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.
Highly optimistic on wealth management outlook amid stable, diverse HK market: FSDC
An anticipated influx of compliant mainland capital and surging listing interest from emerging markets will drive strong confidence in Hong Kong's financial outlook, the Financial Services Development Council (FSDC) said today. SCROLL TO CONTINUE…
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 Buys 54,488 Shares of Teva Pharmaceutical Industries Ltd. $TEVA
Diversify Wealth Management LLC lifted its stake in shares of Teva Pharmaceutical Industries Ltd. (NYSE:TEVA - Free Report) by 734.3% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange…
BlackRock $BLK Shares Bought by Diversify Wealth Management LLC
Diversify Wealth Management LLC grew its position in BlackRock (NYSE:BLK - Free Report) by 254.0% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor…
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…
Diversify Wealth Management LLC Reduces Stock Holdings in Accenture PLC $ACN
Diversify Wealth Management LLC reduced its position in shares of Accenture PLC (NYSE:ACN - Free Report) by 52.5% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned…
Diversify Wealth Management LLC Acquires Shares of 2,825 Deere & Company $DE
Diversify Wealth Management LLC acquired a new position in shares of Deere & Company (NYSE:DE - Free Report) in the 1st quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 2,825 shares of the industrial products…
15,217 Shares in Novanta Inc. $NOVT Acquired by Diversify Wealth Management LLC
Diversify Wealth Management LLC acquired a new stake in Novanta Inc. (NASDAQ:NOVT - Free Report) in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired 15,217 shares of the…
7,467 Shares in ResMed Inc. $RMD Purchased by Diversify Wealth Management LLC
Diversify Wealth Management LLC acquired a new stake in shares of ResMed Inc. (NYSE:RMD - Free Report) in the first quarter, according to the company in its most recent filing with the SEC. The firm acquired 7,467 shares of the medical equipment…
Diversify Wealth Management LLC Takes Position in Brookfield Renewable Corporation $BEPC
Diversify Wealth Management LLC purchased a new position in shares of Brookfield Renewable Corporation (NYSE:BEPC - Free Report) in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund purchased…
Calamos Wealth Management LLC Sells 20,825 Shares of Shopify Inc. $SHOP
Calamos Wealth Management LLC cut its holdings in shares of Shopify Inc. (NASDAQ:SHOP - Free Report) TSE: SHOP by 70.9% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The firm owned 8,539 shares of the software…
Diversify Wealth Management LLC Invests $1.48 Million in W.P. Carey Inc. $WPC
Diversify Wealth Management LLC bought a new stake in W.P. Carey Inc. (NYSE:WPC - Free Report) during the first quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor bought 20,611 shares of the…
Amazon.com, Inc. $AMZN Shares Purchased by Revisor Wealth Management LLC
Revisor Wealth Management LLC boosted its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 19.9% during the 1st quarter, according to its most recent 13F filing with the SEC. The fund owned 28,111 shares of the e-commerce giant's stock after…
Diversify Wealth Management LLC Has $1.47 Million Holdings in CoreWeave Inc. $CRWV
Diversify Wealth Management LLC boosted its holdings in CoreWeave Inc. (NASDAQ:CRWV - Free Report) by 364.4% during the 1st quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 18,983 shares of…
Diversify Wealth Management LLC Buys 5,893 Shares of Ross Stores, Inc. $ROST
Diversify Wealth Management LLC grew its stake in shares of Ross Stores, Inc. (NASDAQ:ROST - Free Report) by 417.6% during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 7,304…
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