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.
Transforming Wealth Management Using AI At Citi
AI is reshaping the global wealth management industry. From client advice to advisor productivity, AI is augmenting the role of financial advisors across the industry. I recently discussed how AI is transforming wealth management with Andy Sieg…
Hong Kong finance chief woos French wealth managers as European tour starts
Hong Kong's finance chief has begun a five-day European tour, starting in France, as part of the city's latest push to attract global capital and reinforce its status as an international financial hub. Financial Secretary Paul Chan Mo-po arrived in…
This Wealth Manager Just Bet $5.8 Million on BlackRock's Active Country Rotation ETF
On May 15, 2026, Barnes Wealth Management Group disclosed a new position in BlackRock ETF Trust - iShares International Country Rotation Active ETF (CORO 0.11%), acquiring 180,394 shares for an estimated $5.8 million based on quarterly average…
Aegis Wealth Management Inc. Takes Position in Stag Industrial, Inc. $STAG
Aegis Wealth Management Inc. purchased a new stake in Stag Industrial, Inc. (NYSE:STAG - Free Report) in the fourth quarter, according to its most recent filing with the SEC. The fund purchased 43,719 shares of the real estate investment trust's…
Stockman Wealth Management Inc. Acquires 2,624 Shares of Amazon.com, Inc. $AMZN
Stockman Wealth Management Inc. increased its position in shares of Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 2.8% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional…
2,180 Shares in Tesla, Inc. $TSLA Acquired by Aegis Wealth Management Inc.
Aegis Wealth Management Inc. bought a new position in shares of Tesla, Inc. (NASDAQ:TSLA - Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm bought 2,180 shares of the electric vehicle…
3,516 Shares in Eli Lilly and Company $LLY Purchased by Aegis Wealth Management Inc.
Aegis Wealth Management Inc. bought a new position in Eli Lilly and Company (NYSE:LLY - Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The…
20,041 Shares in O'Reilly Automotive, Inc. $ORLY Purchased by Aegis Wealth Management Inc.
Aegis Wealth Management Inc. bought a new stake in shares of O'Reilly Automotive, Inc. (NASDAQ:ORLY - Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.
8,229 Shares in Lowe's Companies, Inc. $LOW Acquired by Aegis Wealth Management Inc.
Aegis Wealth Management Inc. acquired a new position in shares of Lowe's Companies, Inc. (NYSE:LOW - Free Report) in the 4th quarter, according to its most recent 13F filing with the SEC. The fund acquired 8,229 shares of the home improvement…
5 Client Trends Reshaping Financial Advice In 2026
David Mozeika is the CEO and Co-Founder of Currence, a platform where financial advisors grow their practice through smarter cash flow. The way people choose financial advice has change, and honestly, it's happening faster than most of our industry…
Investment Advisor Closes Out Position in TREX Stock, According to Latest SEC Filing
On May 15, 2026, Kanen Wealth Management LLC disclosed in an SEC filing that it sold out of Trex Company (TREX +2.03%), unloading 250,000 shares in a trade estimated at $10.06 million based on the quarterly average price. According to an SEC filing…
Investment Advisor Bets Big on Theme Park Stock, Latest SEC Filing Reveals
On May 15, 2026, Kanen Wealth Management LLC disclosed a new position in Six Flags Entertainment Corporation (FUN 0.47%), acquiring 848,643 shares in an estimated $14.32 million trade based on the quarterly average price. Six Flags Entertainment…
UBS Loses Middle East Wealth Bankers It Hired Two Years Ago
UBS Group AG has lost several senior wealth management bankers in the Middle East less than two years after hiring them, indicating the intense level of competition for talent in the region. The departures include several bankers that UBS recruited…
AMP Trims 'Frothy' Private Credit Assets in Investment Pivot
Australian pension and wealth manager AMP Ltd. has been scaling back its exposure to private credit, citing an increasingly frothy market as its shifts money toward assets such as infrastructure. The A$159 billion ($114 billion) firm began trimming…
Oil rises, global stocks mixed as markets track Iran developments
NEW YORK: Global stock markets were mixed Monday (May 18) and oil prices rose while investors digested shifting developments in the Middle East as US President Donald Trump said he postponed a planned attack on Iran at the request of Gulf leaders.
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