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.
LPL Financial Gets a UBS Buy Rating: Wall Street Sees $380 for This Wealth Management Play
UBS initiated coverage of LPL Financial (LPLA) with a Buy rating and $380 price target, signaling conviction in a stock that has fallen 12% year-to-date despite strong operational momentum driven by the Commonwealth Financial Network acquisition…
Wealth managers forecast 'historic surge' in fine wine demand amid 'Great Wealth Flight'
AI, ‘Wexit' (the ‘Great Wealth flight') and deepening capital commitment are expected to play an increasing role in boosting the fine wine market in the coming years, according to WineCap's latest Wealth Report. According to the…
Whalen Wealth Management Inc. Takes Position in Johnson & Johnson $JNJ
Whalen Wealth Management Inc. acquired a new stake in shares of Johnson & Johnson (NYSE:JNJ - Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund acquired…
Apple Inc. $AAPL Shares Sold by Aegis Wealth Management LLC
Aegis Wealth Management LLC lessened its holdings in Apple Inc. (NASDAQ:AAPL - Free Report) by 21.9% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 11,454…
Industrials Up as Wholesale Inflation Fears Subside -- Industrials Roundup
Shares of industrial and transportation companies rallied as wholesale inflation fears subsided following the cease-fire deal in the Middle East. Federal Reserve officials wrestled with the question of whether the Iran war would affect the central…
Costco's Strong March Sales Suggest Membership Growth -- Market Talk
Costco's report of 11% sales growth in March is 'exceptionally strong' and suggests some membership growth, Mizuho analysts write in a note, especially given fears of a slowdown in consumer spending from the war in Iran. They note Costco posting…
Taiwan Mar CPI +1.2% On Year; Market Expected +1.7%
Dow Jones Newswires is a market-moving financial and business news source, used by wealth managers, institutional investors and fintech platforms around the world to identify trading and investing opportunities, strengthen advisor-client…
Shinhan Bank Plans to Raise $2.1B via Share Sale in Samsung Electronics, Term Sheet Says
Dow Jones Newswires is a market-moving financial and business news source, used by wealth managers, institutional investors and fintech platforms around the world to identify trading and investing opportunities, strengthen advisor-client…
Health Care Up on Earnings Hopes -- Health Care Roundup
Health-care companies rose, but not by as much as the broad market, as traders rotate into more oil-sensitive sectors. Most health insurers continued to gain after the Trump administration raised its proposed Medicare rates. The SPDR Select Sector…
Sandfire Resources 3Q Copper Equivalent Production 34,500 Tons
Dow Jones Newswires is a market-moving financial and business news source, used by wealth managers, institutional investors and fintech platforms around the world to identify trading and investing opportunities, strengthen advisor-client…
Orora Cuts FY 2026 Ebit Guidance for Saverglass Due to Middle East Conflict
Dow Jones Newswires is a market-moving financial and business news source, used by wealth managers, institutional investors and fintech platforms around the world to identify trading and investing opportunities, strengthen advisor-client…
Universal Logistics Appoints Rogers as CFO, Succeeding Beres
Universal Logistics Holdings appointed Michael Rogers as its next finance chief and treasurer, succeeding Jude Beres. Beres will resign, effective May 29, to pursue opportunities outside of the transportation and logistics industry, the company…
WingArc1st FY Net Y6.50B Vs Net Y5.93B
WingArc1st Inc. (4432.TO) Japan Year Ended February 28 GROUP 2026 2025 Revenue Y30.95 bln Y28.71 bln Operating Profit Y8.99 bln Y8.22 bln Pretax Profit Y9.09 bln Y8.25 bln Net Profit Y6.50 bln Y5.93 bln Per share Earnings Y187.57 Y171.97 Diluted…
Average UK house price fall in March as market uncertainty hits
The average UK house price experienced its first monthly decline of 2026 in March, falling by 0.5 per cent, according to a new index. This dip follows increases of 0.8 per cent in January and 0.3 per cent in February. Halifax reported the average…
Life Corp FY Net Y18.82B Vs Net Y17.95B
Life Corp. (8194.TO) Japan Year Ended February 28 GROUP 2026 2025 Revenue Y881.33 bln Y850.50 bln Operating Profit Y26.01 bln Y25.27 bln Pretax Profit Y27.07 bln Y26.21 bln Net Profit Y18.82 bln Y17.95 bln Per share Earnings Y217.56 Y195.11 Results…
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