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.
Overtaken by Hong Kong in global wealth management, Swiss keep cool
Hong Kong is now the world's largest cross-border booking centre thanks to inflows from mainland China, strong initial public offering activity, and equity market gains, said a study published last week by the Boston Consulting Group (BCG). Hong…
M&A Activity in Wealth Management Set to Accelerate
While “the sky is not falling” for firms weighing whether to enter an increasingly frenzied M&A market, experts are expecting the rate of activity to increase in the years to come. DeVoe & Company founder David DeVoe offered his…
Fetterman Wealth Management Group at Morgan Stanley-Sean Fetterman And Adam Fetterman
With 30+ years of industry experience, clients have come to rely on Fetterman Wealth Management Group at Morgan Stanley. Financial Advisors Sean Fetterman, Adam Fetterman, David Raphan and Brandon Fetterman have helped make the critical decisions…
Fetterman Wealth Management Group At Morgan Stanley-David Raphan and Brandon Fetterman
As Financial Advisors focused on serving ultra-high-net-worth families, David Raphan and Brandon Fetterman bring a modern perspective to the family business of wealth management. They are proud to be the next generation of advisors on a team that…
86,850 Shares in NIKE, Inc. $NKE Acquired by Platform Wealth Management LLC
Platform Wealth Management LLC bought a new stake in shares of NIKE, Inc. (NYSE:NKE - Free Report) in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor bought 86,850…
NVIDIA Corporation $NVDA Holdings Cut by Peterson Wealth Management
Peterson Wealth Management decreased its stake in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 63.6% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional…
Amazon.com, Inc. $AMZN Holdings Boosted by Concentrum Wealth Management
Concentrum Wealth Management boosted its position in shares of Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 12.4% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 31,182…
Broadcom Inc. $AVGO Holdings Lessened by Parr Mcknight Wealth Management Group LLC
Parr Mcknight Wealth Management Group LLC decreased its holdings in Broadcom Inc. (NASDAQ:AVGO - Free Report) by 3.9% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The…
Northwestern Mutual Wealth Management Co. Acquires 15,411 Shares of Synchrony Financial $SYF
Northwestern Mutual Wealth Management Co. grew its holdings in shares of Synchrony Financial (NYSE:SYF - Free Report) by 41.0% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The…
NVIDIA Corporation $NVDA Shares Purchased by 49 Wealth Management LLC
49 Wealth Management LLC grew its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 17.9% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 23,338…
Platform Wealth Management LLC Makes New Investment in BlackRock $BLK
Platform Wealth Management LLC purchased a new position in BlackRock (NYSE:BLK - Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 10,136 shares of the…
Horizon Wealth Management LLC Boosts Holdings in Amazon.com, Inc. $AMZN
Horizon Wealth Management LLC increased its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 55.5% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 17,101 shares of the e-commerce giant's stock…
Northwestern Mutual Wealth Management Co. Boosts Stock Position in Royal Bank Of Canada $RY
Northwestern Mutual Wealth Management Co. increased its stake in shares of Royal Bank Of Canada (NYSE:RY - Free Report) TSE: RY by 30.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange…
49 Wealth Management LLC Purchases 2,156 Shares of Amazon.com, Inc. $AMZN
49 Wealth Management LLC boosted its position in Amazon.com, Inc. (NASDAQ:AMZN) by 19.2% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 13,414 shares of the e-commerce giant's stock after…
Platform Wealth Management LLC Buys Shares of 33,880 Accenture PLC $ACN
Platform Wealth Management LLC bought a new stake in Accenture PLC (NYSE:ACN - Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund bought 33,880 shares of…
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