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.

forbes.com - Corey McQuade - Why Financial Industry Professionals Are Moving To Wealth Management
Why Financial Industry Professionals Are Moving To Wealth Management
Forbes

Corey McQuade is the Managing Partner of Northwestern Mutual - Chicago. | Scaling Elite Financial Advisory Teams. For years, the financial sector has been defined by high-octane performance and split-second decisions. Whether you are navigating the…

marketwatch.com - Barbara Kollmeyer - 'Even better than tech.' A scramble into this sector is coming, warns veteran wealth manager.
'Even better than tech.' A scramble into this sector is coming, warns veteran wealth manager.
MarketWatch

It's a pinnacle day for earnings, with all eyes on the tech sector as Nvidia earnings come after the close. Are investors too blinded by AI that they're ignoring opportunity elsewhere? Our call of the day from veteran wealth manager Ted Oakley sees…

marketwatch.com - Industrials Up as Energy Inflation Fears Subside -- Industrials Roundup
Industrials Up as Energy Inflation Fears Subside -- Industrials Roundup
MarketWatch

Shares of industrial and transportation companies rose as concerns about energy inflation subsided. Jeep-maker Stellantis and Chinese partner Dongfeng Group established a new joint venture to manufacture and sell Dongfeng vehicles in selected…

forbes.com - Gargi Ray - The Evolution From Data Retrieval To Reasoning And Insight
The Evolution From Data Retrieval To Reasoning And Insight
Forbes

Gargi Ray, VP Finance, Group Revenue Operations, Synopsys Inc. ​In my last article, we explored why 95% of AI projects stall at the prototype stage and how to bridge the gap toward integrated, governed financial workflows. But infrastructure…

marketwatch.com - Consumer Cos Up as Oil Futures Fall -- Consumer Roundup
Consumer Cos Up as Oil Futures Fall -- Consumer Roundup
MarketWatch

Consumer companies rallied after generally strong earnings and a slide in oil prices. A 5.7% drop in oil futures based on hopes for a peace deal between the U.S. and Iran sparked a rally in airline shares. The U.S. Global JETS exchange-traded fund…

marketwatch.com - Materials Up on Hopes for U.S.-Iran Peace -- Materials Roundup
Materials Up on Hopes for U.S.-Iran Peace -- Materials Roundup
MarketWatch

Producers of metals, grains and other raw materials rose on hopes for a breakthrough in U.S.-Iranian peace negotiations. Gold futures, which had retreated significantly due to concerns about the inflationary fallout of the Hormuz closure, rose 0.6%…

mirror.co.uk - Nicholas Dawson - Premium Bonds savers told how to get 'more predictable' results
Premium Bonds savers told how to get 'more predictable' results
The Mirror

Premium Bonds holders have been cautioned that turbulent times may lie ahead for the popular savings product. This comes after recent changes were announced by provider NS&I to its monthly prize draw structure. NS&I has informed savers that it will…

chinadaily.com.cn - Investment access eased for bank's wealth units
Investment access eased for bank's wealth units
中国日报网

Copyright 1995 -. All rights reserved. The content (including but not limited to text, photo, multimedia information, etc) published in this site belongs to China Daily Information Co (CDIC). Without written authorization from CDIC, such content…

marketwatch.com - Power Corp, Great-West Lifeco, IGM Financial Jointly Invest $150M in AI Fund
Power Corp, Great-West Lifeco, IGM Financial Jointly Invest $150M in AI Fund
MarketWatch

Power Corp. of Canada, Great-West Lifeco and IGM Financial are jointly investing $150-million into in a newly created fund called artificial intelligence-focused Sagard AI Fund LP. The fund will back AI-driven companies that are accelerating the…

abcnews.com - Max Zahn - Nvidia earnings could pose latest test for AI and Wall Street
Nvidia earnings could pose latest test for AI and Wall Street
ABC News

Chip giant Nvidia is set to announce its latest earnings on Wednesday, providing a barometer for the fast-growing artificial intelligence industry at a bumpy moment for the U.S. economy. Analysts view Nvidia as a bellwether for the stock market and…

seekingalpha.com - David Desjardins - The Trade Desk: Market Is Underestimating Long-term Potential
The Trade Desk: Market Is Underestimating Long-term Potential
Seeking Alpha

Following the publication of my initiating coverage in early February 2026, TTD's stock price is down by another ~20%. Relative to its all-time high of $141.53 reached in December 2024, Trade Desk is now in the midst of a ~85% drawdown, by far the…

marketwatch.com - Stocks to Watch: Intuit, Applied Digital, Osisko, Banzai
Stocks to Watch: Intuit, Applied Digital, Osisko, Banzai
MarketWatch

Intuit is cutting 17% of its staff. Shares fell 13%, to $333, in after-hours trading Wednesday. Applied Digital entered a $7.5 billion lease agreement with a U.S. hyperscaler. The stock gained 7%, to $42.26, after the bell. Osisko Development said…

marketwatch.com - Utilities Up, but Not by Much, on Cyclical Bias -- Utilities Roundup
Utilities Up, but Not by Much, on Cyclical Bias -- Utilities Roundup
MarketWatch

Shares of power producers rose, but not by as much as the broad market, as traders rotated back into cyclical sectors due to optimism about U.S.-Iran peace negotiations. Shares of power-plant owners Constellation Energy, NRG Energy and Vistra…

marketwatch.com - Alisa Wolfson - I have $888K in an IRA that's in 100% stocks. I get a 12-15% annual return, but pay 1.5% and don't have a dedicated financial adviser. Am I getting ripped off?
I have $888K in an IRA that's in 100% stocks. I get a 12-15% annual return, but pay 1.5% and don't have a dedicated financial adviser. Am I getting ripped off?
MarketWatch

Indeed, what you're describing isn't just a service issue, it's a structural one. “You're being told to wait for real financial planning until you cross a certain asset level and that's backwards. The planning should come first, the…

financemagnates.com - Panda Trading Systems Retains Citizens Capital Markets & Advisory as Strategic Advisor
Panda Trading Systems Retains Citizens Capital Markets & Advisory as Strategic Advisor
Finance Magnates

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