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.

marketbeat.com - Accurate Wealth Management LLC Raises Holdings in Alphabet Inc. $GOOGL
Accurate Wealth Management LLC Raises Holdings in Alphabet Inc. $GOOGL
MarketBeat

Accurate Wealth Management LLC lifted its position in shares of Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 5.5% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 33,339 shares…

wealthmanagement.com - Alex Ortolani - Why Gevers Wealth Management Broke Away from Cetera
Why Gevers Wealth Management Broke Away from Cetera
Wealth Management

Willy Gevers, the founder of Issaquah, Wash.-based Gevers Wealth Management, started his own firm with broker/dealer Cetera 21 years ago. He hadn't entertained the idea of shifting to an independent registered investment advisor model until the…

marketbeat.com - SeaCrest Wealth Management LLC Has $26.88 Million Position in Microsoft Corporation $MSFT
SeaCrest Wealth Management LLC Has $26.88 Million Position in Microsoft Corporation $MSFT
MarketBeat

SeaCrest Wealth Management LLC lowered its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 3.5% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The…

marketbeat.com - Amazon.com, Inc. $AMZN Position Decreased by Cherrydale Wealth Management LLC
Amazon.com, Inc. $AMZN Position Decreased by Cherrydale Wealth Management LLC
MarketBeat

Cherrydale Wealth Management LLC lowered its holdings in Amazon.com, Inc. (NASDAQ:AMZN) by 23.1% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 9,154 shares of the…

marketbeat.com - Blossom Wealth Management Grows Stock Holdings in Netflix, Inc. $NFLX
Blossom Wealth Management Grows Stock Holdings in Netflix, Inc. $NFLX
MarketBeat

Blossom Wealth Management raised its holdings in Netflix, Inc. (NASDAQ:NFLX - Free Report) by 900.0% in the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 11,460 shares of the Internet television network's stock…

marketbeat.com - Dakota Wealth Management Acquires 18,775 Shares of Amazon.com, Inc. $AMZN
Dakota Wealth Management Acquires 18,775 Shares of Amazon.com, Inc. $AMZN
MarketBeat

Dakota Wealth Management raised its holdings in Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 5.3% in the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 372,031 shares of the e-commerce giant's stock…

wealthmanagement.com - Alex Ortolani - Modern Wealth Acquires Legacy Wealth Management in Florida
Modern Wealth Acquires Legacy Wealth Management in Florida
Wealth Management

Modern Wealth Management, an acquisitive $12 billion registered investment advisor co-founded by former United Capital executives, has acquired former LPL Financial affiliate Legacy Wealth Management, a South Florida-based advisory firm managing…

marketbeat.com - Intel Corporation $INTC Shares Purchased by Empirical Financial Services LLC d.b.a. Empirical Wealth Management
Intel Corporation $INTC Shares Purchased by Empirical Financial Services LLC d.b.a. Empirical Wealth Management
MarketBeat

Empirical Financial Services LLC d.b.a. Empirical Wealth Management boosted its stake in shares of Intel Corporation (NASDAQ:INTC - Free Report) by 91.6% during the fourth quarter, according to the company in its most recent disclosure with the…

marketbeat.com - Empirical Financial Services LLC d.b.a. Empirical Wealth Management Increases Position in Palantir Technologies Inc. $PLTR
Empirical Financial Services LLC d.b.a. Empirical Wealth Management Increases Position in Palantir Technologies Inc. $PLTR
MarketBeat

Empirical Financial Services LLC d.b.a. Empirical Wealth Management lifted its stake in Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) by 20.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange…

marketbeat.com - Empirical Financial Services LLC d.b.a. Empirical Wealth Management Grows Stock Holdings in Merck & Co., Inc. $MRK
Empirical Financial Services LLC d.b.a. Empirical Wealth Management Grows Stock Holdings in Merck & Co., Inc. $MRK
MarketBeat

Empirical Financial Services LLC d.b.a. Empirical Wealth Management lifted its stake in Merck & Co., Inc. (NYSE:MRK - Free Report) by 35.0% during the fourth quarter, according to the company in its most recent 13F filing with the Securities &…

marketbeat.com - Canadian Pacific Kansas City Limited $CP Shares Sold by Empirical Financial Services LLC d.b.a. Empirical Wealth Management
Canadian Pacific Kansas City Limited $CP Shares Sold by Empirical Financial Services LLC d.b.a. Empirical Wealth Management
MarketBeat

Empirical Financial Services LLC d.b.a. Empirical Wealth Management trimmed its position in Canadian Pacific Kansas City Limited (NYSE:CP - Free Report) TSE: CP by 42.7% during the 4th quarter, according to the company in its most recent filing…

marketwatch.com - Industrials Down on Energy-Shock Duration Fears - Industrials Roundup
Industrials Down on Energy-Shock Duration Fears - Industrials Roundup
MarketWatch

Shares of industrial and transportation companies ticked down amid concerns about the duration of an energy shock. French carrier Air France-KLM and German airline Deutsche Lufthansa said they had submitted nonbinding offers for a minority stake in…

marketwatch.com - CSW Industrials Raises Quarterly Dividend by 11%
CSW Industrials Raises Quarterly Dividend by 11%
MarketWatch

CSW Industrials' board raised the diversified industrial company's quarterly dividend to 30 cents a share from 27 cents. The new payout, equal to $1.20 a year, represents an annual yield of about 0.46%, based on Wednesday's closing price of…

seekingalpha.com - Khaveen Investments - Microchip: Growth Trend Improving After Major Plunge (NASDAQ:MCHP)
Microchip: Growth Trend Improving After Major Plunge (NASDAQ:MCHP)
Seeking Alpha

Microchip's steep 2024-2025 revenue declines were driven by excess customer inventories post-Preferred Supply Program, but distributor inventories are now normalizing. All major product segments: MCU, analog, and FPGA, are showing double-digit YoY…

wsj.com - Financial Services Roundup: Market Talk
Financial Services Roundup: Market Talk
Wall Street Journal

The latest Market Talks covering Financial Services. Exclusively on Dow Jones Newswires at 4:20 ET, 12:20 ET and 16:50 ET. 0741 GMT – Singapore banks will benefit indirectly from the Middle East conflict as investors look for stability, UOB…

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