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.
Kochi fintech startup Oversea Wealth aims to simplify expat wealth management
Oversea Wealth was founded by Zakhil Suresh, Sajal Sarwar, Akhil James, Asif Kattakath and Vishnu Karthikeyan, who have combined their experience in the fintech sector, where they have been working since 2017, with AI technology to simplify…
Retirement 'boost' schemes to punch $480m hole in federal budget
Popular products designed to artificially trim superannuation balances and max out pension entitlements will punch a $480 million hole in the federal budget between now and 2036, costing taxpayers another $250 million the year after and doubling…
Crypto was hoping for a breakthrough in Congress. Now it's bracing for investigations
The cryptocurrency industry is bracing for a changing of the guard in Congress, as Democrats take control of both the House and Senate with a more skeptical eye toward digital assets. After a major crypto regulation bill came up short in the Senate…
WPI inflation, crude oil prices and FII activity to steer stock markets this week
Updated - November 15, 2026 at 03:06 PM. | New Delhi WPI inflation data, foreign investor trading activity, crude oil prices, and developments in West Asia will drive investor sentiment this week, analysts said. Globally, US retail sales, Nvidia's…
Bank of America Corporation $BAC Shares Purchased by Phoenix Financial Ltd.
Phoenix Financial Ltd. increased its holdings in Bank of America Corporation (NYSE:BAC - Free Report) by 50.1% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 158,053 shares of the financial…
Ritholtz says tech turmoil leaves S&P 500 near its record
The S&P 500 stood 3.3% below its record despite recent technology-stock turmoil, Barry Ritholtz, founder and chief investment officer of Ritholtz Wealth Management, said in an interview. The Nasdaq was about 10% below its high, a larger decline…
Cencora, Inc. $COR Stock Holdings Lessened by Mawer Investment Management Ltd.
Mawer Investment Management Ltd. trimmed its position in shares of Cencora, Inc. (NYSE:COR - Free Report) by 7.6% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund…
Promising Bank Stocks Worth Watching - November 15th
Nu Holdings Earnings Show a Compounder Priced Like a Brazil Bet NU, JPMorgan Chase & Co., Bank of America, Wells Fargo & Company, Citigroup, Charles Schwab, and Bank of New York Mellon are the seven Bank stocks to watch today, according to…
2,091,148 NatWest Group plc $NWG Shares Sold by Fisher Asset Management LLC
Fisher Asset Management LLC lowered its position in NatWest Group plc (NYSE:NWG - Free Report) by 55.8% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 1,654,512…
Onyx Bridge Wealth Group LLC Buys 3,190 Shares of NVIDIA Corporation $NVDA
Onyx Bridge Wealth Group LLC raised its position in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 3.1% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned…
UGI (NYSE:UGI) Share Price Crosses Above 50-Day Moving Average - Here's What Happened
UGI Corporation (NYSE:UGI - Get Free Report) shares crossed above its 50-day moving average during trading on Friday. The stock has a 50-day moving average of $37.65 and traded as high as $37.76. UGI shares last traded at $37.7250, with a volume of…
UK interest rates 'could be higher for longer' despite growth news this week
The UK economy grew by 0.7% between July and September 2026 compared with the previous three months, according to the first estimate published on Thursday by the Office for National Statistics. GDP was also 1.9% higher than in the same quarter a…
287: Jensen Huang, the Honey Trap and the Impact of CEO Character on Financial Returns - Featuring Tyler Holley
287: Jensen Huang, the Honey Trap and the Impact of CEO Character on Financial Returns – Featuring Tyler Holley Current time: 0:00 / Total time: -1:10:15 Audio playback is not supported on your browser. Please upgrade. This past week saw one…
Microsoft Corporation $MSFT Stock: NorthCrest Asset Manangement LLC Raises Position
NorthCrest Asset Manangement LLC lifted its position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 10.1% during the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 261,801 shares of the software…
NatWest (LSE: NWG), Lloyds (LSE: LLOY), And Secure Trust Bank (LSE: STB) Navigate A Prolonged High-Rate Environment
NatWest Group's (LSE: NWG) completion of its Evelyn Partners acquisition at the end of June 2026 more than doubled the bank's assets under management and administration to £131 billion. That single deal is expected to push group fee income…
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