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.
Interview: BlackRock's Ronald Ratcliffe on why traditional diversification fails wealth managers
Recent geopolitical flashpoints have forced a critical examination of whether wealth managers truly understand the deepest risks embedded in client portfolios. While headlines focus on immediate commodity shocks like oil, the deeper systemic threat…
Perigon Wealth Management LLC Acquires Shares of 41,046 Qualcomm Incorporated $QCOM
Perigon Wealth Management LLC acquired a new position in shares of Qualcomm Incorporated (NASDAQ:QCOM - Free Report) during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The…
Industrials Down on Treasury Yield Fears - Industrials Roundup
Shares of industrial and transportation companies fell sharply amid concerns about credit costs. Rising long-term Treasury yields will likely cause commercial loan costs to follow suit. Shares of Deere surged after the maker of agricultural…
From Options To Insight: Changing How You Communicate With Clients
Brian is a WMA & Founder of Duggan Wealth Management | Forbes 2026 Best-In-State Wealth Advisor (#76) & Best-In-State Wealth Management Team There is a stage in many professional service businesses where the work becomes about proving how…
Energy Up With Oil Futures - Energy Roundup
Shares of energy companies rose alongside oil futures. Oil prices added 2.3% to close at $87.83 a barrel in New York, settling at the highest level since July. Oil is still down 22% from wartime highs but has now risen in 10 of the last 11…
Institutional-Grade Allocation in a Single Account: BiFu's Wealth Suite Takes Shape, Bringing Managed Funds and RWA Under One Roof
HONG KONG, Aug. 21, 2026 /CNW/ -- BiFu, an all-asset trading platform, has completed the build-out of its Wealth suite, which runs on two product lines: a Wealth product line offering five funds managed by licensed asset management institutions…
Materials Down on Inflation Worries - Materials Roundup
Producers of metals, grains and other raw materials ticked down as inflation concerns persisted. Rising long-term Treasury yields and oil prices have jolted markets, causing investors to question whether inflation will subside without central-bank…
Japan Offering Y3.7T Of TD-Bills (No 1402)
Copyright ©2026 MarketWatch, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8 Dow Jones Newswires is a market-moving financial and business news source, used by wealth managers, institutional investors and fintech platforms around…
Hong Kong financiers press for tax breaks after Singapore's challenge
Hong Kong should press ahead with its proposed tax break on carried interest, the performance fees earned by hedge fund and private equity managers, after Singapore unveiled a rival tax-exemption scheme, according to industry participants. The…
Fortive Boosts Dividend by 17%
Fortive hiked it quarterly dividend by 17% to 7 cents per share from 6 cents previously. The board of directors approved the increase, which is equivalent to a dividend yield of 0.5%, based on Fortive's latest closing share price of $59.40 per…
Utilities Down as Treasury Yields Rebound - Utilities Roundup
Shares of power producers fell as Treasury yields rebounded. The utility sector continues to track the Treasury market. Investors often associate the two, based on yield comparisons. Write to Rob Curran at rob.curran@dowjones.com Copyright…
Avnet Raises Dividend by 5.7%
Avnet raised its quarterly dividend by 5.7%, to 37 cents a share, from 35 cents a share. The new payout, equal to $1.48 a year, represents an annual yield of about 1.7% based on Thursday's closing price of $86.89. The dividend is payable on Sept.
Communications Services Down, but Not by Much, on Rotation Out of Retail Sector - Communications Services Roundup
Communications-services companies fell, but not by as much as the broad market, as traders rotated out of the retail sector in the wake of Walmart's earnings. Charter Communications fell after the cable company completed its acquisition of closely…
Spotify Increases Share Buyback Plan by $1.5B
Music and entertainment provider Spotify Technology said its board has authorized an additional $1.5 billion for the company's share repurchase plan. The new authorization brings the amount under the current program to about $2.22 billion, the…
Genworth Financial CEO McInerney to Return From Leave of Absence
Genworth Financial President and Chief Executive Officer Thomas McInerney will return from his leave of absence and assume his prior position, effective Sept. 2. Chief Financial Officer Jerome Upton, who took over in McInerney's absence, will…
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