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.
Wealth management firm deepens investment in Scotland with new partner
Mr Lees will work with entrepreneurs, business owners and high-net-worth individuals, helping Scottish clients access the firm's wider range of financial expertise. He brings more than a decade of experience advising business owners and families…
Diversify Wealth Management LLC Grows Position in Valmont Industries, Inc. $VMI
Diversify Wealth Management LLC boosted its position in shares of Valmont Industries, Inc. (NYSE:VMI - Free Report) by 47.5% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.
Feathery Raises $30M for AI Wealth Management Tools
Feathery, which calls itself an artificial intelligence operating and decisioning system for financial services, announced that it has raised $30 million in total funding, which includes its recently completed Series A, led by Portage Ventures…
10 AI Tools Modernizing Wealth Management In 2026 | Metaverse Post
Wealth management is changing in ways that would have seemed speculative five years ago. The platforms doing the real work aren't replacing advisors; most of them are making advisors faster, better-prepared, and able to handle more clients without…
Moran Wealth Management LLC Cuts Position in NVIDIA Corporation $NVDA
Moran Wealth Management LLC lowered its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 1.2% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned…
Meta Platforms, Inc. $META Shares Sold by Axxcess Wealth Management LLC
Axxcess Wealth Management LLC cut its position in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 20.8% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor…
Able Wealth Management LLC Acquires 16,351 Shares of Apple Inc. $AAPL
Able Wealth Management LLC lifted its stake in Apple Inc. (NASDAQ:AAPL - Free Report) by 1,377.5% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 17,538 shares of the iPhone maker's…
Nicholson Wealth Management Group LLC Purchases New Shares in Trane Technologies plc $TT
Nicholson Wealth Management Group LLC acquired a new position in Trane Technologies plc (NYSE:TT - Free Report) in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor…
Calamos Wealth Management LLC Raises Holdings in Caterpillar Inc. $CAT
Calamos Wealth Management LLC raised its stake in Caterpillar Inc. (NYSE:CAT - Free Report) by 193.4% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 14,235 shares of…
Calamos Wealth Management LLC Lowers Holdings in Deere & Company $DE
Calamos Wealth Management LLC trimmed its stake in Deere & Company (NYSE:DE - Free Report) by 14.4% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 25,710…
Astrazeneca Plc $AZN Shares Bought by Diversify Wealth Management LLC
Diversify Wealth Management LLC increased its stake in shares of Astrazeneca Plc (NYSE:AZN - Free Report) by 184.0% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The…
Tesla, Inc. $TSLA Shares Bought by Calamos Wealth Management LLC
Calamos Wealth Management LLC grew its position in Tesla, Inc. (NASDAQ:TSLA - Free Report) by 8.2% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional…
Stryker Corporation $SYK Shares Bought by Calamos Wealth Management LLC
Calamos Wealth Management LLC grew its holdings in shares of Stryker Corporation (NYSE:SYK - Free Report) by 30.2% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional…
Morgan Stanley $MS Shares Bought by Diversify Wealth Management LLC
Diversify Wealth Management LLC grew its stake in shares of Morgan Stanley (NYSE:MS - Free Report) by 201.0% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 17,559 shares…
Diversify Wealth Management LLC Acquires 15,048 Shares of ConocoPhillips $COP
Diversify Wealth Management LLC raised its holdings in shares of ConocoPhillips (NYSE:COP - Free Report) by 316.1% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 19,808…
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