AAPL325.90-0.70 (-0.21%) ▼|ABBV255.44+2.06 (+0.81%) ▲|ABT101.56-0.10 (-0.10%) ▼|ACN142.90-1.83 (-1.26%) ▼|ADBE229.06-5.68 (-2.42%) ▼|AMAT560.93+35.23 (+6.70%) ▲|AMD525.38+21.81 (+4.33%) ▲|AMGN367.54+3.37 (+0.93%) ▲|AMT164.90-2.16 (-1.29%) ▼|AMZN247.17-2.82 (-1.13%) ▼|AVGO382.16+4.00 (+1.06%) ▲|AXP351.94+0.01 (+0.00%) ▲|BA210.80+1.32 (+0.63%) ▲|BAC60.79+0.37 (+0.61%) ▲|BKNG178.79-0.66 (-0.37%) ▼|BLK1,059.56+5.45 (+0.52%) ▲|BMY60.53+0.37 (+0.62%) ▲|BNY158.42+1.49 (+0.95%) ▲|BRK-B490.08-1.17 (-0.24%) ▼|C131.93+3.21 (+2.49%) ▲|CAT881.98+17.68 (+2.05%) ▲|CL91.04-0.90 (-0.97%) ▼|CMCSA23.82+0.04 (+0.15%) ▲|COF205.51-1.26 (-0.61%) ▼|COP116.63+0.95 (+0.82%) ▲|COST930.60-5.20 (-0.56%) ▼|CRM170.78-3.01 (-1.73%) ▼|CSCO111.78+1.08 (+0.98%) ▲|CVS109.00+1.39 (+1.29%) ▲|CVX190.10+0.39 (+0.21%) ▲|DE585.12-0.89 (-0.15%) ▼|DHR175.59-25.53 (-12.69%) ▼|DIS96.29-0.12 (-0.12%) ▼|DUK125.15-0.70 (-0.56%) ▼|EMR137.79+1.21 (+0.89%) ▲|FDX314.98+8.76 (+2.86%) ▲|GD372.84+2.24 (+0.60%) ▲|GE344.68+3.38 (+0.99%) ▲|GEV1,085.71+6.53 (+0.61%) ▲|GILD132.48-0.73 (-0.55%) ▼|GM78.65+2.85 (+3.76%) ▲|GOOG348.71-2.66 (-0.76%) ▼|GOOGL349.30-2.69 (-0.76%) ▼|GS1,079.21+24.18 (+2.29%) ▲|HD329.22-3.82 (-1.15%) ▼|HON229.48+3.30 (+1.46%) ▲|IBM210.63-2.37 (-1.11%) ▼|INTC102.63+5.57 (+5.74%) ▲|INTU289.31-4.51 (-1.54%) ▼|ISRG361.07+7.90 (+2.24%) ▲|JNJ250.09+1.27 (+0.51%) ▲|JPM342.90+4.03 (+1.19%) ▲|KO81.86-0.27 (-0.32%) ▼|LIN508.76-3.29 (-0.64%) ▼|LLY1,162.73+15.83 (+1.38%) ▲|LMT504.54-5.00 (-0.98%) ▼|LOW202.62-2.09 (-1.02%) ▼|LRCX317.36+10.60 (+3.45%) ▲|MA542.28-5.16 (-0.94%) ▼|MCD264.86-2.78 (-1.04%) ▼|MDLZ59.50-0.77 (-1.28%) ▼|MDT82.86-0.43 (-0.52%) ▼|META647.09+1.24 (+0.19%) ▲|MMM174.64+15.53 (+9.76%) ▲|MO73.85-0.81 (-1.08%) ▼|MRK126.02+1.62 (+1.30%) ▲|MS215.71+4.77 (+2.26%) ▲|MSFT400.11-2.18 (-0.54%) ▼|MU924.05+58.59 (+6.77%) ▲|NEE87.87-0.13 (-0.14%) ▼|NFLX67.68+0.08 (+0.12%) ▲|NKE43.10-0.38 (-0.86%) ▼|NOW103.09-1.61 (-1.54%) ▼|NVDA205.21+1.93 (+0.95%) ▲|ORCL125.23+3.85 (+3.17%) ▲|PEP134.73-0.73 (-0.54%) ▼|PFE24.95+0.20 (+0.81%) ▲|PG147.75-1.38 (-0.93%) ▼|PLTR133.72-1.13 (-0.84%) ▼|PM191.29-1.43 (-0.74%) ▼|QCOM171.95+1.63 (+0.96%) ▲|RTX196.69+2.25 (+1.16%) ▲|SBUX104.78-0.04 (-0.03%) ▼|SCHW102.79+0.25 (+0.24%) ▲|SO93.71-0.76 (-0.80%) ▼|SPG229.40+1.21 (+0.53%) ▲|T22.01+0.06 (+0.25%) ▲|TMO519.19-7.04 (-1.34%) ▼|TMUS192.53-3.11 (-1.59%) ▼|TSLA381.19+11.62 (+3.14%) ▲|TXN291.73+7.66 (+2.69%) ▲|UBER71.95-0.23 (-0.31%) ▼|UNH432.29+10.74 (+2.55%) ▲|UNP294.88-1.37 (-0.46%) ▼|UPS115.44+2.29 (+2.02%) ▲|USB63.16+0.02 (+0.02%) ▲|V357.72-2.85 (-0.79%) ▼|VZ43.35-0.15 (-0.34%) ▼|WFC86.94+0.61 (+0.71%) ▲|WMT111.17-1.03 (-0.92%) ▼|XOM150.40+2.04 (+1.37%) ▲|AAPL325.90-0.70 (-0.21%) ▼|ABBV255.44+2.06 (+0.81%) ▲|ABT101.56-0.10 (-0.10%) ▼|ACN142.90-1.83 (-1.26%) ▼|ADBE229.06-5.68 (-2.42%) ▼|AMAT560.93+35.23 (+6.70%) ▲|AMD525.38+21.81 (+4.33%) ▲|AMGN367.54+3.37 (+0.93%) ▲|AMT164.90-2.16 (-1.29%) ▼|AMZN247.17-2.82 (-1.13%) ▼|AVGO382.16+4.00 (+1.06%) ▲|AXP351.94+0.01 (+0.00%) ▲|BA210.80+1.32 (+0.63%) ▲|BAC60.79+0.37 (+0.61%) ▲|BKNG178.79-0.66 (-0.37%) ▼|BLK1,059.56+5.45 (+0.52%) ▲|BMY60.53+0.37 (+0.62%) ▲|BNY158.42+1.49 (+0.95%) ▲|BRK-B490.08-1.17 (-0.24%) ▼|C131.93+3.21 (+2.49%) ▲|CAT881.98+17.68 (+2.05%) ▲|CL91.04-0.90 (-0.97%) ▼|CMCSA23.82+0.04 (+0.15%) ▲|COF205.51-1.26 (-0.61%) ▼|COP116.63+0.95 (+0.82%) ▲|COST930.60-5.20 (-0.56%) ▼|CRM170.78-3.01 (-1.73%) ▼|CSCO111.78+1.08 (+0.98%) ▲|CVS109.00+1.39 (+1.29%) ▲|CVX190.10+0.39 (+0.21%) ▲|DE585.12-0.89 (-0.15%) ▼|DHR175.59-25.53 (-12.69%) ▼|DIS96.29-0.12 (-0.12%) ▼|DUK125.15-0.70 (-0.56%) ▼|EMR137.79+1.21 (+0.89%) ▲|FDX314.98+8.76 (+2.86%) ▲|GD372.84+2.24 (+0.60%) ▲|GE344.68+3.38 (+0.99%) ▲|GEV1,085.71+6.53 (+0.61%) ▲|GILD132.48-0.73 (-0.55%) ▼|GM78.65+2.85 (+3.76%) ▲|GOOG348.71-2.66 (-0.76%) ▼|GOOGL349.30-2.69 (-0.76%) ▼|GS1,079.21+24.18 (+2.29%) ▲|HD329.22-3.82 (-1.15%) ▼|HON229.48+3.30 (+1.46%) ▲|IBM210.63-2.37 (-1.11%) ▼|INTC102.63+5.57 (+5.74%) ▲|INTU289.31-4.51 (-1.54%) ▼|ISRG361.07+7.90 (+2.24%) ▲|JNJ250.09+1.27 (+0.51%) ▲|JPM342.90+4.03 (+1.19%) ▲|KO81.86-0.27 (-0.32%) ▼|LIN508.76-3.29 (-0.64%) ▼|LLY1,162.73+15.83 (+1.38%) ▲|LMT504.54-5.00 (-0.98%) ▼|LOW202.62-2.09 (-1.02%) ▼|LRCX317.36+10.60 (+3.45%) ▲|MA542.28-5.16 (-0.94%) ▼|MCD264.86-2.78 (-1.04%) ▼|MDLZ59.50-0.77 (-1.28%) ▼|MDT82.86-0.43 (-0.52%) ▼|META647.09+1.24 (+0.19%) ▲|MMM174.64+15.53 (+9.76%) ▲|MO73.85-0.81 (-1.08%) ▼|MRK126.02+1.62 (+1.30%) ▲|MS215.71+4.77 (+2.26%) ▲|MSFT400.11-2.18 (-0.54%) ▼|MU924.05+58.59 (+6.77%) ▲|NEE87.87-0.13 (-0.14%) ▼|NFLX67.68+0.08 (+0.12%) ▲|NKE43.10-0.38 (-0.86%) ▼|NOW103.09-1.61 (-1.54%) ▼|NVDA205.21+1.93 (+0.95%) ▲|ORCL125.23+3.85 (+3.17%) ▲|PEP134.73-0.73 (-0.54%) ▼|PFE24.95+0.20 (+0.81%) ▲|PG147.75-1.38 (-0.93%) ▼|PLTR133.72-1.13 (-0.84%) ▼|PM191.29-1.43 (-0.74%) ▼|QCOM171.95+1.63 (+0.96%) ▲|RTX196.69+2.25 (+1.16%) ▲|SBUX104.78-0.04 (-0.03%) ▼|SCHW102.79+0.25 (+0.24%) ▲|SO93.71-0.76 (-0.80%) ▼|SPG229.40+1.21 (+0.53%) ▲|T22.01+0.06 (+0.25%) ▲|TMO519.19-7.04 (-1.34%) ▼|TMUS192.53-3.11 (-1.59%) ▼|TSLA381.19+11.62 (+3.14%) ▲|TXN291.73+7.66 (+2.69%) ▲|UBER71.95-0.23 (-0.31%) ▼|UNH432.29+10.74 (+2.55%) ▲|UNP294.88-1.37 (-0.46%) ▼|UPS115.44+2.29 (+2.02%) ▲|USB63.16+0.02 (+0.02%) ▲|V357.72-2.85 (-0.79%) ▼|VZ43.35-0.15 (-0.34%) ▼|WFC86.94+0.61 (+0.71%) ▲|WMT111.17-1.03 (-0.92%) ▼|XOM150.40+2.04 (+1.37%) ▲|
24.8 C
New York
Tuesday, July 21, 2026

