaheri is the Vice Chairman of Vertix Holdings. Every real estate downturn gets blamed on the same culprit after the fact: The market turned, rents softened, capitalization rates widened and asset values fell. That explanation is…
BNP Paribas Breaks Into Nordic Wealth Market, Hires Region Head
BNP Paribas SA is entering the wealth-management market in Europe's Nordic region, betting on a growing number of high-net-worth individuals and a stable environment in those countries. The lender tapped Stina Norrhede as head of wealth management…
Japan Offering Y3.5T Of TD-Bills (No 141)
Copyright ©2026 MarketWatch, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8 Dow Jones Newswires is a market-moving financial and business news source, used by wealth managers, institutional investors and fintech platforms around…
Materials Shares Slipped -- Materials Roundup
Shares in the materials sector extended losses as investors worry about long-term economic growth. Lynas Rare Earths has agreed to buy Meteoric Resources in a deal that values the Australia-listed explorer at around $672 million and gives Lynas a…
AI in regulated industries: BofA and S&P on the huge gains to be had, and the risks of rushing in
Bank of America's chief technology and information officer said one of the most common AI mistakes is reaching for it first. His bank also plans to double its AI budget next year. “One of the biggest mistakes we see us and others doing is…
PaleBlueDot AI Raises $200M Series C Round at a Valuation of $3.2B
PaleBlueDot AI said it raised $200 million in a Series C funding round at a valuation of $2.3 billion. The round was led by ComputeCore, and included participation by existing shareholder B Capital, the company added. Proceeds from the latest…
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