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.
The new reality for wealth management careers
While layoffs have ripped through Wall Street, hiring is on the rise in the part of the financial-service industry built around independent financial advisers. This divergence reflects a shift in how wealth management is organized. As talent exits…
Morgan Stanley Q3 earnings beat, helped by equity, wealth management growth (MS:NYSE)
Morgan Stanley (MS) turned in stronger-than-expected Q3 earnings and revenue as net interest income grew and its equity and wealth management businesses turned in robust year-over-year gains, offsetting weakness in fixed income and investment…
Connecticut Wealth Management Hires Subatomic for AI OS
Connecticut Wealth Management, an independent registered investment advisor with $5.2 billion in assets under management, 45 advisors, and serving more than 1,300 client families, has hired Subatomic in a five-year partnership to build an AI…
Alphabet Inc. $GOOGL Stock Sold by Spartan Planning & Wealth Management
Spartan Planning & Wealth Management reduced its stake in Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 57.6% during the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 4,887 shares of the…
Copia Wealth Management Buys 2,483 Shares of NVIDIA Corporation $NVDA
Copia Wealth Management grew its stake in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 323.3% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional…
Amazon.com, Inc. $AMZN Stock Bought by Whalen Wealth Management Inc.
Whalen Wealth Management Inc. raised its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 7.4% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional…
Keebeck Wealth Management Buys New Shares in Microsoft Corporation $MSFT
Keebeck Wealth Management bought a new position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm…
SpaceX $SPCX Stock Bought by BigSur Wealth Management LLC
BigSur Wealth Management LLC increased its position in shares of SpaceX (NASDAQ:SPCX - Free Report) by 1,538.1% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 34,400…
134,454 NVIDIA Corporation $NVDA Shares Purchased by Yukon Wealth Management Inc.
Yukon Wealth Management Inc. increased its holdings in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 612.0% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The…
Alphabet Inc. $GOOG Stock: Red Crane Wealth Management LLC Grows Position
Red Crane Wealth Management LLC increased its holdings in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 794.3% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The…
3,404 Shares of Microsoft Corporation $MSFT Purchased by OneAscent Wealth Management LLC
OneAscent Wealth Management LLC purchased a new stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund…
Danaher Corporation $DHR Position Lowered by BigSur Wealth Management LLC
BigSur Wealth Management LLC lessened its holdings in Danaher Corporation (NYSE:DHR - Free Report) by 23.1% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund…
ConocoPhillips $COP Stock: Avior Wealth Management LLC Raises Stake
Avior Wealth Management LLC lifted its holdings in shares of ConocoPhillips (NYSE:COP - Free Report) by 50.3% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor…
SpaceX $SPCX Shares Newly Purchased by Avior Wealth Management LLC
Avior Wealth Management LLC acquired a new position in shares of SpaceX (NASDAQ:SPCX - Free Report) in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 19,452 shares of…
Oracle Corporation $ORCL Holdings Lowered by Avior Wealth Management LLC
Avior Wealth Management LLC lowered its stake in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 16.1% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional…
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