Tag: wealth managers

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IGM Financial Simplifies Organization to Accelerate Investment in Key Technology Capabilities to Strengthen Business

WINNIPEG, MB, June 17, 2026 /CNW/ - IGM Financial Inc. ("IGM" or the "Company") today announced a multi-year initiative to further simplify how the...

Wallace Finance Launches AI-Driven Custom Indexing and Tax Loss Harvesting for Advisors

CHICAGO, IL , June 15, 2026 (GLOBE NEWSWIRE) -- Wallace Finance Co. today announced the launch of Wallace for Advisors, a unified investing, planning, and tax alpha platform built for wealth managers and registered investment advisors (RIAs). The platform brings institutional-grade custom direct indexing, automated tax-loss harvesting, and goals-based planning together in a single, AI-driven experience that connects directly to the custodian of choice.

CME Group and Morningstar Announce Exclusive Index Derivatives Licensing Agreement

CHICAGO, June 10, 2026 /PRNewswire/ -- CME Group, the world's leading derivatives marketplace, along with Morningstar, a leading provider of independent investment insights, today...

Sanctuary Wealth Welcomes $1.2 Billion Ultra-High-Net-Worth Breakaway from UBS

Long-time business partners Jim Chiate and Tony Guinane launch Dial Square Private Wealth to offer sophisticated clients enhanced services, greater support and broader investment...

Titanbay Appoints ex-UBS Exec as Head of Switzerland

Titanbay appoints Timo Paul as Head of Switzerland

Hampton Financial Corporation Announces The Completion of A Non-Brokered Private Placement of Debentures

NOT FOR DISTRIBUTION TO U.S. NEWSWIRE SERVICES OR FOR DISSEMINATION IN THE UNITED STATES

IGM FINANCIAL INC. ANNOUNCES JULY 2025 ASSETS UNDER MANAGEMENT & ADVISEMENT AND NET FLOWS

WINNIPEG, MB, Aug. 6, 2025 /CNW/ - IGM Financial Inc. (IGM) (TSX: IGM) today reported record high total assets under management and advisement of...

Guggenheim Investments Announces August 2025 Closed-End Fund Distributions

NEW YORK, Aug. 01, 2025 (GLOBE NEWSWIRE) -- Guggenheim Investments today announced that certain closed-end funds have declared their distributions. The table below summarizes the distribution schedule for each closed-end fund (collectively, the “Funds” and each, a “Fund”).

Hampton Financial Corporation Announces 3rd Quarter Results

NOT FOR DISTRIBUTION TO U.S. NEWSWIRE SERVICES OR FOR DISSEMINATION IN THE UNITED STATES

FNZ Announces Strategic Partnership with Microsoft to Accelerate the Transformation of the Wealth Management Industry

FNZ and Microsoft have entered a global, five-year strategic partnership to accelerate digital transformation across the wealth management industry. The partnership strengthens FNZ's global platform...

Uni-Fuels Completes First Oversubscribed USD 3 Million Commercial Paper Issuance on ADDX

SINGAPORE, July 21, 2025 (GLOBE NEWSWIRE) -- Uni-Fuels Holdings Limited (NASDAQ: UFG), (“Uni-Fuels” or the “Company”), a global provider of marine fuel solutions headquartered in Singapore, today announced that its wholly-owned subsidiary, Uni-Fuels Pte Ltd (“Uni-Fuels Singapore”), has successfully completed the Company’s first-ever commercial paper (“CP”) issuance, raising USD 3 million through ADDX, a private market platform regulated by the Monetary Authority of Singapore. The offering was oversubscribed, reflecting strong demand from accredited investors.

Montfort Capital Announces Reinstatement of Trading on TSXV

TORONTO, July 18, 2025 /CNW/ - Montfort Capital Corp. (TSXV:MONT) ("Montfort" or the "Company") is pleased to announce that the TSX Venture Exchange (the...

SIGMA AI Closes on Investment from Trading Technologies to Build TT AI and Innovation Hub

London, July 15, 2025 (GLOBE NEWSWIRE) -- SIGMA AI, an innovative fintech company specialising in real-time data and AI-driven insights, today announced a minority investment by Trading Technologies, International Inc. (TT), a global capital markets technology platform services provider.

Union Investment Selects Premialab to Optimize Quantitative Strategies and Risk Monitoring

LONDON, July 8, 2025 /PRNewswire/ -- Union Investment, one of Germany's top asset managers with €500 billion in assets under management, has adopted Premialab's advanced...

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