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.
One-Window' Financial Model: Is It The Future Of Wealth Management?
Sergey Stopnevich, founder of Wise Wolves Corporation. Capgemini data shows that 81% of inheritors 'plan to switch firms within one to two years of inheritance.' PwC research supports this trend; in 2022, the consultancy firm reported that 46% of…
TIAA Wealth Wealth Management to Make Advisor Recruiting Push
TIAA Wealth Management, the wealth division of retirement provider TIAA, will invest in financial advisor additions with a focus on planning expertise in 2026, as it seeks to connect more savers with advice and its guaranteed income products. The…
Amazon.com, Inc. $AMZN Shares Acquired by GDS Wealth Management
GDS Wealth Management raised its stake in Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 2.2% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 127,519 shares of the…
Lodestone Wealth Management LLC Grows Position in Amazon.com, Inc. $AMZN
Lodestone Wealth Management LLC increased its position in Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 22.3% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm…
GDS Wealth Management Increases Stock Holdings in Microsoft Corporation $MSFT
GDS Wealth Management lifted its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 8.8% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 55,379…
Southern Copper Corporation $SCCO Shares Sold by Northwestern Mutual Wealth Management Co.
Northwestern Mutual Wealth Management Co. decreased its holdings in shares of Southern Copper Corporation (NYSE:SCCO - Free Report) by 93.9% during the second quarter, according to its most recent filing with the Securities and Exchange Commission…
Apple Inc. $AAPL Shares Sold by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co cut its stake in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 60.5% in the second quarter, according to its most recent disclosure with the SEC. The firm owned 11,680 shares of the iPhone maker's…
Generac Holdings Inc. $GNRC Shares Sold by Northwestern Mutual Wealth Management Co.
Northwestern Mutual Wealth Management Co. lessened its stake in Generac Holdings Inc. (NYSE:GNRC - Free Report) by 90.3% in the second quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional…
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co Grows Stock Position in NVIDIA Corporation $NVDA
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co lifted its position in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 55.9% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The…
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co Buys 13,518 Shares of Amazon.com, Inc. $AMZN
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co boosted its stake in Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 38.8% in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The…
BlackDiamond Wealth Management LLC Has $4.77 Million Stock Holdings in JPMorgan Chase & Co. $JPM
BlackDiamond Wealth Management LLC raised its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 81.5% during the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned…
Three 'Impossible' Predictions That Will Reshape Global Venture Capital In 2026
Dmitrijs Stals is CEO and Founder of CARROT Capital Management LLC. If 2025 was a year of recalibration for venture capital, then 2026 will be the year the ground truly moves. Below are the three predictions I believe will define that shift, not…
Fed 'Raised the Bar' for Future Cuts, Analyst Says
New language in the Federal Reserve's rate cut announcement indicates the central bank is more hesitant to cut rates from here, according to Art Hogan, chief market strategist at B. Riley Wealth Management. “The statement raised the bar for…
Renewed Momentum for Canadian M&A in 2026: Strategic Deals Propel Growth and Innovation
Defence, sovereign AI, and wealth management poised for significant activity: PwC's 2026 M&A Outlook 642 deals with a total value of $138.8 billion, announced between July 1 and September 30, 2025. More than $1 trillion expected to flow into…
HSBC Premier in collaboration with trusted specialists lead the way in strengthening Hong Kong's ecosystem to position the city as a global education hub
[The content of this article has been produced by our advertising partner.] Hong Kong's reputation as a global education hub is gaining momentum, according to HSBC Premier's latest Global Education Survey. The findings reveal that nearly seven in…
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