Ionic Wealth has built $250 million asset base: CEO Srikanth Subramanian
Ionic Wealth, backed by Angel One, built a $250 million asset base in a year. With 400 clients and 150 executives, it blends ...
Pensions&Investments1h
Indonesia president plans sweeping investments with giant new wealth fund
Indonesian President Prabowo Subianto said an ambitious new sovereign wealth fund will start operations this month, with a ...
InvenTrust Properties Corp. (NYSE:IVT) Stake Boosted by Apollon Wealth Management LLC
Apollon Wealth Management LLC increased its stake in InvenTrust Properties Corp. (NYSE:IVT – Free Report) by 12.6% during the ...
JPMorgan Chase & Co. (NYSE:JPM) Shares Sold by Absher Wealth Management LLC
Absher Wealth Management LLC trimmed its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 10.6% during the fourth quarter, ...
AI to transform wealth management, Microsoft executive says
Artificial intelligence will bring major upheaval to wealth management, a Microsoft executive said, as the technology's ...
Zawya3h
WRISE Group Appoints Chen Jingwei as Regional Chief Investment Officer
The issuer is solely responsible for the content of this announcement.
AMP Continues to Face a Trade-Off Between Volumes and Margins
AMP remains in good financial health. AMP Bank has a common equity Tier 1 ratio of 10.6% as of Dec. 31, 2024. Another positive is the increase in the bank’s deposit/loan ratio to 88%, from 63% in 2015 ...
Business Wire12h
Two Schmidt Financial Management Advisors Named to Investment News' 2025 Top Advisor List for Excellence in Technology Executive Wealth Management
Evan Schmidt and Dominic Hubert of Schmidt Financial Mgt. are recognized as Top Advisors by Investment News for managing ...
2025 Results Will Be Key for Truist's Progress on New Return Target; Fair Value Estimate Unchanged
We are maintaining our fair value estimate for Truist Financial at $47 per share. We value the firm at roughly 1.6 times tangible book value as of the end of 2024.