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 - Activest Wealth Management Decreases Stake in Microsoft Corporation $MSFT
Activest Wealth Management Decreases Stake in Microsoft Corporation $MSFT
MarketBeat

Activest Wealth Management trimmed its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 32.3% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 12,034…

marketbeat.com - Rench Wealth Management Inc. Trims Stake in Lam Research Corporation $LRCX
Rench Wealth Management Inc. Trims Stake in Lam Research Corporation $LRCX
MarketBeat

Rench Wealth Management Inc. trimmed its position in shares of Lam Research Corporation (NASDAQ:LRCX - Free Report) by 15.8% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission.

marketbeat.com - Rench Wealth Management Inc. Purchases 7,966 Shares of Intuit Inc. $INTU
Rench Wealth Management Inc. Purchases 7,966 Shares of Intuit Inc. $INTU
MarketBeat

Rench Wealth Management Inc. raised its holdings in Intuit Inc. (NASDAQ:INTU - Free Report) by 93.9% during the second quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 16,451 shares of…

marketbeat.com - Northwestern Mutual Wealth Management Co. Grows Holdings in Broadcom Inc. $AVGO
Northwestern Mutual Wealth Management Co. Grows Holdings in Broadcom Inc. $AVGO
MarketBeat

Northwestern Mutual Wealth Management Co. increased its holdings in shares of Broadcom Inc. (NASDAQ:AVGO - Free Report) by 8.7% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission…

marketbeat.com - Rench Wealth Management Inc. Purchases 26,505 Shares of Cisco Systems, Inc. $CSCO
Rench Wealth Management Inc. Purchases 26,505 Shares of Cisco Systems, Inc. $CSCO
MarketBeat

Rench Wealth Management Inc. grew its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) by 36.9% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The…

marketbeat.com - Northwestern Mutual Wealth Management Co. Has $192.66 Million Stake in Caterpillar Inc. $CAT
Northwestern Mutual Wealth Management Co. Has $192.66 Million Stake in Caterpillar Inc. $CAT
MarketBeat

Northwestern Mutual Wealth Management Co. grew its holdings in Caterpillar Inc. (NYSE:CAT - Free Report) by 2.3% in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned…

marketbeat.com - Applied Materials, Inc. $AMAT is Rench Wealth Management Inc.'s 4th Largest Position
Applied Materials, Inc. $AMAT is Rench Wealth Management Inc.'s 4th Largest Position
MarketBeat

Rench Wealth Management Inc. reduced its position in shares of Applied Materials, Inc. (NASDAQ:AMAT - Free Report) by 15.1% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.

marketbeat.com - Northwestern Mutual Wealth Management Co. Has $93.80 Million Stock Holdings in Johnson & Johnson $JNJ
Northwestern Mutual Wealth Management Co. Has $93.80 Million Stock Holdings in Johnson & Johnson $JNJ
MarketBeat

Northwestern Mutual Wealth Management Co. reduced its stake in Johnson & Johnson (NYSE:JNJ - Free Report) by 3.8% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC).

forbes.com - Matija Nakic - The Future Of Finance Depends On People, Not Just Technology
The Future Of Finance Depends On People, Not Just Technology
Forbes

Matija Nakić, CEO & Co-founder, Farseer. Finance is entering a period of rapid transformation. Automation, artificial intelligence and advanced analytics are reshaping how organizations plan, forecast and make decisions. But while technology…

marketwatch.com - Workday Names Kennedy Ellis as Chief Marketing Officer
Workday Names Kennedy Ellis as Chief Marketing Officer
MarketWatch

Workday named Sarah Kennedy Ellis, a marketing leader with experience at Google and Adobe, as its next chief marketing officer. Kennedy Ellis's appointment takes effect Oct. 5, the company said Thursday. She succeeds Emma Chalwin, who is departing…

marketwatch.com - NYMEX Overview: Oil Futures Surge Above $100 on Gulf Supply Risks -- OPIS
NYMEX Overview: Oil Futures Surge Above $100 on Gulf Supply Risks -- OPIS
MarketWatch

Oil futures surged midday Thursday as escalating attacks on Gulf shipping and renewed Houthi strikes on Saudi Arabia heightened concerns over disruptions to global energy supplies. Both crude benchmarks crossed $100/bbl on Thursday, West Texas…

scmp.com - Themis Qi - UBS ends fund sales on a wealth platform in China amid stiff competition
UBS ends fund sales on a wealth platform in China amid stiff competition
South China Morning Post

UBS plans to shut down its fund-distribution business on one of its mainland China wealth-management platforms, as it faces intense competition. As part of a “business integration plan”, UBS Fund Distribution (Shenzhen), known as…

marketwatch.com - CPI Card Group Slides After Shareholder Commences Secondary Offering
CPI Card Group Slides After Shareholder Commences Secondary Offering
MarketWatch

Shares of CPI Card Group slipped after it disclosed that certain shareholders of the payments company commenced an underwritten secondary offering of its common stock. The stock fell 15%, to $22.80, after hours Thursday. It finished regular trading…

marketwatch.com - Aviat Networks Shares Rise on $35M-$40M Customer Order
Aviat Networks Shares Rise on $35M-$40M Customer Order
MarketWatch

Shares of Aviat Networks rose after the company said it received a $35 million to $40 million customer order. Shares gained 5.8% to $20.15 as of midday Thursday. The stock is down 5.8% this year. The telecommunications company received the order on…

marketwatch.com - Fortrea Reinstates Knoblauch as CFO After Legal Dispute With Former Employer
Fortrea Reinstates Knoblauch as CFO After Legal Dispute With Former Employer
MarketWatch

Fortrea Holdings reinstated Jason Knoblauch as chief financial officer following a legal dispute with his former employer. Knoblauch had initially joined the contract-research company in July. He was placed on a paid leave of absence later that…

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